DEFINE FINANCIAL, LLC
Q3 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
40
- Value ($000)
$166,665
- Date Filed10/16/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $23.77 M | 14 % | 238,823 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $23.46 M | 14 % | 263,495 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $22.43 M | 14 % | 443,063 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $22.36 M | 13 % | 68,145 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $19.61 M | 12 % | 274,769 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $17.24 M | 10 % | 188,606 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $11.15 M | 7 % | 148,418 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.83 M | 7 % | 199,838 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.10 M | 1 % | 4,059 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.34 M | 1 % | 2,009 |
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