Defined Financial Planning Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationsan rafael, CA
- CIK0002056559
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
65 | $120.55 M | SCHG, DGRW, JVAL, DDWM | 13F-HR | Oct 15, 2025 | 000175496025000660 | ||
68 | $112.57 M | SCHG, DGRW, JVAL, SECT | 13F-HR | Jul 23, 2025 | 000175496025000466 | ||
77 | $98.69 M | SCHG, DGRW, AGGY, JVAL | 13F-HR | Apr 16, 2025 | 000175496025000200 | ||
78 | $93.67 M | SECT, SCHG, DGRW, AGGY | 13F-HR | Feb 13, 2025 | 000175496025000141 |