DEFINED WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Beaverton, OR
CIK
0001849518
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 99 117,244 13F-HR 10/24/2023 000184951823000004 DEFINED WEALTH MANAGEMENT, LLC
Q2 2023 98 118,528 13F-HR 7/28/2023 000184951823000003 DEFINED WEALTH MANAGEMENT, LLC
Q1 2023 99 107,101 13F-HR 4/21/2023 000184951823000002 DEFINED WEALTH MANAGEMENT, LLC
Q4 2022 103 106,445 13F-HR 1/23/2023 000184951823000001 DEFINED WEALTH MANAGEMENT, LLC
Q3 2022 91 91,796 13F-HR 10/13/2022 000184951822000004 DEFINED WEALTH MANAGEMENT, LLC
Q2 2022 89 97,564 13F-HR 7/25/2022 000184951822000003 DEFINED WEALTH MANAGEMENT, LLC
Q1 2022 93 113,739 13F-HR 4/18/2022 000184951822000002 DEFINED WEALTH MANAGEMENT, LLC
Q4 2021 95 122,313 13F-HR 1/18/2022 000184951822000001 DEFINED WEALTH MANAGEMENT, LLC
Q3 2021 91 112,797 13F-HR 10/21/2021 000184951821000003 DEFINED WEALTH MANAGEMENT, LLC
Q2 2021 94 112,505 13F-HR 7/20/2021 000183092221000005 DEFINED WEALTH MANAGEMENT, LLC
Q1 2021 95 105,494 13F-HR 5/18/2021 000184951821000002 DEFINED WEALTH MANAGEMENT, LLC
Q4 2020 216 101,337 13F-HR 3/9/2021 000184951821000001 DEFINED WEALTH MANAGEMENT, LLC