DEFINE FINANCIAL, LLC
Q4 2024 13F Holdings
- Locationsan diego, CA
- Num holdings
34
- Value ($000)
$132,476
- Date Filed01/14/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $19.77M | 15 % | 204,805 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $18.57M | 14 % | 383,504 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.25M | 14 % | 62,965 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $16.26M | 12 % | 249,798 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $15.41M | 12 % | 172,963 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $14.66M | 11 % | 255,368 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.99M | 6 % | 181,442 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.90M | 6 % | 134,406 | ||
ABNB AIRBNB INC | COM CL A | 009066101 | $4.08M | 3 % | 31,085 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.32M | 1 % | 2,252 |
Rows Per Page
1 - 10 of 3410
- 10
- 50
- 100