Daner Wealth Management, LLC
Q3 2025 13F Holdings
- Locationalpharetta, GA
- Num holdings
98
- Value ($000)
$154,036
- Date Filed 10/21/2025
- Form type13F-HR
- CIK 0001956649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.93M | 12 % | 463,379 | ||
O INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $14.71M | 10 % | 243,899 | ||
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $13.43M | 9 % | 43,756 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.23M | 8 % | 283,240 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.77M | 6 % | 33,799 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $9.39M | 6 % | 139,020 | ||
I ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.46M | 5 % | 84,635 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $5.55M | 4 % | 8,309 | ||
G INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $5.49M | 4 % | 109,100 | ||
G INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $5.28M | 3 % | 110,090 |
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