DEFINED WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbeaverton, OR
- CIK0001849518
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
106 | $150.95M | VOO, VUG, IEFA, SPY | 13F-HR | Jan 15, 2025 | 000184951825000001 | ||
109 | $153.97M | VOO, VUG, IEFA, IUSV | 13F-HR | Oct 31, 2024 | 000197555024000010 | ||
107 | $143.77M | VOO, VUG, IEFA, SPY | 13F-HR | Aug 5, 2024 | 000197555024000004 | ||
103 | $139.21M | VOO, IEFA, VUG, IUSV | 13F-HR | Apr 15, 2024 | 000184951824000003 | ||
98 | $130.60M | VOO, IEFA, VUG, IUSV | 13F-HR | Jan 9, 2024 | 000184951824000001 | ||
99 | $117.25M | IEFA, VOO, VUG, VTV | 13F-HR | Oct 24, 2023 | 000184951823000004 | ||
98 | $118.53M | IEFA, VOO, VUG, SPY | 13F-HR | Jul 28, 2023 | 000184951823000003 | ||
99 | $107.10M | IEFA, VOO, VTV, SPY | 13F-HR | Apr 21, 2023 | 000184951823000002 | ||
103 | $106.45M | IVV, VIG, IEFA, NDQ | 13F-HR | Jan 23, 2023 | 000184951823000001 | ||
91 | $91.80M | IVV, VIG, NDQ, SPY | 13F-HR | Oct 13, 2022 | 000184951822000004 | ||
89 | $97.56M | IVV, VIG, IEFA, NDQ | 13F-HR | Jul 25, 2022 | 000184951822000003 | ||
93 | $113.74M | IVV, NDQ, VIG, SPY | 13F-HR | Apr 18, 2022 | 000184951822000002 | ||
95 | $122.31M | IVV, NDQ, VIG, SPY | 13F-HR | Jan 19, 2022 | 000184951822000001 | ||
91 | $112.80M | IVV, NDQ, VIG, SPY | 13F-HR | Oct 21, 2021 | 000184951821000003 | ||
94 | $112.50M | IVV, NDQ, VIG, SPY | 13F-HR | Jul 20, 2021 | 000183092221000005 | ||
95 | $105.49M | IVV, NDQ, VIG, SPY | 13F-HR | May 18, 2021 | 000184951821000002 | ||
216 | $101.34M | IVV, NDQ, SPY, VIG | 13F-HR | Mar 9, 2021 | 000184951821000001 |