Defined Financial Planning LLC
Q1 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
77
- Value ($000)
$98,688
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002056559
- 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 |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.70M | 9 % | 344,505 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $8.49M | 9 % | 105,955 | ||
AGGY WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | $7.00M | 7 % | 160,836 | ||
JVAL J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 | $5.84M | 6 % | 141,075 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $5.54M | 6 % | 108,113 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.80M | 5 % | 131,490 | ||
USMF WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | $4.27M | 4 % | 85,689 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $4.18M | 4 % | 134,948 | ||
HEDJ WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | $3.07M | 3 % | 64,287 | ||
AAPL APPLE INC | COM | 037833100 | $2.93M | 3 % | 13,150 |
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