Defined Financial Planning LLC
CIK 2056559
13F portfolio (2025-Q3)
$121M
Positions
65
As reported on this filer's Form 13F for 2025-Q3, filed 2025-10-15. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF |
| 2 | DGRW | WISDOMTREE TR |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F |
| 4 | DDWM | WISDOMTREE TR |
| 5 | AGGY | WISDOMTREE TR |
Top holdings — weights and history with Pro
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