Donalies Financial Planning

Donalies Financial Planning as of March 31, 2026

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