Defined Financial Planning LLC
Q4 2024 13F Holdings
- Locationsan rafael, CA
- Num holdings
78
- Value ($000)
$93,668
- Date Filed02/13/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $8.21M | 9 % | 149,419 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $7.62M | 8 % | 273,498 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $7.05M | 8 % | 87,140 | ||
AGGY WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | $6.30M | 7 % | 146,873 | ||
USMF WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | $4.10M | 4 % | 82,567 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $3.72M | 4 % | 122,202 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $3.12M | 3 % | 91,511 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.01M | 3 % | 7,130 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $2.84M | 3 % | 93,190 | ||
AAPL APPLE INC | COM | 037833100 | $2.78M | 3 % | 11,087 |
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