Sponsored

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

Currently, Donalies Financial Planning, LLC holds 78 types of securities in its portfolio with a total value $135.7M. In the most recent quarter, they have increased their positions in VUG (+17.2K shares, valued at $1.5M), VGT (+7.2K shares, valued at $858.9K), VSDM (+8.3K shares, valued at $637.1K); decreased their positions in VOO (-264 shares, valued at $181.3K), AAPL (-545 shares, valued at $157.7K), AMZN (-444 shares, valued at $105.8K); initiated new positions in VSDM (+8.3K shares, valued at $637.1K), INTC (+4.4K shares, valued at $610.6K), N/A (+1.9K shares, valued at $229.0K).

1M P&L

+3.7M+2.92%

3M P&L

+2.0M+1.57%

HY P&L

-2.4M-1.82%

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/A109.5M

85.6%

2Consumer Electronics4.5M

3.5%

3Internet Retail4.0M

3.1%

Top Industries by Stock Count

1N/A57 stocks

80.3%

2Semiconductors3 stocks

4.2%

3Internet Content & Information2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST330.5K shares3.22%2026-06-302026-08-06

VOO VANGUARD INDEX FDS20.8K shares-1.25%2026-06-302026-08-06

DFSU DIMENSIONAL ETF TRUST133.0K shares-1.59%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS83.1K shares-0.94%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS13.0K shares-0.42%2026-06-302026-08-06

DFSI DIMENSIONAL ETF TRUST100.6K shares-1.35%2026-06-302026-08-06

AAPL APPLE INC15.5K shares-3.41%2026-06-302026-08-06

DFCF DIMENSIONAL ETF TRUST105.0K shares13.53%2026-06-302026-08-06

Sponsored

AMZN AMAZON COM INC16.7K shares-2.59%2026-06-302026-08-06

VTV VANGUARD INDEX FDS17.3K shares4.01%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS50.4K shares0.88%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST95.9K shares0.16%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST64.0K shares3.19%2026-06-302026-08-06

DFAU DIMENSIONAL ETF TRUST66.3K shares0.02%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST38.4K shares-0.11%2026-06-302026-08-06

VBR VANGUARD INDEX FDS10.2K shares-0.09%2026-06-302026-08-06

Sponsored

DFGX DIMENSIONAL ETF TRUST45.5K shares8.81%2026-06-302026-08-06

MSFT MICROSOFT CORP6.3K shares-0.92%2026-06-302026-08-06

GOOGL ALPHABET INC6.6K shares-1.75%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST44.6K shares5.13%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST45.9K shares0.28%2026-06-302026-08-06

VUG VANGUARD INDEX FDS20.6K shares496.58%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS33.4K shares19.25%2026-06-302026-08-06

VXUS VANGUARD STAR FDS17.5K shares0.79%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F25.1K shares-0.18%2026-06-302026-08-06

TECL DIREXION SHARES ETF TRUST6.2K shares0.00%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS8.6K shares-0.91%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST15.7K shares2.13%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS16.4K shares0.54%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS25.7K shares15.36%2026-06-302026-08-06

VB VANGUARD INDEX FDS4.0K shares2.07%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS12.3K shares-3.97%2026-06-302026-08-06

Sponsored

VTEB VANGUARD MUN BD FDS21.1K shares41.60%2026-06-302026-08-06

VGT VANGUARD WORLD FD8.3K shares674.11%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST12.8K shares-0.23%2026-06-302026-08-06

CAT CATERPILLAR INC781 shares0.13%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL822 shares0.00%2026-06-302026-08-06

DFGP DIMENSIONAL ETF TRUST13.1K shares19.22%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST14.8K shares1.79%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T912 shares0.00%2026-06-302026-08-06

Sponsored

DFSV DIMENSIONAL ETF TRUST17.4K shares18.67%2026-06-302026-08-06

ABBVIE INC ABBVIE INC2.6K shares0.47%2026-06-302026-08-06

GOOG ALPHABET INC1.8K shares0.05%2026-06-302026-08-06

VSDM VANGUARD MUN BD FDS8.3K sharesnew addition2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS8.2K shares21.35%2026-06-302026-08-06

NVDA NVIDIA CORPORATION3.1K shares0.10%2026-06-302026-08-06

SBUX STARBUCKS CORP6.1K shares0.60%2026-06-302026-08-06

INTC INTEL CORP4.4K sharesnew addition2026-06-302026-08-06

Sponsored

TXN TEXAS INSTRS INC2.0K shares0.00%2026-06-302026-08-06

VTES VANGUARD WELLINGTON FD5.4K shares45.19%2026-06-302026-08-06

DFIP DIMENSIONAL ETF TRUST13.2K shares4.61%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST12.8K shares2.51%2026-06-302026-08-06

TSLA TESLA INC1.3K shares0.00%2026-06-302026-08-06

DFEM DIMENSIONAL ETF TRUST12.7K shares14.41%2026-06-302026-08-06

VTEI VANGUARD MUN BD FDS4.5K shares17.11%2026-06-302026-08-06

Sponsored

DFLV DIMENSIONAL ETF TRUST10.8K shares18.32%2026-06-302026-08-06

DFAR DIMENSIONAL ETF TRUST15.8K shares29.78%2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST7.4K shares0.00%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST11.8K shares9.39%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC4.3K shares0.58%2026-06-302026-08-06

ITOT ISHARES TR2.3K shares0.40%2026-06-302026-08-06

DFGR DIMENSIONAL ETF TRUST12.2K shares3.11%2026-06-302026-08-06

VXF VANGUARD INDEX FDS1.3K shares0.15%2026-06-302026-08-06

Sponsored

SPEM SPDR INDEX SHS FDS6.2K shares-5.33%2026-06-302026-08-06

IFRA ISHARES TR4.6K shares-4.84%2026-06-302026-08-06

DFSE DIMENSIONAL ETF TRUST5.6K shares0.91%2026-06-302026-08-06

LLY ELI LILLY & CO225 shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL537 shares0.00%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO775 shares0.00%2026-06-302026-08-06

T AT&T INC12.2K shares1.05%2026-06-302026-08-06

DFAW DIMENSIONAL ETF TRUST2.8K shares-6.39%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-08-06

STIP ISHARES TR2.2K shares7.43%2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS2.3K shares-1.07%2026-06-302026-08-06

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2026-06-302026-08-06

IWB ISHARES TR500 sharesnew addition2026-06-302026-08-06

DFAC

DIMENSIONAL ETF TRUST

3.22%

Shares330.5K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-1.25%

Shares20.8K

Event2026-06-30

Filed2026-08-06

DFSU

DIMENSIONAL ETF TRUST

-1.59%

Shares133.0K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-0.94%

Shares83.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.42%

Shares13.0K

Event2026-06-30

Filed2026-08-06

DFSI

DIMENSIONAL ETF TRUST

-1.35%

Shares100.6K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-3.41%

Shares15.5K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL ETF TRUST

13.53%

Shares105.0K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-2.59%

Shares16.7K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

4.01%

Shares17.3K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

0.88%

Shares50.4K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

0.16%

Shares95.9K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

3.19%

Shares64.0K

Event2026-06-30

Filed2026-08-06

DFAU

DIMENSIONAL ETF TRUST

0.02%

Shares66.3K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-0.11%

Shares38.4K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

-0.09%

Shares10.2K

Event2026-06-30

Filed2026-08-06

DFGX

DIMENSIONAL ETF TRUST

8.81%

Shares45.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-0.92%

Shares6.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.75%

Shares6.6K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

5.13%

Shares44.6K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

0.28%

Shares45.9K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

496.58%

Shares20.6K

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

19.25%

Shares33.4K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

0.79%

Shares17.5K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-0.18%

Shares25.1K

Event2026-06-30

Filed2026-08-06

TECL

DIREXION SHARES ETF TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-0.91%

Shares8.6K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

2.13%

Shares15.7K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

0.54%

Shares16.4K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

15.36%

Shares25.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

2.07%

Shares4.0K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-3.97%

Shares12.3K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

41.60%

Shares21.1K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

674.11%

Shares8.3K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-0.23%

Shares12.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.13%

Shares781

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares822

Event2026-06-30

Filed2026-08-06

DFGP

DIMENSIONAL ETF TRUST

19.22%

Shares13.1K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

1.79%

Shares14.8K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

0.00%

Shares912

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

18.67%

Shares17.4K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.47%

Shares2.6K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.05%

Shares1.8K

Event2026-06-30

Filed2026-08-06

VSDM

VANGUARD MUN BD FDS

New

Shares8.3K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

21.35%

Shares8.2K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.10%

Shares3.1K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

0.60%

Shares6.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VTES

VANGUARD WELLINGTON FD

45.19%

Shares5.4K

Event2026-06-30

Filed2026-08-06

DFIP

DIMENSIONAL ETF TRUST

4.61%

Shares13.2K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

2.51%

Shares12.8K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

14.41%

Shares12.7K

Event2026-06-30

Filed2026-08-06

VTEI

VANGUARD MUN BD FDS

17.11%

Shares4.5K

Event2026-06-30

Filed2026-08-06

DFLV

DIMENSIONAL ETF TRUST

18.32%

Shares10.8K

Event2026-06-30

Filed2026-08-06

DFAR

DIMENSIONAL ETF TRUST

29.78%

Shares15.8K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

9.39%

Shares11.8K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.58%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.40%

Shares2.3K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

3.11%

Shares12.2K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

0.15%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

-5.33%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

-4.84%

Shares4.6K

Event2026-06-30

Filed2026-08-06

DFSE

DIMENSIONAL ETF TRUST

0.91%

Shares5.6K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

0.00%

Shares225

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares537

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.00%

Shares775

Event2026-06-30

Filed2026-08-06

AT&T INC

1.05%

Shares12.2K

Event2026-06-30

Filed2026-08-06

DFAW

DIMENSIONAL ETF TRUST

-6.39%

Shares2.8K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

7.43%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

-1.07%

Shares2.3K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

New

Shares500

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available