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☆Donalies Financial Planning, LLC

CIK 0002111587 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.394
AUM ($M)
136
Positions
78
Turnover
0.04
Top-10 wt
49%
Herfindahl
0.040
History (qtrs)
3
Excess Return
not eligible

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Holdings · 80 positions · portfolio value $136M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 10.8% +0.2% 14.7 330,465 +10,297 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 10.5% -0.2% 14.3 20,836 -264 2 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 4.6% -0.2% 6.2 132,972 -2,152 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 4.4% -0.2% 5.9 83,096 -789 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 3.5% -0.0% 4.8 12,956 -55 2 —
☆DFSI funds › DIMENSIONAL ETF TRUST TRIM — 3.3% -0.3% 4.5 100,617 -1,372 2 —
☆AAPL funds › APPLE INC TRIM — 3.3% -0.2% 4.5 15,451 -545 2 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 3.3% -0.1% 4.4 104,950 +12,506 2 —
☆AMZN funds › AMAZON COM INC TRIM — 2.9% -0.1% 4.0 16,677 -444 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 2.8% -0.0% 3.8 17,289 +666 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 2.7% -0.4% 3.7 50,403 +440 2 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 2.6% -0.2% 3.5 95,945 +151 2 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.2% 3.5 63,962 +1,977 2 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.0% 3.4 66,287 +14 2 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 2.3% -0.0% 3.1 38,422 -41 2 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 1.8% -0.1% 2.5 10,160 -9 2 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 1.8% -0.1% 2.4 45,474 +3,680 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.7% -0.3% 2.4 6,341 -59 2 —
☆GOOGL funds › ALPHABET INC TRIM — 1.7% +0.1% 2.4 6,613 -118 2 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.0% 1.9 44,601 +2,176 2 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.0% 1.8 45,874 +129 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.3% +0.0% 1.8 20,612 +17,157 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 1.2% +0.0% 1.7 33,352 +5,385 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 1.1% -0.0% 1.5 17,529 +138 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.1% -0.1% 1.5 25,096 -44 2 —
☆TECL funds › DIREXION SHARES ETF TRUST HOLD — 1.1% +0.6% 1.4 6,240 +0 2 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 1.0% -0.1% 1.4 8,626 -79 2 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 1.0% +0.0% 1.3 15,657 +327 2 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.9% -0.1% 1.3 16,449 +88 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.9% +0.0% 1.2 25,705 +3,422 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 1.2 4,034 +82 2 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.9% -0.1% 1.2 12,319 -509 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.8% +0.2% 1.1 21,056 +6,186 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.7% +0.1% 1.0 8,252 +7,186 2 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 0.9 12,825 -29 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.6% +0.1% 0.8 781 +1 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.6% +0.3% 0.8 822 +0 2 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.5% +0.0% 0.7 13,050 +2,104 2 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.5% -0.1% 0.7 14,809 +260 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.5% -0.0% 0.7 912 +0 2 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.5% +0.1% 0.7 17,406 +2,738 2 —
☆ABBV funds › ABBVIE INC ADD — 0.5% +0.0% 0.6 2,580 +12 2 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.0% 0.6 1,825 +1 2 —
☆VSDM funds › VANGUARD MUN BD FDS NEW — 0.5% +0.5% 0.6 8,314 +8,314 1 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.5% +0.0% 0.6 8,172 +1,438 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% -0.0% 0.6 3,108 +3 2 —
☆SBUX funds › STARBUCKS CORP ADD — 0.5% -0.0% 0.6 6,070 +36 2 —
☆INTC funds › INTEL CORP NEW — 0.4% +0.4% 0.6 4,373 +4,373 1 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.4% +0.1% 0.6 2,000 +0 2 —
☆VTES funds › VANGUARD WELLINGTON FD ADD — 0.4% +0.1% 0.6 5,439 +1,693 2 —
☆DFIP funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 0.5 13,189 +581 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.4% -0.0% 0.5 2,238 +0 2 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 0.5 12,801 +314 2 —
☆TSLA funds › TESLA INC HOLD — 0.4% -0.0% 0.5 1,250 +0 2 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.4% +0.1% 0.5 12,712 +1,601 2 —
☆VTEI funds › VANGUARD MUN BD FDS ADD — 0.3% +0.0% 0.5 4,490 +656 2 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 0.4 10,781 +1,669 2 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.1% 0.4 15,832 +3,633 2 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.3% -0.0% 0.4 7,387 +0 2 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 0.4 11,783 +1,011 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.3% -0.1% 0.4 4,320 +25 2 —
☆ITOT funds › ISHARES TR ADD — 0.3% +0.0% 0.4 2,271 +9 2 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 0.4 12,188 +368 2 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.3 1,314 +2 2 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.2% -0.0% 0.3 6,221 -350 2 —
☆IFRA funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 4,638 -236 2 —
☆DFSE funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 0.3 5,640 +51 2 —
☆LLY funds › ELI LILLY & CO HOLD — 0.2% +0.0% 0.3 225 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 0.3 537 +0 2 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.2% -0.0% 0.3 775 +0 2 —
☆T funds › AT&T INC ADD — 0.2% -0.1% 0.3 12,189 +127 2 —
☆DFAW funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.2 2,782 -190 2 —
☆CSCO funds › CISCO SYS INC NEW — 0.2% +0.2% 0.2 1,950 +1,950 1 —
☆STIP funds › ISHARES TR ADD — 0.2% -0.0% 0.2 2,169 +150 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.0% 0.2 2,307 -25 2 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.2 1,621 +1,621 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.2% +0.2% 0.2 1,355 +1,355 1 —
☆IWB funds › ISHARES TR NEW — 0.2% +0.2% 0.2 500 +500 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.2% 0.0 0 -1,214 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.2% 0.0 0 -2,190 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 136 78 0.04 49% 0.040 0.394 — in
2026Q1 117 74 0.04 51% 0.041 0.390 — entered
2025Q4 117 70 0.00 52% 0.042 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status