Defined Financial Planning LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan rafael, CA
- CIK0002056559
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
78 | $93.67M | SECT, SCHG, DGRW, AGGY | 13F-HR | Feb 13, 2025 | 000175496025000141 |