DEFINE FINANCIAL, LLC
Q2 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
37
- Value ($000)
$151,791
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $21.31M | 14 % | 233,946 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $21.15M | 14 % | 420,776 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $20.92M | 14 % | 263,827 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $20.49M | 14 % | 67,427 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $18.23M | 12 % | 271,174 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $16.38M | 11 % | 183,906 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $10.10M | 7 % | 147,391 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.69M | 6 % | 195,835 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.39M | 1 % | 2,797 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.24M | 1 % | 2,004 |
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