The Analysis of DEFINE FINANCIAL, LLC's Holdings


Currently, DEFINE FINANCIAL, LLC holds 40 types of securities in its portfolio with a total value $166.7M. In the most recent quarter, they have increased their positions in VTIP (+22.3K shares, valued at $1.1M), MSFT (+1.3K shares, valued at $653.6K), DFSU (+13.8K shares, valued at $584.7K); decreased their positions in AVDV (-332 shares, valued at $29.6K), AAPL (-90 shares, valued at $22.9K); initiated new positions in DFSU (+13.8K shares, valued at $584.7K), DFSI (+10.0K shares, valued at $411.4K), SCHG (+6.6K shares, valued at $210.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVUV AMERICAN CENTY ETF TR238.8K shares2.08%2025-09-302025-10-16history
AVDV AMERICAN CENTY ETF TR263.5K shares-0.13%2025-09-302025-10-16history
VTIP VANGUARD MALVERN FDS443.1K shares5.30%2025-09-302025-10-16history
VTI VANGUARD INDEX FDS68.1K shares1.06%2025-09-302025-10-16history
VEU VANGUARD INTL EQUITY INDEX F274.8K shares1.33%2025-09-302025-10-16history
VNQ VANGUARD INDEX FDS188.6K shares2.56%2025-09-302025-10-16history
AVEM AMERICAN CENTY ETF TR148.4K shares0.70%2025-09-302025-10-16history
VWO VANGUARD INTL EQUITY INDEX F199.8K shares2.04%2025-09-302025-10-16history
Sponsored
MSFT MICROSOFT CORP4.1K shares45.12%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR2.0K shares0.25%2025-09-302025-10-16history
AAPL APPLE INC3.3K shares-2.64%2025-09-302025-10-16history
VV VANGUARD INDEX FDS2.4K shares0.29%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION3.9K shares0.79%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares4.43%2025-09-302025-10-16history
DFSU DIMENSIONAL ETF TRUST13.8K sharesnew addition2025-09-302025-10-16history
AMZN AMAZON COM INC2.6K shares24.02%2025-09-302025-10-16history
Sponsored
GOOG ALPHABET INC2.1K shares63.92%2025-09-302025-10-16history
TTEK TETRA TECH INC NEW15.3K shares0.18%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS788 shares4.37%2025-09-302025-10-16history
ABNB AIRBNB INC3.9K shares0.00%2025-09-302025-10-16history
NOBL PROSHARES TR4.5K shares1.08%2025-09-302025-10-16history
VUG VANGUARD INDEX FDS938 shares0.11%2025-09-302025-10-16history
DFSI DIMENSIONAL ETF TRUST10.0K sharesnew addition2025-09-302025-10-16history
FHLC FIDELITY COVINGTON TRUST5.6K shares0.39%2025-09-302025-10-16history
Sponsored
CTAS CINTAS CORP1.8K shares0.17%2025-09-302025-10-16history
IVV ISHARES TR519 shares22.41%2025-09-302025-10-16history
SRE SEMPRA3.8K shares0.87%2025-09-302025-10-16history
VGT VANGUARD WORLD FD455 shares0.00%2025-09-302025-10-16history
COST COSTCO WHSL CORP NEW358 shares3.47%2025-09-302025-10-16history
TSLA TESLA INC733 shares2.09%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS1.7K shares0.55%2025-09-302025-10-16history
QCOM QUALCOMM INC1.7K shares0.55%2025-09-302025-10-16history
Sponsored
STZ CONSTELLATION BRANDS INC2.0K shares0.61%2025-09-302025-10-16history
V VISA INC779 shares4.01%2025-09-302025-10-16history
FIDU FIDELITY COVINGTON TRUST3.0K shares0.36%2025-09-302025-10-16history
PGR PROGRESSIVE CORP909 shares0.00%2025-09-302025-10-16history
BKLC BNY MELLON ETF TRUST1.7K shares0.29%2025-09-302025-10-16history
FSTA FIDELITY COVINGTON TRUST4.4K shares0.55%2025-09-302025-10-16history
SCHG SCHWAB STRATEGIC TR6.6K sharesnew addition2025-09-302025-10-16history
GDX VANECK ETF TRUST2.6K sharesnew addition2025-09-302025-10-16history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available