The Analysis of Defined Financial Planning LLC's Holdings
Currently, Defined Financial Planning LLC holds 65 types of securities in its portfolio with a total value $120.6M. In the most recent quarter, they have increased their positions in DDWM (+159.8K shares, valued at $6.7M), SCHG (+44.6K shares, valued at $1.4M), THIR (+27.4K shares, valued at $870.4K); decreased their positions in DGRW (-18.7K shares, valued at $1.7M), USMF (-25.1K shares, valued at $1.3M), SECT (-13.6K shares, valued at $865.2K); initiated new positions in THIR (+27.4K shares, valued at $870.4K), SPY (+1.2K shares, valued at $835.3K), SSO (+4.9K shares, valued at $558.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR436.3K shares11.38%2025-09-302025-10-15
DGRW WISDOMTREE TR105.7K shares-15.04%2025-09-302025-10-15 JVAL J P MORGAN EXCHANGE TRADED F155.6K shares-3.81%2025-09-302025-10-15 DDWM WISDOMTREE TR164.9K shares3146.21%2025-09-302025-10-15 AGGY WISDOMTREE TR152.0K shares10.20%2025-09-302025-10-15 SECT NORTHERN LTS FD TR IV102.7K shares-11.67%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS138.9K shares-2.25%2025-09-302025-10-15 XSOE WISDOMTREE TR136.2K shares-4.94%2025-09-302025-10-15 DON WISDOMTREE TR81.6K shares24.81%2025-09-302025-10-15 USMF WISDOMTREE TR80.3K shares-23.79%2025-09-302025-10-15 JBND J P MORGAN EXCHANGE TRADED F74.5K shares18.49%2025-09-302025-10-15 MTGP WISDOMTREE TR85.0K shares22.62%2025-09-302025-10-15 NVDA NVIDIA CORPORATION18.5K shares-1.52%2025-09-302025-10-15 AAPL APPLE INC12.6K shares0.10%2025-09-302025-10-15 MSFT MICROSOFT CORP5.9K shares-3.57%2025-09-302025-10-15 EES WISDOMTREE TR51.3K shares32.85%2025-09-302025-10-15 BIV VANGUARD BD INDEX FDS36.3K shares24.87%2025-09-302025-10-15 BUYW NORTHERN LTS FD TR IV147.4K shares4.14%2025-09-302025-10-15 EPI WISDOMTREE TR44.5K shares8.73%2025-09-302025-10-15 QHY WISDOMTREE TR35.3K shares11.19%2025-09-302025-10-15 AMZN AMAZON COM INC5.6K shares-6.05%2025-09-302025-10-15 MARM FIRST TR EXCHNG TRADED FD VI35.1K shares36.45%2025-09-302025-10-15 AVGO BROADCOM INC3.3K shares-6.24%2025-09-302025-10-15 GOOGL ALPHABET INC4.4K shares4.54%2025-09-302025-10-15 DECM FIRST TR EXCHNG TRADED FD VI29.6K shares35.77%2025-09-302025-10-15 GLD SPDR GOLD TR2.4K shares34.59%2025-09-302025-10-15 THIR THOR FINL TECHNOLOGIES TR27.4K sharesnew addition2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR1.2K sharesnew addition2025-09-302025-10-15 META META PLATFORMS INC817 shares6.52%2025-09-302025-10-15 GOOG ALPHABET INC2.4K shares-20.63%2025-09-302025-10-15 BUFD FIRST TR EXCHNG TRADED FD VI20.9K shares33.91%2025-09-302025-10-15 SSO PROSHARES TR4.9K sharesnew addition2025-09-302025-10-15 MCD MCDONALDS CORP1.7K shares20.42%2025-09-302025-10-15 LLY ELI LILLY & CO570 shares56.59%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.1.5K shares6.98%2025-09-302025-10-15 TSLA TESLA INC1.0K shares5.67%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-3.33%2025-09-302025-10-15 ETN EATON CORP PLC1.0K shares0.10%2025-09-302025-10-15 OCTM FIRST TR EXCHNG TRADED FD VI11.9K shares41.52%2025-09-302025-10-15 SEPM FIRST TR EXCHNG TRADED FD VI12.1K shares36.38%2025-09-302025-10-15 JUNM FIRST TR EXCHNG TRADED FD VI11.3K shares37.35%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.9K shares3.05%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO2.4K shares-2.70%2025-09-302025-10-15 NFLX NETFLIX INC280 shares16.67%2025-09-302025-10-15 XOM EXXON MOBIL CORP2.6K shares-8.08%2025-09-302025-10-15 V VISA INC839 shares-6.98%2025-09-302025-10-15 EXC EXELON CORP6.2K shares1.32%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL566 shares6.19%2025-09-302025-10-15 WMT WALMART INC2.7K shares-21.84%2025-09-302025-10-15 IBIT ISHARES BITCOIN TRUST ETF4.0K shares-59.32%2025-09-302025-10-15 KO COCA COLA CO4.2K shares-2.90%2025-09-302025-10-15 CSCO CISCO SYS INC3.9K shares2.48%2025-09-302025-10-15 AXP AMERICAN EXPRESS CO793 shares-13.90%2025-09-302025-10-15 ORCL ORACLE CORP872 shares-1.47%2025-09-302025-10-15 AJG GALLAGHER ARTHUR J & CO800 shares0.00%2025-09-302025-10-15 ABBV ABBVIE INC1.1K sharesnew addition2025-09-302025-10-15 LRCX LAM RESEARCH CORP1.7K shares-23.94%2025-09-302025-10-15 MA MASTERCARD INCORPORATED405 shares0.25%2025-09-302025-10-15 ADP AUTOMATIC DATA PROCESSING IN766 shares0.26%2025-09-302025-10-15 TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-10-15 COST COSTCO WHSL CORP NEW231 shares-15.07%2025-09-302025-10-15 CAT CATERPILLAR INC420 sharesnew addition2025-09-302025-10-15 WBD WARNER BROS DISCOVERY INC10.1K sharesnew addition2025-09-302025-10-15 SHEN SHENANDOAH TELECOMMUNICATION11.0K shares-64.43%2025-09-302025-10-15 TEF TELEFONICA S A18.4K sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available