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Donalies Financial Planning

Latest statistics and disclosures from Donalies Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111587

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Positions held by Donalies Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Donalies Financial Planning

Donalies Financial Planning holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.7	$13M	21k	597.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.6	$12M	320k	38.86	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	4.7	$5.6M	135k	41.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.6	$5.4M	84k	64.08	View chart
Dimensional Etf Trust International (DFSI)	3.7	$4.3M	102k	42.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$4.2M	13k	320.80	View chart
Apple (AAPL)	3.5	$4.1M	16k	253.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.3	$3.9M	92k	42.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.1	$3.7M	50k	73.64	View chart
Amazon (AMZN)	3.0	$3.6M	17k	208.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$3.3M	62k	52.78	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$3.3M	17k	196.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.8	$3.3M	96k	33.97	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$3.0M	66k	45.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.3	$2.7M	39k	70.91	View chart
Microsoft Corporation (MSFT)	2.0	$2.4M	6.4k	370.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$2.2M	10k	217.24	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	1.9	$2.2M	42k	52.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$1.9M	6.7k	287.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$1.6M	42k	36.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$1.5M	46k	33.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.5M	3.5k	436.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$1.4M	28k	49.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.4M	25k	54.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.3M	17k	77.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.3M	8.7k	148.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.3M	16k	77.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.1M	13k	88.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$1.1M	15k	71.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$1.1M	22k	48.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.0M	4.0k	261.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$803k	13k	62.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$744k	1.1k	698.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$742k	15k	49.89	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$697k	15k	47.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$593k	912.00	650.34	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.5	$591k	11k	53.99	View chart
Abbvie (ABBV)	0.5	$559k	2.6k	217.51	View chart
Caterpillar (CAT)	0.5	$553k	780.00	708.76	View chart
NVIDIA Corporation (NVDA)	0.5	$541k	3.1k	174.38	View chart
Starbucks Corporation (SBUX)	0.5	$541k	6.0k	89.59	View chart
Direxion Shares Etf Trust Daily Technology (TECL)	0.5	$540k	6.2k	86.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$528k	6.7k	78.41	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$526k	13k	41.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$523k	1.8k	286.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$514k	15k	35.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$487k	13k	38.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$481k	2.2k	215.07	View chart
Tesla Motors (TSLA)	0.4	$465k	1.3k	371.75	View chart
Nextera Energy (NEE)	0.3	$399k	4.3k	92.87	View chart
Texas Instruments Incorporated (TXN)	0.3	$388k	2.0k	194.14	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$384k	11k	34.55	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$383k	3.8k	99.95	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$379k	3.7k	101.14	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$358k	7.4k	48.46	View chart
At&t (T)	0.3	$350k	12k	28.99	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$347k	11k	32.22	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$325k	9.1k	35.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$322k	2.3k	142.42	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$322k	822.00	391.62	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$314k	12k	26.58	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$308k	6.6k	46.91	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$289k	12k	23.65	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$279k	4.9k	57.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$270k	1.3k	205.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$258k	537.00	479.50	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$237k	5.6k	42.37	View chart
JPMorgan Chase & Co. (JPM)	0.2	$228k	775.00	294.21	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$219k	3.0k	73.78	View chart
Netflix (NFLX)	0.2	$211k	2.2k	96.15	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$209k	2.0k	103.43	View chart
Eli Lilly & Co. (LLY)	0.2	$207k	225.00	918.56	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$206k	2.3k	88.46	View chart
Exxon Mobil Corporation (XOM)	0.2	$206k	1.2k	169.66	View chart

Past Filings by Donalies Financial Planning

SEC 13F filings are viewable for Donalies Financial Planning going back to 2026

Donalies Financial Planning 2026 Q1 filed May 5, 2026

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