Defined Financial Planning LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
San Rafael, CA
CIK
0002056559
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
77
98,687
SCHG, DGRW, AGGY, JVAL
13F-HR
4/15/2025
000175496025000200
Q4 2024
78
93,667
SECT, SCHG, DGRW, AGGY
13F-HR
2/13/2025
000175496025000141