Donalies Financial Planning, LLC
75 holdingsFiling period: 2026-03-31Current AUM: $131.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 21.1K | $12.6M | $14.5M | 10.99% | +1.3K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 320.2K | $12.4M | $14.2M | 10.81% | -1,559 | 2026-03-31 |
| 3 | DFSU | DIMENSIONAL ETF TRUST | 135.1K | $5.6M | $6.4M | 4.83% | -36 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 83.9K | $5.4M | $5.9M | 4.50% | -75 | 2026-03-31 |
| 5 | DFSI | DIMENSIONAL ETF TRUST | 102.0K | $4.3M | $4.7M | 3.56% | -647 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 13.0K | $4.2M | $4.8M | 3.63% | -262 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 16.0K | $4.1M | $4.9M | 3.75% | -207 | 2026-03-31 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 92.4K | $3.9M | $3.8M | 2.91% | +3.9K | 2026-03-31 |
| 9 | BND | VANGUARD BD INDEX FDS | 50.0K | $3.7M | $3.6M | 2.74% | +5.1K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 17.1K | $3.6M | $4.6M | 3.53% | -488 | 2026-03-31 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | 62.0K | $3.3M | $3.5M | 2.69% | -2,329 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 16.6K | $3.3M | $3.7M | 2.77% | -128 | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | 95.8K | $3.3M | $3.5M | 2.65% | +31 | 2026-03-31 |
| 14 | DFAU | DIMENSIONAL ETF TRUST | 66.3K | $3.0M | $3.4M | 2.60% | -3,661 | 2026-03-31 |
| 15 | DFUS | DIMENSIONAL ETF TRUST | 38.5K | $2.7M | $3.1M | 2.38% | -257 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 2.26% | -90 | 2026-03-31 |
| 17 | VBR | VANGUARD INDEX FDS | 10.2K | $2.2M | $2.5M | 1.89% | +1.0K | 2026-03-31 |
| 18 | DFGX | DIMENSIONAL ETF TRUST | 41.8K | $2.2M | $2.2M | 1.66% | +1.7K | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 6.7K | $1.9M | $2.4M | 1.82% | -298 | 2026-03-31 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | 42.4K | $1.6M | $1.7M | 1.33% | -2,524 | 2026-03-31 |
| 21 | DFAE | DIMENSIONAL ETF TRUST | 45.7K | $1.5M | $1.7M | 1.30% | -765 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 3.5K | $1.5M | $1.8M | 1.34% | +70 | 2026-03-31 |
| 23 | VTIP | VANGUARD MALVERN FDS | 28.0K | $1.4M | $1.4M | 1.05% | +2.8K | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 25.1K | $1.4M | $1.5M | 1.12% | +2.2K | 2026-03-31 |
| 25 | VXUS | VANGUARD STAR FDS | 17.4K | $1.3M | $1.5M | 1.12% | -291 | 2026-03-31 |
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