DEFINED WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationbeaverton, OR
- Num holdings
108
- Value ($000)
$148,753
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001849518
- 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 |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.71M | 6 % | 115,173 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.80M | 5 % | 15,179 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.40M | 4 % | 17,246 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $5.62M | 4 % | 60,934 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.43M | 4 % | 9,704 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.09M | 3 % | 29,476 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.00M | 3 % | 8,898 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.31M | 3 % | 24,899 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $4.30M | 3 % | 79,672 | ||
DIVI FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $3.94M | 3 % | 121,021 |
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