Daner Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $19.01M | 11.6% |
| INVESCO EXCH TRD SLF IDX FD | $15.76M | 9.6% |
| VANGUARD INDEX FDS | $13.69M | 8.4% |
| DIMENSIONAL ETF TRUST | $12.41M | 7.6% |
| DIMENSIONAL ETF TRUST | $10.74M | 6.6% |
| VANGUARD INDEX FDS | $10.05M | 6.2% |
| ISHARES TR | $8.09M | 5.0% |
| INVESCO ACTIVELY MANAGED EXC | $5.85M | 3.6% |
| ISHARES TR | $5.83M | 3.6% |
| INVESCO ACTIVELY MANAGED EXC | $5.60M | 3.4% |
| DIMENSIONAL ETF TRUST | $4.21M | 2.6% |
| ISHARES TR | $3.87M | 2.4% |
| DIMENSIONAL ETF TRUST | $2.99M | 1.8% |
| DIMENSIONAL ETF TRUST | $2.20M | 1.3% |
| VANGUARD INDEX FDS | $1.86M | 1.1% |
| DIMENSIONAL ETF TRUST | $1.70M | 1.0% |
| DIMENSIONAL ETF TRUST | $1.61M | 1.0% |
| SELECT SECTOR SPDR TR | $1.52M | 0.9% |
| Apple Inc. | $1.29M | 0.8% |
| ISHARES TR | $1.13M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.12M | 0.7% |
| Amazon.com Inc | $1.06M | 0.7% |
| CATERPILLAR INC | $1.02M | 0.6% |
| NVIDIA Corp | $972.5K | 0.6% |
| DIMENSIONAL ETF TRUST | $937.3K | 0.6% |
| MCDONALD'S CORP | $927.6K | 0.6% |
| ELI LILLY & Co | $834.7K | 0.5% |
| VANGUARD MALVERN FDS | $801.5K | 0.5% |
| DIMENSIONAL ETF TRUST | $785.3K | 0.5% |
| INVESCO EXCH TRADED FD TR II | $756.4K | 0.5% |
| Alphabet Inc. | $751.6K | 0.5% |
| INVESCO EXCH TRADED FD TR II | $706.1K | 0.4% |
| VANGUARD BD INDEX FDS | $704.1K | 0.4% |
| ISHARES TR | $700.2K | 0.4% |
| Tesla Inc | $686.7K | 0.4% |
| ISHARES TR | $669.6K | 0.4% |
| DIMENSIONAL ETF TRUST | $669.3K | 0.4% |
| DIMENSIONAL ETF TRUST | $647.9K | 0.4% |
| ISHARES TR | $641.0K | 0.4% |
| Meta Platforms Inc | $639.2K | 0.4% |
| Valero Energy Corp | $624.0K | 0.4% |
| Visa Inc | $576.3K | 0.4% |
| Warren E. Buffett | $518.8K | 0.3% |
| ISHARES INC | $497.4K | 0.3% |
| MICROSOFT CORP | $490.9K | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $473.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $461.2K | 0.3% |
| Arista Networks, Inc.ANET | $450.4K | 0.3% |
| AbbVie Inc. | $425.5K | 0.3% |
| SPDR S&P 500 ETF TR | $410.6K | 0.3% |