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Daner Wealth Management, LLC

13F
Daner Wealth Management, LLC
Last update 2025-02-05 56 Stocks (0 new)
Value $136.00 Mil Turnover 0 %
Countries:
Daner Wealth Management, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
507,031
18,232.8
0%
13.380
0%
0.050
+16.05%
+5.71%
35,270.1
 
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
286,961
16,213.3
0%
11.890
0%
0.320
+10.12%
+6.76%
4,942.0
 
VV
Vanguard Large Cap ETF
52,641
14,674.1
0%
10.760
0%
0.040
+16.47%
+7.43%
40,289.5
 
DFCF
Dimensional Core Fixed Income ETF
288,845
12,001.5
0%
8.800
0%
0.200
+2.53%
+3.57%
7,036.7
 
VO
Vanguard Mid-Cap ETF
35,230
9,783.6
0%
7.180
0%
0.010
+14.97%
+7.93%
79,519.1
 
DFAS
Dimensional U.S. Small Cap ETF
131,685
8,940.1
0%
6.560
0%
0.090
+17.55%
+0.99%
10,483.2
 
IEFA
iShares Core MSCI EAFE ETF
95,779
7,116.4
0%
5.220
0%
0.010
+13.83%
+20.18%
142,031.8
 
IVV
iShares Core S&P 500 ETF
8,542
5,192.8
0%
3.810
0%
0.000
+16.12%
+7.15%
622,471.5
 
GSY
Invesco Ultra Short Duration ETF
99,155
4,967.6
0%
3.640
0%
0.200
+1.83%
+3.00%
2,732.0
 
IWR
iShares Russell Mid-Cap ETF
38,719
3,595.9
0%
2.640
0%
0.010
+15.87%
+6.16%
44,009.8
 

Daner Wealth Management, LLC's Historical Top Holdings Breakdowns

Daner Wealth Management, LLC Total Holding History ($B)

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Daner Wealth Management, LLC's Asset Allocation

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Daner Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Daner Wealth Management, LLC's Hypothetical Growth since 2024-12-31

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