Sponsored

The Analysis of Donalies Financial Planning, LLC's Holdings & P&L

Currently, Donalies Financial Planning, LLC holds 74 types of securities in its portfolio with a total value $117.3M. In the most recent quarter, they have increased their positions in N/A (+1.3K shares, valued at $789.4K), VTES (+3.7K shares, valued at $378.9K), BND (+5.1K shares, valued at $376.0K); decreased their positions in VYM (-1.7K shares, valued at $245.6K), DFAS (-3.2K shares, valued at $227.6K), DFAU (-3.7K shares, valued at $165.2K); initiated new positions in VTES (+3.7K shares, valued at $378.9K), ITOT (+2.3K shares, valued at $322.1K), LLY (+225 shares, valued at $206.7K).

1M P&L

+3.1M+2.84%

3M P&L

-5.9M-4.97%

HY P&L

-6.6M-5.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A87.0M

85.6%

2Consumer Electronics4.1M

4.0%

3Internet Retail3.6M

3.5%

Top Industries by Stock Count

1N/A54 stocks

78.3%

2Drug Manufacturers - General2 stocks

2.9%

3Semiconductors2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS21.1K shares6.68%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST320.2K shares-0.48%2026-03-312026-05-05

DFSU DIMENSIONAL ETF TRUST135.1K shares-0.03%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS83.9K shares-0.09%2026-03-312026-05-05

DFSI DIMENSIONAL ETF TRUST102.0K shares-0.63%2026-03-312026-05-05

VTI VANGUARD INDEX FDS13.0K shares-1.97%2026-03-312026-05-05

AAPL APPLE INC16.0K shares-1.28%2026-03-312026-05-05

DFCF DIMENSIONAL ETF TRUST92.4K shares4.36%2026-03-312026-05-05

Sponsored

BND VANGUARD BD INDEX FDS50.0K shares11.38%2026-03-312026-05-05

AMZN AMAZON COM INC17.1K shares-2.77%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST62.0K shares-3.62%2026-03-312026-05-05

VTV VANGUARD INDEX FDS16.6K shares-0.76%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST95.8K shares0.03%2026-03-312026-05-05

DFAU DIMENSIONAL ETF TRUST66.3K shares-5.23%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST38.5K shares-0.66%2026-03-312026-05-05

MSFT MICROSOFT CORP6.4K shares-1.39%2026-03-312026-05-05

Sponsored

VBR VANGUARD INDEX FDS10.2K shares11.38%2026-03-312026-05-05

DFGX DIMENSIONAL ETF TRUST41.8K shares4.19%2026-03-312026-05-05

ALPHABET INC ALPHABET INC6.7K shares-4.24%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST42.4K shares-5.62%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST45.7K shares-1.64%2026-03-312026-05-05

VUG VANGUARD INDEX FDS3.5K shares2.07%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS28.0K shares11.10%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F25.1K shares9.64%2026-03-312026-05-05

Sponsored

VXUS VANGUARD STAR FDS17.4K shares-1.65%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS8.7K shares-16.00%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS16.4K shares8.99%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS12.8K shares3.36%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST15.3K shares-17.27%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS22.3K shares36.68%2026-03-312026-05-05

VB VANGUARD INDEX FDS4.0K shares2.76%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST12.9K shares-0.18%2026-03-312026-05-05

Sponsored

VGT VANGUARD WORLD FD1.1K shares-4.14%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS14.9K shares3.91%2026-03-312026-05-05

DFSD DIMENSIONAL ETF TRUST14.5K shares-0.23%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T912 shares0.00%2026-03-312026-05-05

DFGP DIMENSIONAL ETF TRUST10.9K shares10.69%2026-03-312026-05-05

ABBV ABBVIE INC2.6K shares52.58%2026-03-312026-05-05

CAT CATERPILLAR INC780 shares15.56%2026-03-312026-05-05

NVDA NVIDIA CORPORATION3.1K shares21.10%2026-03-312026-05-05

Sponsored

SBUX STARBUCKS CORP6.0K shares0.62%2026-03-312026-05-05

TECL DIREXION SHARES ETF TRUST6.2K shares0.00%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS6.7K shares41.95%2026-03-312026-05-05

DFIP DIMENSIONAL ETF TRUST12.6K shares-1.59%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.8K shares10.61%2026-03-312026-05-05

DFSV DIMENSIONAL ETF TRUST14.7K shares0.17%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST12.5K shares7.05%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-24.24%2026-03-312026-05-05

Sponsored

TSLA TESLA INC1.3K shares0.00%2026-03-312026-05-05

NEE NEXTERA ENERGY INC4.3K shares0.56%2026-03-312026-05-05

TXN TEXAS INSTRS INC2.0K shares0.00%2026-03-312026-05-05

DFEM DIMENSIONAL ETF TRUST11.1K shares0.01%2026-03-312026-05-05

VTEI VANGUARD MUN BD FDS3.8K shares41.58%2026-03-312026-05-05

VTES VANGUARD WELLINGTON FD3.7K sharesnew addition2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-05-05

T AT&T INC12.1K shares1.05%2026-03-312026-05-05

Sponsored

DIHP DIMENSIONAL ETF TRUST10.8K shares0.23%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-05-05

ITOT ISHARES TR2.3K sharesnew addition2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL822 shares0.00%2026-03-312026-05-05

DFGR DIMENSIONAL ETF TRUST11.8K shares2.23%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS6.6K shares0.00%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST12.2K shares22.97%2026-03-312026-05-05

IFRA ISHARES TR4.9K shares0.33%2026-03-312026-05-05

Sponsored

VXF VANGUARD INDEX FDS1.3K shares0.08%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL537 shares0.00%2026-03-312026-05-05

DFSE DIMENSIONAL ETF TRUST5.6K shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO775 shares0.00%2026-03-312026-05-05

DFAW DIMENSIONAL ETF TRUST3.0K shares6.26%2026-03-312026-05-05

NFLX NETFLIX INC.2.2K shares0.00%2026-03-312026-05-05

STIP ISHARES TR2.0K shares0.95%2026-03-312026-05-05

LLY ELI LILLY & CO225 sharesnew addition2026-03-312026-05-05

Sponsored

VIGI VANGUARD WHITEHALL FDS2.3K shares-42.65%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-05

VANGUARD INDEX FDS

6.68%

Shares21.1K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

-0.48%

Shares320.2K

Event2026-03-31

Filed2026-05-05

DFSU

DIMENSIONAL ETF TRUST

-0.03%

Shares135.1K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-0.09%

Shares83.9K

Event2026-03-31

Filed2026-05-05

DFSI

DIMENSIONAL ETF TRUST

-0.63%

Shares102.0K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-1.97%

Shares13.0K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-1.28%

Shares16.0K

Event2026-03-31

Filed2026-05-05

DFCF

DIMENSIONAL ETF TRUST

4.36%

Shares92.4K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

11.38%

Shares50.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-2.77%

Shares17.1K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-3.62%

Shares62.0K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-0.76%

Shares16.6K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares95.8K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL ETF TRUST

-5.23%

Shares66.3K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

-0.66%

Shares38.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-1.39%

Shares6.4K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

11.38%

Shares10.2K

Event2026-03-31

Filed2026-05-05

DFGX

DIMENSIONAL ETF TRUST

4.19%

Shares41.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-4.24%

Shares6.7K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

-5.62%

Shares42.4K

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

-1.64%

Shares45.7K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

2.07%

Shares3.5K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

11.10%

Shares28.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

9.64%

Shares25.1K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-1.65%

Shares17.4K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-16.00%

Shares8.7K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

8.99%

Shares16.4K

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

3.36%

Shares12.8K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

-17.27%

Shares15.3K

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

36.68%

Shares22.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.76%

Shares4.0K

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

-0.18%

Shares12.9K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

-4.14%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

3.91%

Shares14.9K

Event2026-03-31

Filed2026-05-05

DFSD

DIMENSIONAL ETF TRUST

-0.23%

Shares14.5K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares912

Event2026-03-31

Filed2026-05-05

DFGP

DIMENSIONAL ETF TRUST

10.69%

Shares10.9K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

52.58%

Shares2.6K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

15.56%

Shares780

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

21.10%

Shares3.1K

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP

0.62%

Shares6.0K

Event2026-03-31

Filed2026-05-05

TECL

DIREXION SHARES ETF TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

41.95%

Shares6.7K

Event2026-03-31

Filed2026-05-05

DFIP

DIMENSIONAL ETF TRUST

-1.59%

Shares12.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

10.61%

Shares1.8K

Event2026-03-31

Filed2026-05-05

DFSV

DIMENSIONAL ETF TRUST

0.17%

Shares14.7K

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

7.05%

Shares12.5K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-24.24%

Shares2.2K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

0.56%

Shares4.3K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

DFEM

DIMENSIONAL ETF TRUST

0.01%

Shares11.1K

Event2026-03-31

Filed2026-05-05

VTEI

VANGUARD MUN BD FDS

41.58%

Shares3.8K

Event2026-03-31

Filed2026-05-05

VTES

VANGUARD WELLINGTON FD

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-05

AT&T INC

1.05%

Shares12.1K

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

0.23%

Shares10.8K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-05

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares822

Event2026-03-31

Filed2026-05-05

DFGR

DIMENSIONAL ETF TRUST

2.23%

Shares11.8K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-05

DFAR

DIMENSIONAL ETF TRUST

22.97%

Shares12.2K

Event2026-03-31

Filed2026-05-05

IFRA

ISHARES TR

0.33%

Shares4.9K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares537

Event2026-03-31

Filed2026-05-05

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

0.00%

Shares775

Event2026-03-31

Filed2026-05-05

DFAW

DIMENSIONAL ETF TRUST

6.26%

Shares3.0K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

0.95%

Shares2.0K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

New

Shares225

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

-42.65%

Shares2.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available