Defined Financial Planning LLC
Q3 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
65
- Value ($000)
$120,554
- Date Filed10/15/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.19 M | 12 % | 436,270 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $9.43 M | 8 % | 105,749 | ||
JVAL J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 | $7.48 M | 6 % | 155,620 | ||
DDWM WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 | $6.94 M | 6 % | 164,875 | ||
AGGY WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | $6.73 M | 6 % | 152,014 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $6.55 M | 5 % | 102,705 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $6.03 M | 5 % | 138,870 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $5.27 M | 4 % | 136,181 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $4.25 M | 4 % | 81,593 | ||
USMF WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | $4.17 M | 4 % | 80,252 |
Rows Per Page
10
- 10
- 50
- 100