Donalies Financial Planning, LLC

Est. AUM

$117.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.6M	21100	10.75%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.4M	320168	10.60%	SOLE
3	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$5.6M	135124	4.73%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.4M	83885	4.58%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATIONAL	$4.3M	101989	3.69%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	13011	3.56%	SOLE
7	APPLE INC	COM	$4.1M	15996	3.46%	SOLE
8	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.9M	92444	3.33%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	49963	3.14%	SOLE
10	AMAZON COM INC	COM	$3.6M	17121	3.04%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.3M	61985	2.79%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$3.3M	16623	2.78%	SOLE
13	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.3M	95794	2.77%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.0M	66273	2.55%	SOLE
15	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.7M	38463	2.32%	SOLE
16	MICROSOFT CORP	COM	$2.4M	6400	2.02%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	10169	1.88%	SOLE
18	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$2.2M	41794	1.87%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.9M	6731	1.65%	SOLE
20	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.6M	42425	1.33%	SOLE
21	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.5M	45745	1.32%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	3455	1.29%	SOLE
23	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.4M	27967	1.19%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	25140	1.16%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	17391	1.14%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	8705	1.10%	SOLE
27	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	16361	1.08%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	12828	0.97%	SOLE
29	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	15330	0.93%	SOLE
30	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	22283	0.91%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$1.0M	3952	0.88%	SOLE
32	DIMENSIONAL ETF TRUST	US TARGETED VLU	$802K	12854	0.68%	SOLE
33	VANGUARD WORLD FD	INF TECH ETF	$744K	1066	0.63%	SOLE
34	VANGUARD MUN BD FDS	TAX EXEMPT BD	$741K	14870	0.63%	SOLE
35	DIMENSIONAL ETF TRUST	SHORT DURATION F	$696K	14549	0.59%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$593K	912	0.51%	SOLE
37	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$590K	10946	0.50%	SOLE
38	ABBVIE INC	COM	$558K	2568	0.48%	SOLE
39	CATERPILLAR INC	COM	$552K	780	0.47%	SOLE
40	NVIDIA CORPORATION	COM	$541K	3105	0.46%	SOLE
41	DIREXION SHARES ETF TRUST	DAILY TECHNOLOGY	$540K	6240	0.46%	SOLE
42	STARBUCKS CORP	COM	$540K	6034	0.46%	SOLE
43	VANGUARD BD INDEX FDS	SHORT TRM BOND	$528K	6734	0.45%	SOLE
44	DIMENSIONAL ETF TRUST	INFLATION PROTE	$525K	12608	0.45%	SOLE
45	ALPHABET INC	CAP STK CL C	$523K	1824	0.45%	SOLE
46	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$513K	14668	0.44%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$486K	12487	0.41%	SOLE
48	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$481K	2238	0.41%	SOLE
49	TESLA INC	COM	$464K	1250	0.40%	SOLE
50	NEXTERA ENERGY INC	COM	$398K	4295	0.34%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.