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Donalies Financial Planning

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

Top 5 stock holdings are DFAC, VOO, DFSU, VEA, VTI, and represent 33.82% of Donalies Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VUG, VGT, VSDM, INTC, DFCF, DFAC, VTEB, VTIP, CSCO, ESGV.
Started 6 new stock positions in CSCO, IWB, INTC, VT, ESGV, VSDM.
Reduced shares in these 10 stocks: NFLX, , VOO, AAPL, AMZN, DFSU, DFSI, VEA, VNQ, GOOGL.
Sold out of its positions in XOM, NFLX.
Donalies Financial Planning was a net buyer of stock by $6.5M.
Donalies Financial Planning has $136M in assets under management (AUM), dropping by 15.65%.
Central Index Key (CIK): 0002111587

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Portfolio Holdings for Donalies Financial Planning

Donalies Financial Planning holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.8	$15M	+3%	331k	44.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.5	$14M		21k	686.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	4.6	$6.2M		133k	46.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$5.9M		83k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$4.8M		13k	370.05	View chart
Dimensional Etf Trust International (DFSI)	3.3	$4.5M		101k	45.10	View chart
Apple (AAPL)	3.3	$4.5M	-3%	16k	289.37	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.3	$4.4M	+13%	105k	42.21	View chart
Amazon (AMZN)	2.9	$4.0M	-2%	17k	238.34	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$3.8M	+4%	17k	217.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$3.7M		50k	73.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.6	$3.5M		96k	36.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.5	$3.5M	+3%	64k	54.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$3.4M		66k	51.69	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.3	$3.1M		38k	81.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.5M		10k	242.99	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.8	$2.4M	+8%	46k	53.59	View chart
Microsoft Corporation (MSFT)	1.7	$2.4M		6.3k	373.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$2.4M		6.6k	357.40	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.4	$1.9M	+5%	45k	41.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$1.8M		46k	40.21	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.8M	+496%	21k	86.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$1.7M	+19%	33k	50.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.5M		18k	85.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$1.5M		25k	59.69	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	1.1	$1.4M		6.2k	230.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$1.4M		8.6k	158.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$1.3M	+2%	16k	82.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.3M		16k	76.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$1.2M	+15%	26k	48.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.2M	+2%	4.0k	303.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$1.2M	-3%	12k	96.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.1M	+41%	21k	50.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$986k	+674%	8.3k	119.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$897k		13k	69.90	View chart
Caterpillar (CAT)	0.6	$831k		781.00	1064.24	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$793k		822.00	964.65	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.5	$711k	+19%	13k	54.46	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.5	$707k		15k	47.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$681k		912.00	746.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.5	$675k	+18%	17k	38.79	View chart
Abbvie (ABBV)	0.5	$649k		2.6k	251.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$645k		1.8k	353.32	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.5	$637k	NEW	8.3k	76.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$637k	+21%	8.2k	77.91	View chart
NVIDIA Corporation (NVDA)	0.5	$622k		3.1k	200.06	View chart
Starbucks Corporation (SBUX)	0.5	$620k		6.1k	102.20	View chart
Intel Corporation (INTC)	0.4	$611k	NEW	4.4k	139.62	View chart
Texas Instruments Incorporated (TXN)	0.4	$596k		2.0k	298.07	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$551k	+45%	5.4k	101.31	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$544k	+4%	13k	41.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$530k		2.2k	236.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$528k	+2%	13k	41.25	View chart
Tesla Motors (TSLA)	0.4	$526k		1.3k	420.60	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$517k	+14%	13k	40.64	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$453k	+17%	4.5k	100.97	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$426k	+18%	11k	39.54	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.3	$414k	+29%	16k	26.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$406k		7.4k	55.01	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$402k	+9%	12k	34.13	View chart
Nextera Energy (NEE)	0.3	$379k		4.3k	87.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$373k		2.3k	164.24	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$353k	+3%	12k	28.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$323k		1.3k	246.14	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$322k	-5%	6.2k	51.78	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$292k	-4%	4.6k	63.04	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.2	$276k		5.6k	48.88	View chart
Eli Lilly & Co. (LLY)	0.2	$270k		225.00	1199.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$269k		537.00	500.70	View chart
JPMorgan Chase & Co. (JPM)	0.2	$254k		775.00	327.38	View chart
At&t (T)	0.2	$252k		12k	20.70	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$230k	-6%	2.8k	82.79	View chart
Cisco Systems (CSCO)	0.2	$229k	NEW	2.0k	117.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$222k	+7%	2.2k	102.16	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$216k		2.3k	93.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$214k	NEW	1.6k	132.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$213k	NEW	1.4k	156.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$205k	NEW	500.00	409.50	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 Q2 filed Aug. 6, 2026
Donalies Financial Planning 2026 Q1 filed May 5, 2026

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