Managed by Daner Wealth Management, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $19M | 460.2K | 0.00% | — |
| 2 | ? N/A — | $18.2M | 507.0K | 0.00% | — |
| 3 | ? N/A — | $17.9M | 463.4K | 0.00% | — |
| 4 | ? N/A — | $17.4M | 467.8K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $16.2M |
| 287.0K |
| 0.00% |
| — |
| 6 | Q QQQ — | $15.8M | 249.0K | 0.00% | — |
| 7 | Q QQQ — | $14.7M | 243.9K | 0.00% | — |
| 8 | V VGES — | $14.7M | 52.6K | 0.00% | — |
| 9 | Q QQQ — | $14.5M | 244.6K | 0.00% | — |
| 10 | V VGES — | $13.7M | 43.0K | 0.00% | — |
| 11 | V VGES — | $13.4M | 43.8K | 0.00% | — |
| 12 | V VGES — | $12.9M | 43.5K | 0.00% | — |
| 13 | ? N/A — | $12.4M | 289.3K | 0.00% | — |
| 14 | ? N/A — | $12.2M | 283.2K | 0.00% | — |
| 15 | ? N/A — | $12M | 288.8K | 0.00% | — |
| 16 | ? N/A — | $11.9M | 280.7K | 0.00% | — |
| 17 | R ROL — | $10.7M | 140.5K | 0.00% | — |
| 18 | V VGES — | $10M | 33.3K | 0.00% | — |
| 19 | V VGES — | $9.8M | 35.2K | 0.00% | — |
| 20 | V VGES — | $9.8M | 33.8K | 0.00% | — |