Donalies Financial Planning, LLC
CIK: 0002111587SEC EDGAR →
Portfolio Value
$117.4M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 321,727 | $12.7M | 10.85% |
| 2 | VANGUARD INDEX FDS | 19,779 | $12.4M | 10.56% |
| 3 | DIMENSIONAL ETF TRUST | 135,160 | $5.9M | 5.00% |
| 4 | VANGUARD TAX-MANAGED FDS | 83,960 | $5.2M | 4.47% |
| 5 | VANGUARD INDEX FDS | 13,273 | $4.5M | 3.79% |
| 6 | APPLE INC | 16,203 | $4.4M | 3.75% |
| 7 | DIMENSIONAL ETF TRUST | 102,636 | $4.4M | 3.74% |
| 8 | AMAZON COM INC | 17,609 | $4.1M | 3.46% |
| 9 | DIMENSIONAL ETF TRUST | 88,583 | $3.8M | 3.21% |
| 10 | VANGUARD BD INDEX FDS | 44,857 | $3.3M | 2.83% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $98.8M | 84.2% |
| Technology | 5 | $8.6M | 7.3% |
| Consumer Cyclical | 3 | $5.1M | 4.4% |
| Communication Services | 4 | $3.2M | 2.7% |
| Unknown | 2 | $543K | 0.5% |
| Industrials | 1 | $386K | 0.3% |
| Healthcare | 1 | $384K | 0.3% |
| Utilities | 1 | $342K | 0.3% |