Defined Financial Planning LLC
Q2 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
68
- Value ($000)
$112,568
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $11.54 M | 10 % | 391,704 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $10.52 M | 9 % | 124,470 | ||
JVAL J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 | $7.21 M | 6 % | 161,785 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $6.77 M | 6 % | 116,273 | ||
AGGY WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | $5.95 M | 5 % | 137,948 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.68 M | 5 % | 142,066 | ||
USMF WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | $5.28 M | 5 % | 105,302 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $4.98 M | 4 % | 143,252 | ||
HEDJ WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | $3.73 M | 3 % | 77,100 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $3.32 M | 3 % | 62,911 |
Rows Per Page
10
- 10
- 50
- 100