DEFINE FINANCIAL, LLC - Portfolio overview

DEFINE FINANCIAL, LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTIP - VANGUARD MALVERN FDS, 15.28%
2. AVUV - AMERICAN CENTY ETF TR, 14.85%
3. AVDV - AMERICAN CENTY ETF TR, 13.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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