Defined Financial Planning LLC - Portfolio overview
Defined Financial Planning LLC has 65 reported holdings in this dataset, with the latest filing dated 2025-10-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- SCHG - SCHWAB STRATEGIC TR, 11.77%
- DGRW - WISDOMTREE TR, 7.82%
- JVAL - J P MORGAN EXCHANGE TRADED F, 6.20%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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