Instuitional Investor - Daner Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Daner Wealth Management, Llc |
| Portfolio Value | $136,313,983 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 507,031 | $18,232,835 | 13.37% | |
| 2. | Invesco Exch Trd Slf Idx Fd | 286,961 | $16,213,311 | 11.89% | |
| 3. | Vanguard Index Fds | 52,641 | $14,674,108 | 10.76% | |
| 4. | Dimensional Etf Trust | 288,845 | $12,001,527 | 8.8% | |
| 5. | Vanguard Index Fds | 35,230 | $9,783,640 | 7.17% |
