Donalies Financial Planning, LLC Top Holdings and 13F Report (2026)

About Donalies Financial Planning, LLC

Investment Activity

Donalies Financial Planning, LLC has $135.68 million in total holdings as of June 30, 2026.
Donalies Financial Planning, LLC owns shares of 78 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 5.72% of the portfolio was purchased this quarter.
About 0.95% of the portfolio was sold this quarter.
This quarter, Donalies Financial Planning, LLC has purchased 74 new stocks and bought additional shares in 43 stocks.
Donalies Financial Planning, LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $14,659,405
Vanguard S&P 500 ETF: $14,310,099
Dimensional US Sustainability Core 1 ETF: $6,200,488
Vanguard FTSE Developed Markets ETF: $5,920,581
Vanguard Total Stock Market ETF: $4,794,327

Largest New Holdings this Quarter

922907696 - VANGUARD MUN BD FDS: $637,102 Holding
458140100 - Intel: $610,557 Holding
17275R102 - Cisco Systems: $229,022 Holding
921910733 - Vanguard ESG U.S. Stock ETF: $214,361 Holding
922042742 - Vanguard Total World Stock ETF: $212,615 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 17,157 shares (about $1.48M)
Vanguard Information Technology ETF: 7,186 shares (about $858.85K)
VANGUARD MUN BD FDS: 8,314 shares (about $637.10K)
Intel: 4,373 shares (about $610.56K)
Dimensional Core Fixed Income ETF: 12,506 shares (about $527.88K)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 264 shares (about $181.31K)
Apple: 545 shares (about $157.70K)
Amazon.com: 444 shares (about $105.82K)
Dimensional US Sustainability Core 1 ETF: 2,152 shares (about $100.35K)
Dimensional International Sustainability Core 1 ETF: 1,372 shares (about $61.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$14,659,405	$456,774 â–²	3.2%	330,465	10.8%	ETF
VOO Vanguard S&P 500 ETF	$14,310,099	$181,314 â–¼	-1.3%	20,836	10.5%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$6,200,488	$100,348 â–¼	-1.6%	132,972	4.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$5,920,581	$56,216 â–¼	-0.9%	83,096	4.4%	ETF
VTI Vanguard Total Stock Market ETF	$4,794,327	$20,353 â–¼	-0.4%	12,956	3.5%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$4,537,827	$61,877 â–¼	-1.3%	100,617	3.3%	ETF
AAPL Apple	$4,470,978	$157,704 â–¼	-3.4%	15,451	3.3%	Technology
DFCF Dimensional Core Fixed Income ETF	$4,429,958	$527,880 â–²	13.5%	104,950	3.3%	ETF
AMZN Amazon.com	$3,974,796	$105,823 â–¼	-2.6%	16,677	2.9%	Consumer Discretionary
VTV Vanguard Value ETF	$3,767,776	$145,141 â–²	4.0%	17,289	2.8%	ETF
BND Vanguard Total Bond Market ETF	$3,700,092	$32,300 â–²	0.9%	50,403	2.7%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$3,534,631	$5,563 â–²	0.2%	95,945	2.6%	ETF
DFIV Dimensional International Value ETF	$3,455,227	$106,798 â–²	3.2%	63,962	2.5%	ETF
DFAU Dimensional US Core Equity Market ETF	$3,426,375	$724 â–²	0.0%	66,287	2.5%	ETF
DFUS Dimensional U.S. Equity ETF	$3,148,299	$3,360 â–¼	-0.1%	38,422	2.3%	ETF
VBR Vanguard Small-Cap Value ETF	$2,468,811	$2,187 â–¼	-0.1%	10,160	1.8%	ETF
DIMENSIONAL ETF TRUST	$2,437,170	$197,229 â–²	8.8%	45,474	1.8%	INTL COR FIX ETF
MSFT Microsoft	$2,365,476	$22,010 â–¼	-0.9%	6,341	1.7%	Technology
GOOGL Alphabet	$2,363,456	$42,173 â–¼	-1.8%	6,613	1.7%	Communication Services
DUHP Dimensional US High Profitability ETF	$1,861,191	$90,804 â–²	5.1%	44,601	1.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$1,844,594	$5,187 â–²	0.3%	45,874	1.4%	ETF
VUG Vanguard Growth ETF	$1,775,491	$1,477,882 â–²	496.6%	20,612	1.3%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,675,279	$270,490 â–²	19.3%	33,352	1.2%	ETF
VXUS Vanguard Total International Stock ETF	$1,498,534	$11,797 â–²	0.8%	17,529	1.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,497,971	$2,626 â–¼	-0.2%	25,096	1.1%	ETF
TECL Direxion Daily Technology Bull 3X Shares	$1,439,942		0.0%	6,240	1.1%	ETF
VYM Vanguard High Dividend Yield ETF	$1,363,137	$12,484 â–¼	-0.9%	8,626	1.0%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,289,168	$26,925 â–²	2.1%	15,657	1.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$1,261,638	$6,750 â–²	0.5%	16,449	0.9%	ETF
BNDX Vanguard Total International Bond ETF	$1,244,906	$165,729 â–²	15.4%	25,705	0.9%	ETF
VB Vanguard Small-Cap ETF	$1,222,846	$24,857 â–²	2.1%	4,034	0.9%	ETF
VNQ Vanguard Real Estate ETF	$1,187,956	$49,084 â–¼	-4.0%	12,319	0.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,065,004	$312,885 â–²	41.6%	21,056	0.8%	ETF
VGT Vanguard Information Technology ETF	$986,256	$858,851 â–²	674.1%	8,252	0.7%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$896,468	$2,027 â–¼	-0.2%	12,825	0.7%	ETF
CAT Caterpillar	$831,173	$1,064 â–²	0.1%	781	0.6%	Industrials
STX Seagate Technology	$792,945		0.0%	822	0.6%	Technology
DIMENSIONAL ETF TRUST	$710,699	$114,583 â–²	19.2%	13,050	0.5%	GLOB CO PLUS ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$707,151	$12,415 â–²	1.8%	14,809	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$681,054		0.0%	912	0.5%	ETF
DFSV Dimensional US Small Cap Value ETF	$675,177	$106,207 â–²	18.7%	17,406	0.5%	ETF
ABBV AbbVie	$649,345	$3,020 â–²	0.5%	2,580	0.5%	Healthcare
GOOG Alphabet	$644,806	$353 â–²	0.1%	1,825	0.5%	Communication Services
VANGUARD MUN BD FDS	$637,102	$637,102 â–²	New Holding	8,314	0.5%	SHORT TAX EXEMPT
BSV Vanguard Short-Term Bond ETF	$636,717	$112,041 â–²	21.4%	8,172	0.5%	ETF
NVDA NVIDIA	$621,785	$600 â–²	0.1%	3,108	0.5%	Technology
SBUX Starbucks	$620,341	$3,679 â–²	0.6%	6,070	0.5%	Consumer Discretionary
INTC Intel	$610,557	$610,557 â–²	New Holding	4,373	0.4%	Technology
TXN Texas Instruments	$596,140		0.0%	2,000	0.4%	Technology
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$551,038	$171,522 â–²	45.2%	5,439	0.4%	ETF
DFIP Dimensional Inflation-Protected Securities ETF	$544,130	$23,970 â–²	4.6%	13,189	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$529,583		0.0%	2,238	0.4%	ETF
DFAI Dimensional International Core Equity Market ETF	$528,048	$12,953 â–²	2.5%	12,801	0.4%	ETF
TSLA Tesla	$525,750		0.0%	1,250	0.4%	Consumer Discretionary
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$516,625	$65,066 â–²	14.4%	12,712	0.4%	ETF
VANGUARD MUN BD FDS	$453,351	$66,236 â–²	17.1%	4,490	0.3%	INTERMEDIATE TRM
DFLV Dimensional US Large Cap Value ETF	$426,289	$65,994 â–²	18.3%	10,781	0.3%	ETF
DFAR Dimensional US Real Estate ETF	$414,160	$95,038 â–²	29.8%	15,832	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$406,359		0.0%	7,387	0.3%	ETF
DIHP Dimensional International High Profitability ETF	$402,106	$34,501 â–²	9.4%	11,783	0.3%	ETF
NEE NextEra Energy	$379,188	$2,194 â–²	0.6%	4,320	0.3%	Utilities
ITOT iShares Core S&P Total U.S. Stock Market ETF	$372,987	$1,478 â–²	0.4%	2,271	0.3%	ETF
DFGR Dimensional Global Real Estate ETF	$353,090	$10,661 â–²	3.1%	12,188	0.3%	ETF
VXF Vanguard Extended Market ETF	$323,425	$492 â–²	0.2%	1,314	0.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$322,122	$18,123 â–¼	-5.3%	6,221	0.2%	ETF
IFRA iShares U.S. Infrastructure ETF	$292,397	$14,878 â–¼	-4.8%	4,638	0.2%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$275,680	$2,493 â–²	0.9%	5,640	0.2%	ETF
LLY Eli Lilly and Company	$269,882		0.0%	225	0.2%	Healthcare
BRK.B Berkshire Hathaway	$268,876		0.0%	537	0.2%	Finance
JPM JPMorgan Chase & Co.	$253,722		0.0%	775	0.2%	Finance
T AT&T	$252,309	$2,629 â–²	1.1%	12,189	0.2%	Communication Services
DIMENSIONAL ETF TRUST	$230,322	$15,730 â–¼	-6.4%	2,782	0.2%	WORLD EQUITY ETF
CSCO Cisco Systems	$229,022	$229,022 â–²	New Holding	1,950	0.2%	Technology
STIP iShares 0-5 Year TIPS Bond ETF	$221,585	$15,324 â–²	7.4%	2,169	0.2%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$215,462	$2,335 â–¼	-1.1%	2,307	0.2%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$214,361	$214,361 â–²	New Holding	1,621	0.2%	ETF
VT Vanguard Total World Stock ETF	$212,615	$212,615 â–²	New Holding	1,355	0.2%	ETF
IWB iShares Russell 1000 ETF	$204,750	$204,750 â–²	New Holding	500	0.2%	ETF
NFLX Netflix	$0	$210,569 â–¼	-100.0%	0	0.0%	Communication Services
XOM ExxonMobil	$0	$205,967 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Donalies Financial Planning, LLC Top Holdings and 13F Report (2026)

About Donalies Financial Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Donalies Financial Planning, LLC Top Holdings and 13F Report (2026)

About Donalies Financial Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDonalies Financial Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools