Donalies Financial Planning

Donalies Financial Planning as of June 30, 2026

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