Titelia

Holdings of Donalies Financial Planning, LLC

59 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.4 % of the equity sleeve

Sector breakdown

  • Funds 13.3 %
  • Technology 7.8 %
  • Consumer discretionary 4.8 %
  • Communication 3.2 %
  • Health care 0.8 %
  • Industrials 0.6 %
  • Financials 0.5 %
  • Utilities 0.4 %
  • Energy 0.2 %
  • Unattributed 68.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5994.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 21,10012.6M $
2Dimensional ETF Trust 320,16812.4M $
3Vanguard FTSE Developed Markets ETF 83,8855.4M $
4Vanguard Total Stock Market ETF 13,0114.2M $
5Apple Inc 15,9964.1M $
6Dimensional ETF Trust 92,4443.9M $
7Vanguard Total Bond Market ETF 49,9633.7M $
8Amazon.com Inc 17,1213.6M $
9Dimensional International Value ETF 61,9853.3M $
10Vanguard Value ETF 16,6233.3M $
11Dimensional ETF Trust 38,4632.7M $
12Microsoft Corp 6,4002.4M $
13Vanguard Index Funds 10,1692.2M $
14Alphabet Inc 6,7311.9M $
15Dimensional ETF Trust 42,4251.6M $
16Dimensional ETF Trust 45,7451.5M $
17Vanguard Growth ETF 3,4551.5M $
18Vanguard Malvern Funds 27,9671.4M $
19Vanguard International Equity Index Funds 25,1401.4M $
20Vanguard Total International S 17,3911.3M $
21Vanguard High Dividend Yield E 8,7051.3M $
22Vanguard Bond Index Funds 16,3611.3M $
23Vanguard Real Estate ETF 12,8281.1M $
24Dimensional U S Small Cap ETF 15,3301.1M $
25Vanguard Charlotte Funds 22,2831.1M $
26Vanguard Small-Cap ETF 3,9521M $
27Dimensional U S Targeted Value ETF 12,854802.7K $
28Vanguard Information Technology ETF 1,066744.1K $
29Vanguard Tax-Exempt Bond Index ETF 14,870741.9K $
30State Street SPDR S&P 500 ETF Trust 912593.1K $
31AbbVie Inc 2,568558.6K $
32Caterpillar Inc 780552.8K $
33NVIDIA Corp 3,105541.4K $
34Starbucks Corp 6,034540.6K $
35Vanguard Short-term Bond Etf 6,734528K $
36Dimensional Inflation-Protecte 12,608526K $
37Alphabet Inc 1,824523.3K $
38Dimensional ETF Trust 12,487486.5K $
39VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,238481.3K $
40Tesla Inc 1,250464.7K $
41NextEra Energy Inc 4,295398.9K $
42Texas Instruments Inc 2,000388.3K $
43Vanguard Intermediate-Term Tax-Exempt Bond ETF 3,834383.2K $
44Vanguard Short-Term Tax-Exempt Bond ETF 3,746378.9K $
45DFA Dimensional US Marketwide Value ETF 7,387358K $
46AT&T Inc 12,062349.7K $
47Dimensional ETF Trust 9,112325.4K $
48iShares Core S&P Total U.S. Stock Market ETF 2,262322.1K $
49State Street SPDR Portfolio Emerging Markets ETF 6,571308.2K $
50Dimensional ETF Trust 12,199288.5K $
51iShares U.S. Infrastructure ETF 4,874278.8K $
52Vanguard Extended Market ETF 1,312270.1K $
53Berkshire Hathaway Inc 537257.5K $
54JPMorgan Chase & Co 775228K $
55Netflix Inc 2,190210.6K $
56iShares 0-5 Year TIPS Bond ETF 2,019208.8K $
57Eli Lilly & Co 225206.7K $
58Vanguard International Dividend Appreciation ETF 2,332206.3K $
59Exxon Mobil Corp 1,214206K $