Donalies Financial Planning, LLC Top Holdings and 13F Report (2026) About Donalies Financial Planning, LLCInvestment ActivityDonalies Financial Planning, LLC has $117.32 million in total holdings as of March 31, 2026.Donalies Financial Planning, LLC owns shares of 74 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Donalies Financial Planning, LLC has purchased 70 new stocks and bought additional shares in 34 stocks.Donalies Financial Planning, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $12,608,152Dimensional U.S. Core Equity 2 ETF $12,441,714Dimensional US Sustainability Core 1 ETF $5,552,245Vanguard FTSE Developed Markets ETF $5,375,377Dimensional International Sustainability Core 1 ETF $4,324,334 Largest New Holdings this Quarter 921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $378,859 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $322,143 Holding532457108 - Eli Lilly and Company $206,676 Holding30231G102 - ExxonMobil $205,967 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,321 shares (about $789.35K)Vanguard Short-Term Tax-Exempt Bond ETF 3,746 shares (about $378.86K)Vanguard Total Bond Market ETF 5,106 shares (about $376.00K)iShares Core S&P Total U.S. Stock Market ETF 2,262 shares (about $322.14K)Vanguard Total International Bond ETF 5,980 shares (about $287.34K) Largest Sales this Quarter Vanguard High Dividend Yield ETF 1,658 shares (about $245.56K)Dimensional U.S. Small Cap ETF 3,200 shares (about $227.61K)Dimensional US Core Equity Market ETF 3,661 shares (about $165.18K)Vanguard Dividend Appreciation ETF 716 shares (about $153.99K)Vanguard International Dividend Appreciation ETF 1,734 shares (about $153.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDonalies Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$12,608,152$789,354 â–²6.7%21,10010.7%ETFDFACDimensional U.S. Core Equity 2 ETF$12,441,714$60,583 â–¼-0.5%320,16810.6%ETFDFSUDimensional US Sustainability Core 1 ETF$5,552,245$1,479 â–¼0.0%135,1244.7%ETFVEAVanguard FTSE Developed Markets ETF$5,375,377$4,806 â–¼-0.1%83,8854.6%ETFDFSIDimensional International Sustainability Core 1 ETF$4,324,334$27,433 â–¼-0.6%101,9893.7%ETFVTIVanguard Total Stock Market ETF$4,173,961$84,050 â–¼-2.0%13,0113.6%ETFAAPLApple$4,059,738$52,536 â–¼-1.3%15,9963.5%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$3,902,974$163,011 â–²4.4%92,4443.3%ETFBNDVanguard Total Bond Market ETF$3,679,262$376,004 â–²11.4%49,9633.1%ETFAMZNAmazon.com$3,565,791$101,636 â–¼-2.8%17,1213.0%Retail/WholesaleDFIVDimensional International Value ETF$3,271,558$122,924 â–¼-3.6%61,9852.8%ETFVTVVanguard Value ETF$3,261,401$25,113 â–¼-0.8%16,6232.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,254,112$1,053 â–²0.0%95,7942.8%ETFDFAUDimensional US Core Equity Market ETF$2,990,238$165,184 â–¼-5.2%66,2732.5%ETFDFUSDimensional U.S. Equity ETF$2,727,411$18,224 â–¼-0.7%38,4632.3%ETFMSFTMicrosoft$2,368,942$33,313 â–¼-1.4%6,4002.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,209,144$225,715 â–²11.4%10,1691.9%ETFDIMENSIONAL ETF TRUST$2,192,116$88,222 â–²4.2%41,7941.9%DIMENSIONAL INTEGOOGLAlphabet$1,935,651$85,697 â–¼-4.2%6,7311.6%Computer and TechnologyDUHPDimensional US High Profitability ETF$1,559,561$92,783 â–¼-5.6%42,4251.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,548,926$25,903 â–¼-1.6%45,7451.3%ETFVUGVanguard Growth ETF$1,508,998$30,573 â–²2.1%3,4551.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,396,957$139,561 â–²11.1%27,9671.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,358,840$119,453 â–²9.6%25,1401.2%ETFVXUSVanguard Total International Stock ETF$1,341,049$22,439 â–¼-1.6%17,3911.1%ETFVYMVanguard High Dividend Yield ETF$1,289,246$245,557 â–¼-16.0%8,7051.1%Financial ServicesBIVVanguard Intermediate-Term Bond ETF$1,262,719$104,191 â–²9.0%16,3611.1%ETFVNQVanguard Real Estate ETF$1,137,855$36,988 â–²3.4%12,8281.0%ETFDFASDimensional U.S. Small Cap ETF$1,090,409$227,613 â–¼-17.3%15,3300.9%ETFBNDXVanguard Total International Bond ETF$1,070,693$287,338 â–²36.7%22,2830.9%ETFVBVanguard Small-Cap ETF$1,035,186$27,766 â–²2.8%3,9520.9%ETFDFATDimensional U.S. Targeted Value ETF$802,732$1,436 â–¼-0.2%12,8540.7%ETFVGTVanguard Information Technology ETF$744,073$32,108 â–¼-4.1%1,0660.6%ETFVTEBVanguard Tax-Exempt Bond ETF$741,879$27,889 â–²3.9%14,8700.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$696,593$1,628 â–¼-0.2%14,5490.6%ETFSPYSPDR S&P 500 ETF Trust$593,1100.0%9120.5%FinanceDIMENSIONAL ETF TRUST$590,960$57,066 â–²10.7%10,9460.5%GLOBAL CORE PLUSABBVAbbVie$558,573$192,499 â–²52.6%2,5680.5%MedicalCATCaterpillar$552,833$74,420 â–²15.6%7800.5%IndustrialsNVDANVIDIA$541,448$94,339 â–²21.1%3,1050.5%Computer and TechnologySBUXStarbucks$540,564$3,315 â–²0.6%6,0340.5%Retail/WholesaleTECLDirexion Daily Technology Bull 3X Shares$540,0720.0%6,2400.5%ETFBSVVanguard Short-Term Bond ETF$528,039$156,044 â–²41.9%6,7340.5%ETFDFIPDimensional Inflation-Protected Securities ETF$525,997$8,511 â–¼-1.6%12,6080.4%ETFGOOGAlphabet$523,324$50,209 â–²10.6%1,8240.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$513,967$876 â–²0.2%14,6680.4%ETFDFAIDimensional International Core Equity Market ETF$486,494$32,025 â–²7.0%12,4870.4%ETFVIGVanguard Dividend Appreciation ETF$481,329$153,991 â–¼-24.2%2,2380.4%ETFTSLATesla$464,6880.0%1,2500.4%Auto/Tires/TrucksNEENextEra Energy$398,887$2,229 â–²0.6%4,2950.3%UtilitiesTXNTexas Instruments$388,2800.0%2,0000.3%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$383,885$35 â–²0.0%11,1110.3%ETFVANGUARD MUN BD FDS$383,208$112,544 â–²41.6%3,8340.3%INTERMEDIATE TRMVTESVanguard Short-Term Tax-Exempt Bond ETF$378,859$378,859 â–²New Holding3,7460.3%ETFDFUVDimensional US Marketwide Value ETF$357,9740.0%7,3870.3%ETFTAT&T$349,664$3,624 â–²1.0%12,0620.3%Computer and TechnologyDIHPDimensional International High Profitability ETF$347,074$806 â–²0.2%10,7720.3%ETFDFLVDimensional US Large Cap Value ETF$325,3920.0%9,1120.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$322,143$322,143 â–²New Holding2,2620.3%ETFSTXSeagate Technology$321,9110.0%8220.3%Computer and TechnologyDFGRDimensional Global Real Estate ETF$314,176$6,858 â–²2.2%11,8200.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$308,2420.0%6,5710.3%ETFDFARDimensional US Real Estate ETF$288,515$53,900 â–²23.0%12,1990.2%ETFIFRAiShares U.S. Infrastructure ETF$278,798$915 â–²0.3%4,8740.2%ETFVXFVanguard Extended Market ETF$270,104$206 â–²0.1%1,3120.2%ETFBRK.BBerkshire Hathaway$257,4900.0%5370.2%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$236,8040.0%5,5890.2%ETFJPMJPMorgan Chase & Co.$228,0110.0%7750.2%FinanceDIMENSIONAL ETF TRUST$219,274$12,911 â–²6.3%2,9720.2%WORLD EQUITY ETFNFLXNetflix$210,5690.0%2,1900.2%Consumer DiscretionarySTIPiShares 0-5 Year TIPS Bond ETF$208,825$1,965 â–²1.0%2,0190.2%ETFLLYEli Lilly and Company$206,676$206,676 â–²New Holding2250.2%MedicalVIGIVanguard International Dividend Appreciation ETF$206,280$153,383 â–¼-42.6%2,3320.2%ETFXOMExxonMobil$205,967$205,967 â–²New Holding1,2140.2%EnergyShowing largest 100 holdings. 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