DEFINE FINANCIAL, LLC
Q1 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
33
- Value ($000)
$131,269
- Date Filed04/15/2025
- Form type13F-HR
- CIK0002021320
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $20.36M | 16 % | 410,764 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $18.08M | 14 % | 267,435 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $17.67M | 14 % | 223,695 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.13M | 13 % | 65,428 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $16.01M | 12 % | 273,160 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $14.89M | 11 % | 178,041 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.42M | 6 % | 195,398 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $8.39M | 6 % | 145,958 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.08M | 1 % | 2,781 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.04M | 1 % | 1,952 |
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