Instuitional Investor - Daner Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Daner Wealth Management, Llc |
| Portfolio Value | $163,377,483 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 460,238 | $19,012,432 | 11.64% | |
| 2. | Invesco Exch Trd Slf Idx Fd | 249,028 | $15,760,956 | 9.65% | |
| 3. | Vanguard Index Fds - LARGE CAP ETF | 43,036 | $13,690,598 | 8.38% | |
| 4. | Dimensional Etf Trust | 289,285 | $12,407,439 | 7.59% | |
| 5. | Dimensional Etf Trust | 140,535 | $10,735,482 | 6.57% |
Hedge Fund Resource Center 
