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CIK: 0002111587
Total reported value
$135.7M
$135.7M
70 檔
30.0%
The Q4 2025 SEC filing reveals that Donalies Financial Planning, LLC held a total portfolio value of $135.7M, covering 70 public equity positions.
During Q4 2025, Donalies Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.85% | +0.19% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.56% | -0.20% | — | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 5.00% | -0.16% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.47% | -0.22% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.79% | -0.03% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.16% | — | |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 3.74% | -0.35% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | -0.11% | — | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.21% | -0.07% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.83% | -0.41% | — | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.79% | -0.02% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.73% | -0.24% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.72% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.28% | — | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.67% | -0.16% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.45% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +0.09% | — | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.80% | -0.07% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.65% | -0.06% | — | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.46% | +0.04% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | +0.02% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.29% | +0.04% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.27% | -0.10% | — | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | -0.04% | — | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.10% | +0.02% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.06% | +0.04% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.05% | -0.06% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.00% | -0.15% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.09% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.02% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.71% | +0.10% | — | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | +0.01% | — | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.65% | -0.02% | — | |
| 34 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.62% | +0.60% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | +0.15% | — | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.60% | -0.07% | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.55% | -0.02% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.01% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.01% | — | |
| 40 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.46% | +0.02% | — | |
| 41 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.45% | -0.05% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.03% | — | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | — | — | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.41% | +0.06% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | — | — | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.02% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.14% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | — | — | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.32% | +0.02% | — | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.32% | -0.02% | — |
According to official SEC Form 13F filings, Donalies Financial Planning, LLC reported a total U.S. public equity portfolio value of $135.7M across 70 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VOO, DFSU) accounted for 30.0% of total reported equity market value during Q4 2025.
During Q4 2025, Donalies Financial Planning, LLC's top holdings by market value included DFAC (10.8%)、VOO (10.6%)、DFSU (5.0%). The largest single position, DFAC, represented 10.8% of total portfolio value.
In Q4 2025, Donalies Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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