DF

DEFINE FINANCIAL, LLC

13F
DEFINE FINANCIAL, LLC
Last update 2025-04-16 33 Stocks (1 new)
Value $131.00 Mil Turnover 7 %
Countries:
Top Holdings: VTIP(15.51%)AVDV(13.78%)AVUV(13.46%)VTI(13.05%)VEU(12.19%)
Summary Stock Picks Current Portfolio
DEFINE FINANCIAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
410,764
20,361.6
+7.11%
15.510
+1.03%
0.150
+1.57%
+4.18%
15,019.5
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
267,435
18,083.9
+7.06%
13.780
+0.91%
0.240
+21.56%
+26.30%
9,851.0
 
AVUV
Avantis U.S. Small Cap Value ETF
223,695
17,667.4
+9.22%
13.460
+1.14%
0.130
+20.71%
-0.86%
16,734.9
 
VTI
Vanguard Total Stock Market ETF
65,428
17,125.0
+3.91%
13.050
+0.49%
0.000
+17.65%
+6.63%
471,718.0
 
VEU
Vanguard FTSE All-World ex-US ETF
273,160
16,007.2
+6.97%
12.190
+0.79%
0.040
+15.29%
+18.04%
43,828.6
 
VNQ
Vanguard Real Estate Index Fund ETF
178,041
14,889.6
+2.94%
11.340
+0.32%
0.040
+8.38%
+2.80%
33,298.5
 
VWO
Vanguard FTSE Emerging Markets ETF
195,398
8,421.7
+7.69%
6.420
+0.46%
0.010
+15.39%
+13.04%
84,631.0
 
AVEM
Avantis Emerging Markets Equity ETF
145,958
8,391.1
+8.59%
6.390
+0.51%
0.110
+21.10%
+18.42%
10,812.6
 
MSFT
Microsoft Corp
2,781
1,080.2
+176.72%
0.820
+0.52%
0.000
+29.81%
+19.87%
3,740,948.0
Software
SPY
SPDR S&P 500 ETF Trust
1,952
1,042.0
-13.32%
0.790
-0.13%
0.000
+17.14%
+7.04%
641,384.0
 

DEFINE FINANCIAL, LLC's Historical Top Holdings Breakdowns

DEFINE FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABNB
Airbnb Inc
2025-03-31
Reduce
Reduce
-2.69%
●
119.38 ($133.97) 161.42
$135.35
1.03%
Reduce -87.39%
3,919
-27,166
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+1.14%
●
84.96 ($93.96) 100.71
$94.88
0.98%
Add 9.22%
223,695
18,890
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+1.03%
●
48.43 ($49.09) 49.9
$49.92
1.69%
Add 7.11%
410,764
27,260
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.91%
●
63.74 ($67.91) 71.96
$80.68
18.80%
Add 7.06%
267,435
17,637
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.79%
●
56.51 ($60.25) 62.98
$67.08
11.34%
Add 6.97%
273,160
17,792
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.52%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 176.72%
2,781
1,776
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.51%
●
57.11 ($60.13) 62.4
$68.87
14.54%
Add 8.59%
145,958
11,552
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.49%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Add 3.91%
65,428
2,463
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.46%
●
42.5 ($45.01) 46.71
$49.59
10.18%
Add 7.69%
195,398
13,956
AAPL
Apple Inc
2025-03-31
Add
Add
+0.38%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 278.31%
3,401
2,502

DEFINE FINANCIAL, LLC Total Holding History ($B)

To

DEFINE FINANCIAL, LLC's Asset Allocation

To

DEFINE FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DEFINE FINANCIAL, LLC's Hypothetical Growth since 2025-03-31

DEFINE FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DEFINE FINANCIAL, LLC's Holdings Heat Map

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DEFINE FINANCIAL, LLC's Holdings Bubble Chart

DEFINE FINANCIAL, LLC News

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