Daner Wealth Management, LLC
Q4 2024 13F Holdings
- Locationalpharetta, GA
- Num holdings
56
- Value ($000)
$136,314
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001956649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.23 M | 13 % | 507,031 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $16.21 M | 12 % | 286,961 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $14.67 M | 11 % | 52,641 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.00 M | 9 % | 288,845 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.78 M | 7 % | 35,230 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.94 M | 7 % | 131,685 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.12 M | 5 % | 95,779 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.19 M | 4 % | 8,542 | ||
GSY INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $4.97 M | 4 % | 99,155 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $3.60 M | 3 % | 38,719 |
Rows Per Page
10
- 10
- 50
- 100