Institutional Fund
Donalies Financial Planning, LLC
Washington, DCCIK 21115872 filings on record
Portfolio Value
$117.32M
Q1 2026
Holdings
74
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.1%
from $117.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.7%
- Dimensional ETF Trust10.6%
- Dimensional ETF Trust4.7%
- Vanguard Tax-Managed Fds4.6%
- Dimensional ETF Trust3.7%
- Vanguard Index Fds3.6%
- Other62.1%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 21.1K | $12.61M | 10.7% | +1.3K | Added |
| 2 | Dimensional ETF Trust | 320.2K | $12.44M | 10.6% | −1.6K | Reduced |
| 3 | Dimensional ETF Trust | 135.1K | $5.55M | 4.7% | −36 | Reduced |
| 4 | Vanguard Tax-Managed Fds | 83.9K | $5.38M | 4.6% | −75 | Reduced |
| 5 | Dimensional ETF Trust | 102.0K | $4.32M | 3.7% | −647 | Reduced |
| 6 | Vanguard Index Fds | 13.0K | $4.17M | 3.6% | −262 | Reduced |
| 7 | Apple Inc | 16.0K | $4.06M | 3.5% | −207 | Reduced |
| 8 | Dimensional ETF Trust | 92.4K | $3.90M | 3.3% | +3.9K | Added |
| 9 | Vanguard Bd Index Fds | 50.0K | $3.68M | 3.1% | +5.1K | Added |
| 10 | Amazon Com Inc | 17.1K | $3.57M | 3.0% | −488 | Reduced |
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