DEFINED WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationbeaverton, OR
- Num holdings
106
- Value ($000)
$150,951
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001849518
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.52M | 6 % | 17,671 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.10M | 5 % | 19,728 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.20M | 4 % | 88,273 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.71M | 4 % | 9,747 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $5.61M | 4 % | 60,561 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.31M | 4 % | 9,024 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.06M | 3 % | 29,865 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.38M | 3 % | 24,992 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.05M | 3 % | 7,912 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $3.91M | 3 % | 74,817 |
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