Donalies Financial Planning

WASHINGTON, DCfiles as Donalies Financial Planning, LLC

$136m in 78 US stocks at the end of 30 June 2026. The top 10 are 49.4% of the money. It changed about 3.8% of the portfolio this quarter.

Value

$136m

Stocks

Top 10 share

49.4%

Turnover

3.8%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard MUN BD FDSVSDM
0.5% of the fund
IntelINTC
0.4% of the fund
Cisco SystemsCSCO
0.2% of the fund
Vanguard World FDESGV
0.2% of the fund
Vanguard Intl Equity Index FVT
0.2% of the fund
Ishares TRIWB
0.2% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
10.8% of the fund
+3%
Dimensional ETF TrustDFCF
3.3% of the fund
+14%
Vanguard Index FDSVTV
2.8% of the fund
+4%
Dimensional ETF TrustDFIV
2.5% of the fund
+3%
Dimensional ETF TrustDFGX
1.8% of the fund
+9%
Dimensional ETF TrustDUHP
1.4% of the fund
+5%
Vanguard Malvern FDSVTIP
1.2% of the fund
+19%
Dimensional ETF TrustDFAS
1.0% of the fund
+2%
Vanguard Charlotte FDSBNDX
0.9% of the fund
+15%
Vanguard Index FDSVB
0.9% of the fund
+2%
Vanguard MUN BD FDSVTEB
0.8% of the fund
+42%
Dimensional ETF TrustDFGP
0.5% of the fund
+19%
Dimensional ETF TrustDFSV
0.5% of the fund
+19%
Vanguard BD Index FDSBSV
0.5% of the fund
+21%
Vanguard Wellington FDVTES
0.4% of the fund
+45%
Dimensional ETF TrustDFIP
0.4% of the fund
+5%
Dimensional ETF TrustDFAI
0.4% of the fund
+3%
Dimensional ETF TrustDFEM
0.4% of the fund
+14%
Vanguard MUN BD FDSVTEI
0.3% of the fund
+17%
Dimensional ETF TrustDFLV
0.3% of the fund
+18%
Dimensional ETF TrustDFAR
0.3% of the fund
+30%
Dimensional ETF TrustDIHP
0.3% of the fund
+9%
Dimensional ETF TrustDFGR
0.3% of the fund
+3%
Ishares TRSTIP
0.2% of the fund
+7%

Cut

Sold some of their stake.

AppleAAPL
3.3% of the fund
-3%
Amazon.comAMZN
2.9% of the fund
-3%
Vanguard Index FDSVNQ
0.9% of the fund
-4%
Vanguard World FDVGT
0.7% of the fund
-3%
Spdr Index SHS FDSSPEM
0.2% of the fund
-5%
Ishares TRIFRA
0.2% of the fund
-5%
Dimensional World EquityDFAW
0.2% of the fund
-6%

Sold out

Sold their entire stake.

NetflixNFLX
-100%
ExxonMobil HoldingsXOM
-100%

Holdings

Dimensional ETF TrustDFAC
Share
10.8%
Value
$15m
Shares
330,465
+3%
Vanguard Index FDSVOO
Share
10.5%
Value
$14m
Shares
20,836
Held
Dimensional ETF TrustDFSU
Share
4.6%
Value
$6m
Shares
132,972
Held
Vanguard Tax-Managed FDSVEA
Share
4.4%
Value
$6m
Shares
83,096
Held
Vanguard Index FDSVTI
Share
3.5%
Value
$5m
Shares
12,956
Held
Dimensional ETF TrustDFSI
Share
3.3%
Value
$5m
Shares
100,617
Held
AppleAAPL
Share
3.3%
Value
$4m
Shares
15,451
-3%
Dimensional ETF TrustDFCF
Share
3.3%
Value
$4m
Shares
104,950
+14%
Amazon.comAMZN
Share
2.9%
Value
$4m
Shares
16,677
-3%
Vanguard Index FDSVTV
Share
2.8%
Value
$4m
Shares
17,289
+4%
Vanguard BD Index FDSBND
Share
2.7%
Value
$4m
Shares
50,403
Held
Dimensional ETF TrustDFAX
Share
2.6%
Value
$4m
Shares
95,945
Held
Dimensional ETF TrustDFIV
Share
2.5%
Value
$3m
Shares
63,962
+3%
Dimensional ETF TrustDFAU
Share
2.5%
Value
$3m
Shares
66,287
Held
Dimensional ETF TrustDFUS
Share
2.3%
Value
$3m
Shares
38,422
Held
Vanguard Index FDSVBR
Share
1.8%
Value
$2m
Shares
10,160
Held
Dimensional ETF TrustDFGX
Share
1.8%
Value
$2m
Shares
45,474
+9%
MicrosoftMSFT
Share
1.7%
Value
$2m
Shares
6,341
Held
AlphabetGOOGL
Share
1.7%
Value
$2m
Shares
6,613
Held
Dimensional ETF TrustDUHP
Share
1.4%
Value
$2m
Shares
44,601
+5%
Dimensional ETF TrustDFAE
Share
1.4%
Value
$2m
Shares
45,874
Held
Vanguard Index FDSVUG
Share
1.3%
Value
$2m
Shares
20,612
Held
Vanguard Malvern FDSVTIP
Share
1.2%
Value
$2m
Shares
33,352
+19%
Vanguard Star FDSVXUS
Share
1.1%
Value
$1m
Shares
17,529
Held
Vanguard Intl Equity Index FVWO
Share
1.1%
Value
$1m
Shares
25,096
Held
Direxion Shares ETF TrustTECL
Share
1.1%
Value
$1m
Shares
6,240
Held
Vanguard Whitehall FDSVYM
Share
1.0%
Value
$1m
Shares
8,626
Held
Dimensional ETF TrustDFAS
Share
1.0%
Value
$1m
Shares
15,657
+2%
Vanguard BD Index FDSBIV
Share
0.9%
Value
$1m
Shares
16,449
Held
Vanguard Charlotte FDSBNDX
Share
0.9%
Value
$1m
Shares
25,705
+15%
Vanguard Index FDSVB
Share
0.9%
Value
$1m
Shares
4,034
+2%
Vanguard Index FDSVNQ
Share
0.9%
Value
$1m
Shares
12,319
-4%
Vanguard MUN BD FDSVTEB
Share
0.8%
Value
$1m
Shares
21,056
+42%
Vanguard World FDVGT
Share
0.7%
Value
$986,256
Shares
8,252
-3%
Dimensional ETF TrustDFAT
Share
0.7%
Value
$896,468
Shares
12,825
Held
CaterpillarCAT
Share
0.6%
Value
$831,173
Shares
781
Held
Seagate Technology HoldingsSTX
Share
0.6%
Value
$792,945
Shares
822
Held
Dimensional ETF TrustDFGP
Share
0.5%
Value
$710,699
Shares
13,050
+19%
Dimensional ETF TrustDFSD
Share
0.5%
Value
$707,151
Shares
14,809
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$681,054
Shares
912
Held
Dimensional ETF TrustDFSV
Share
0.5%
Value
$675,177
Shares
17,406
+19%
AbbVieABBV
Share
0.5%
Value
$649,345
Shares
2,580
Held
AlphabetGOOG
Share
0.5%
Value
$644,806
Shares
1,825
Held
Vanguard MUN BD FDSVSDM
Share
0.5%
Value
$637,102
Shares
8,314
New
Vanguard BD Index FDSBSV
Share
0.5%
Value
$636,717
Shares
8,172
+21%
NvidiaNVDA
Share
0.5%
Value
$621,785
Shares
3,108
Held
StarbucksSBUX
Share
0.5%
Value
$620,341
Shares
6,070
Held
IntelINTC
Share
0.4%
Value
$610,557
Shares
4,373
New
Texas InstrumentsTXN
Share
0.4%
Value
$596,140
Shares
2,000
Held
Vanguard Wellington FDVTES
Share
0.4%
Value
$551,038
Shares
5,439
+45%
Dimensional ETF TrustDFIP
Share
0.4%
Value
$544,130
Shares
13,189
+5%
Vanguard Specialized FundsVIG
Share
0.4%
Value
$529,583
Shares
2,238
Held
Dimensional ETF TrustDFAI
Share
0.4%
Value
$528,048
Shares
12,801
+3%
TeslaTSLA
Share
0.4%
Value
$525,750
Shares
1,250
Held
Dimensional ETF TrustDFEM
Share
0.4%
Value
$516,625
Shares
12,712
+14%
Vanguard MUN BD FDSVTEI
Share
0.3%
Value
$453,351
Shares
4,490
+17%
Dimensional ETF TrustDFLV
Share
0.3%
Value
$426,289
Shares
10,781
+18%
Dimensional ETF TrustDFAR
Share
0.3%
Value
$414,160
Shares
15,832
+30%
Dimensional ETF TrustDFUV
Share
0.3%
Value
$406,359
Shares
7,387
Held
Dimensional ETF TrustDIHP
Share
0.3%
Value
$402,106
Shares
11,783
+9%
NextEra EnergyNEE
Share
0.3%
Value
$379,188
Shares
4,320
Held
Ishares TRITOT
Share
0.3%
Value
$372,987
Shares
2,271
Held
Dimensional ETF TrustDFGR
Share
0.3%
Value
$353,090
Shares
12,188
+3%
Vanguard Index FDSVXF
Share
0.2%
Value
$323,425
Shares
1,314
Held
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$322,122
Shares
6,221
-5%
Ishares TRIFRA
Share
0.2%
Value
$292,397
Shares
4,638
-5%
Dimensional ETF TrustDFSE
Share
0.2%
Value
$275,680
Shares
5,640
Held
Eli LillyLLY
Share
0.2%
Value
$269,882
Shares
225
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$268,876
Shares
537
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$253,722
Shares
775
Held
AT&TT
Share
0.2%
Value
$252,309
Shares
12,189
Held
Dimensional World EquityDFAW
Share
0.2%
Value
$230,322
Shares
2,782
-6%
Cisco SystemsCSCO
Share
0.2%
Value
$229,022
Shares
1,950
New
Ishares TRSTIP
Share
0.2%
Value
$221,585
Shares
2,169
+7%
Vanguard Whitehall FDSVIGI
Share
0.2%
Value
$215,462
Shares
2,307
Held
Vanguard World FDESGV
Share
0.2%
Value
$214,361
Shares
1,621
New
Vanguard Intl Equity Index FVT
Share
0.2%
Value
$212,615
Shares
1,355
New
Ishares TRIWB
Share
0.2%
Value
$204,750
Shares
500
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	10.8%	$15m	330,465	+3%
Vanguard Index FDSVOO	10.5%	$14m	20,836	Held
Dimensional ETF TrustDFSU	4.6%	$6m	132,972	Held
Vanguard Tax-Managed FDSVEA	4.4%	$6m	83,096	Held
Vanguard Index FDSVTI	3.5%	$5m	12,956	Held
Dimensional ETF TrustDFSI	3.3%	$5m	100,617	Held
AppleAAPL	3.3%	$4m	15,451	-3%
Dimensional ETF TrustDFCF	3.3%	$4m	104,950	+14%
Amazon.comAMZN	2.9%	$4m	16,677	-3%
Vanguard Index FDSVTV	2.8%	$4m	17,289	+4%
Vanguard BD Index FDSBND	2.7%	$4m	50,403	Held
Dimensional ETF TrustDFAX	2.6%	$4m	95,945	Held
Dimensional ETF TrustDFIV	2.5%	$3m	63,962	+3%
Dimensional ETF TrustDFAU	2.5%	$3m	66,287	Held
Dimensional ETF TrustDFUS	2.3%	$3m	38,422	Held
Vanguard Index FDSVBR	1.8%	$2m	10,160	Held
Dimensional ETF TrustDFGX	1.8%	$2m	45,474	+9%
MicrosoftMSFT	1.7%	$2m	6,341	Held
AlphabetGOOGL	1.7%	$2m	6,613	Held
Dimensional ETF TrustDUHP	1.4%	$2m	44,601	+5%
Dimensional ETF TrustDFAE	1.4%	$2m	45,874	Held
Vanguard Index FDSVUG	1.3%	$2m	20,612	Held
Vanguard Malvern FDSVTIP	1.2%	$2m	33,352	+19%
Vanguard Star FDSVXUS	1.1%	$1m	17,529	Held
Vanguard Intl Equity Index FVWO	1.1%	$1m	25,096	Held
Direxion Shares ETF TrustTECL	1.1%	$1m	6,240	Held
Vanguard Whitehall FDSVYM	1.0%	$1m	8,626	Held
Dimensional ETF TrustDFAS	1.0%	$1m	15,657	+2%
Vanguard BD Index FDSBIV	0.9%	$1m	16,449	Held
Vanguard Charlotte FDSBNDX	0.9%	$1m	25,705	+15%
Vanguard Index FDSVB	0.9%	$1m	4,034	+2%
Vanguard Index FDSVNQ	0.9%	$1m	12,319	-4%
Vanguard MUN BD FDSVTEB	0.8%	$1m	21,056	+42%
Vanguard World FDVGT	0.7%	$986,256	8,252	-3%
Dimensional ETF TrustDFAT	0.7%	$896,468	12,825	Held
CaterpillarCAT	0.6%	$831,173	781	Held
Seagate Technology HoldingsSTX	0.6%	$792,945	822	Held
Dimensional ETF TrustDFGP	0.5%	$710,699	13,050	+19%
Dimensional ETF TrustDFSD	0.5%	$707,151	14,809	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$681,054	912	Held
Dimensional ETF TrustDFSV	0.5%	$675,177	17,406	+19%
AbbVieABBV	0.5%	$649,345	2,580	Held
AlphabetGOOG	0.5%	$644,806	1,825	Held
Vanguard MUN BD FDSVSDM	0.5%	$637,102	8,314	New
Vanguard BD Index FDSBSV	0.5%	$636,717	8,172	+21%
NvidiaNVDA	0.5%	$621,785	3,108	Held
StarbucksSBUX	0.5%	$620,341	6,070	Held
IntelINTC	0.4%	$610,557	4,373	New
Texas InstrumentsTXN	0.4%	$596,140	2,000	Held
Vanguard Wellington FDVTES	0.4%	$551,038	5,439	+45%
Dimensional ETF TrustDFIP	0.4%	$544,130	13,189	+5%
Vanguard Specialized FundsVIG	0.4%	$529,583	2,238	Held
Dimensional ETF TrustDFAI	0.4%	$528,048	12,801	+3%
TeslaTSLA	0.4%	$525,750	1,250	Held
Dimensional ETF TrustDFEM	0.4%	$516,625	12,712	+14%
Vanguard MUN BD FDSVTEI	0.3%	$453,351	4,490	+17%
Dimensional ETF TrustDFLV	0.3%	$426,289	10,781	+18%
Dimensional ETF TrustDFAR	0.3%	$414,160	15,832	+30%
Dimensional ETF TrustDFUV	0.3%	$406,359	7,387	Held
Dimensional ETF TrustDIHP	0.3%	$402,106	11,783	+9%
NextEra EnergyNEE	0.3%	$379,188	4,320	Held
Ishares TRITOT	0.3%	$372,987	2,271	Held
Dimensional ETF TrustDFGR	0.3%	$353,090	12,188	+3%
Vanguard Index FDSVXF	0.2%	$323,425	1,314	Held
Spdr Index SHS FDSSPEM	0.2%	$322,122	6,221	-5%
Ishares TRIFRA	0.2%	$292,397	4,638	-5%
Dimensional ETF TrustDFSE	0.2%	$275,680	5,640	Held
Eli LillyLLY	0.2%	$269,882	225	Held
Berkshire HathawayBRK-B	0.2%	$268,876	537	Held
JPMorgan ChaseJPM	0.2%	$253,722	775	Held
AT&TT	0.2%	$252,309	12,189	Held
Dimensional World EquityDFAW	0.2%	$230,322	2,782	-6%
Cisco SystemsCSCO	0.2%	$229,022	1,950	New
Ishares TRSTIP	0.2%	$221,585	2,169	+7%
Vanguard Whitehall FDSVIGI	0.2%	$215,462	2,307	Held
Vanguard World FDESGV	0.2%	$214,361	1,621	New
Vanguard Intl Equity Index FVT	0.2%	$212,615	1,355	New
Ishares TRIWB	0.2%	$204,750	500	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 15.5% since 31 December 2025.

Where the money is

Technology7.1%

Retail & consumer3.8%

Media & telecom2.4%

Health care0.7%

Industrials0.6%

Financial services0.4%

Utilities0.3%

Other84.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.