§ 13F · FUND PROFILE
Defined Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112.6T (13F)Positions · 68Turnover · — · Q2Filed · Jul 23, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 23, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 392K | $11.5T | 10.3% | — |
| 2 | DGRW | WISDOMTREE TR | 124K | $10.5T | 9.3% | — |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 162K | $7.2T | 6.4% | — |
| 4 | SECT | NORTHERN LTS FD TR IV | 116K | $6.8T | 6.0% | — |
| 5 | AGGY | WISDOMTREE TR | 138K | $5.9T | 5.3% | — |
| 6 | SPDW | SPDR INDEX SHS FDS | 142K | $5.7T | 5.0% | — |
| 7 | USMF | WISDOMTREE TR | 105K | $5.3T | 4.7% | — |
| 8 | XSOE | WISDOMTREE TR | 143K | $5.0T | 4.4% | — |
| 9 | HEDJ | WISDOMTREE TR | 77K | $3.7T | 3.3% | — |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 63K | $3.3T | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DEFINED SIGNAL
AC read
Defined Financial Planning LLC is a Other fund managing $112567.9 trillion in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed