Daner Wealth Management, LLC Top Holdings and 13F Report (2025) About Daner Wealth Management, LLCInvestment ActivityDaner Wealth Management, LLC has $136.31 million in total holdings as of December 31, 2024.Daner Wealth Management, LLC owns shares of 56 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,232,835Invesco Russell 1000 Dynamic Multifactor ETF $16,213,311Vanguard Large-Cap ETF $14,674,108Dimensional Core Fixed Income ETF $12,001,527Vanguard Mid-Cap ETF $9,783,640 Sector AllocationMap of 500 Largest Holdings ofDaner Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$18,232,835507,03113.4%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$16,213,311286,96111.9%ETFVVVanguard Large-Cap ETF$14,674,10852,64110.8%ETFDFCFDimensional Core Fixed Income ETF$12,001,527288,8458.8%ETFVOVanguard Mid-Cap ETF$9,783,64035,2307.2%ETFDFASDimensional U.S. Small Cap ETF$8,940,101131,6856.6%ETFIEFAiShares Core MSCI EAFE ETF$7,116,37995,7795.2%ETFIVViShares Core S&P 500 ETF$5,192,7778,5423.8%ETFGSYInvesco Ultra Short Duration ETF$4,967,64199,1553.6%ETFIWRiShares Russell Mid-Cap ETF$3,595,87038,7192.6%ETFGTOInvesco Total Return Bond ETF$3,277,62170,3652.4%ETFDFAEDimensional Emerging Core Equity Market ETF$3,209,042123,9972.4%ETFDFAIDimensional International Core Equity Market ETF$2,217,78472,2171.6%ETFDFSVDimensional US Small Cap Value ETF$1,837,68057,2491.3%ETFDFICDimensional International Core Equity 2 ETF$1,798,28466,4801.3%ETFDUHPDimensional US High Profitability ETF$1,775,54050,5421.3%ETFJPSTJPMorgan Ultra-Short Income ETF$1,548,53030,6091.1%ETFDIMENSIONAL ETF TRUST$1,389,11226,2481.0%GLOBAL CR ETFUPSUnited Parcel Service$1,306,28611,3691.0%TransportationXLKTechnology Select Sector SPDR Fund$1,234,4485,3170.9%ETFIJHiShares Core S&P Mid-Cap ETF$1,024,42515,7000.8%ETFAMZNAmazon.com$972,5834,1450.7%Retail/WholesaleMCDMcDonald's$824,8412,8410.6%Retail/WholesaleAAPLApple$819,0663,4470.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$633,0325,3000.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$613,8606,4610.5%ETFDISVDimensional International Small Cap Value ETF$609,73822,0600.4%ETFDIHPDimensional International High Profitability ETF$590,48422,2070.4%ETFIWFiShares Russell 1000 Growth ETF$564,7541,3750.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$528,05319,9040.4%ETFDIMENSIONAL ETF TRUST$504,4209,4930.4%GLOBAL CORE PLUSBRK.BBerkshire Hathaway$489,8271,0370.4%FinanceFNDFloor & Decor$487,1554,7100.4%Retail/WholesaleVLOValero Energy$410,3233,0300.3%Oils/EnergyACNAccenture$407,2851,0700.3%Computer and TechnologyLLYEli Lilly and Company$401,7124880.3%MedicalNVDANVIDIA$396,6363,1820.3%Computer and TechnologyMETAMeta Platforms$391,5905700.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$375,4241,2500.3%ETFPGProcter & Gamble$372,9892,2280.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$370,4716120.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$358,2486,6800.3%ETFVANGUARD MALVERN FDS$346,6604,5410.3%CORE BD ETFQQQInvesco QQQ$329,5226300.2%FinanceLEOBNY Mellon Strategic Municipals$319,18551,9000.2%FinanceDEHPDimensional Emerging Markets High Profitability ETF$319,18512,6160.2%ETFDFEVDimensional Emerging Markets Value ETF$317,57711,9300.2%ETFIWMiShares Russell 2000 ETF$312,8581,3690.2%FinanceDFGRDimensional Global Real Estate ETF$287,25411,0440.2%ETFCATCaterpillar$263,7517030.2%Industrial ProductsMTBM&T Bank$258,9821,2820.2%FinanceMHIPioneer Municipal High Income Fund$247,32826,2000.2%Financial ServicesTSLATesla$222,5565560.2%Auto/Tires/TrucksGOOGLAlphabet$217,1401,0810.2%Computer and TechnologyMSFTMicrosoft$210,0415060.2%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$202,5121,7950.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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