Defined Financial Planning LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    san rafael, CA
  • CIK
    0002056559
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

68

$112.57M
SCHG, DGRW, JVAL, SECT
13F-HR
Jul 23, 2025
000175496025000466

77

$98.69M
SCHG, DGRW, AGGY, JVAL
13F-HR
Apr 16, 2025
000175496025000200

78

$93.67M
SECT, SCHG, DGRW, AGGY
13F-HR
Feb 13, 2025
000175496025000141
Defined Financial Planning Llc 13F Filings