DF

Defined Financial Planning LLC

13F
Defined Financial Planning LLC
Last update 2025-07-23 68 Stocks (18 new)
Value $113.00 Mil Turnover 20 %
Countries:
Top Holdings: SCHG(10.25%)DGRW(9.34%)JVAL(6.41%)SECT(6.02%)AGGY(5.28%)
Summary Stock Picks Current Portfolio
Defined Financial Planning LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
391,704
11,543.5
+13.70%
10.250
+1.24%
0.030
+23.59%
+7.52%
45,673.9
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
124,470
10,516.5
+17.47%
9.340
+1.39%
0.070
+13.43%
+6.83%
16,159.9
 
JVAL
JPMorgan U.S. Value Factor ETF
161,785
7,210.9
+14.68%
6.410
+0.82%
1.380
+18.50%
+7.09%
535.4
 
SECT
Main Sector Rotation ETF
116,273
6,772.9
+7.55%
6.020
+0.42%
0.320
+20.83%
+7.77%
2,156.0
 
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
137,948
5,945.6
-14.23%
5.280
-1.01%
0.760
+2.45%
+3.49%
790.2
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
142,066
5,682.6
+8.04%
5.050
+0.38%
0.020
+14.40%
+23.92%
27,862.8
 
USMF
WisdomTree U.S. Multifactor Fund
105,302
5,281.9
+22.89%
4.690
+0.87%
1.330
+8.63%
+4.11%
405.7
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
143,252
4,975.1
+6.15%
4.420
+0.26%
0.260
+16.59%
+17.08%
1,939.4
 
HEDJ
WisdomTree Europe Hedged Equity Fund
WisdomTree Europe Hedged Equity Fund
77,100
3,731.6
+19.93%
3.320
+0.55%
0.220
+8.96%
+15.52%
1,737.4
 
JBND
JP MORGAN ETF TRUS
62,911
3,321.1
New Holding
2.950
+2.95%
0.140
+1.82%
+4.10%
2,385.3
 

Defined Financial Planning LLC's Historical Top Holdings Breakdowns

Defined Financial Planning 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
JBND
JP MORGAN ETF TRUS
2025-06-30
New Buy
New Buy
+2.95%
●
52.31 ($52.96) 53.89
$53.19
0.43%
New holding
62,911
62,911
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-2.16%
●
97.29 ($100.41) 105.63
$99.71
-0.70%
Sold Out
0
-20,465
BIV
Vanguard Intermediate-Term Bond ETF
2025-06-30
New Buy
New Buy
+1.97%
●
75.05 ($76.17) 77.34
$76.76
0.77%
New holding
29,095
29,095
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-06-30
Add
Add
+1.39%
●
71.28 ($79.35) 83.74
$85.71
8.02%
Add 17.47%
124,470
18,515
SFIG
WisdomTree U.S. Short-Term Corporate Bond Fund
WisdomTree U.S. Short-Term Corporate Bond Fund
2025-06-30
Sold Out
Sold Out
-1.37%
●
48.03 ($48.45) 48.84
$47.87
-1.21%
Sold Out
0
-27,867
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Sold Out
Sold Out
-1.36%
●
50.29 ($50.37) 50.47
$50.46
0.18%
Sold Out
0
-26,586
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+1.24%
●
22.27 ($26.42) 29.21
$29.94
13.32%
Add 13.7%
391,704
47,199
BAR
GraniteShares Gold Shares
2025-06-30
New Buy
New Buy
+1.22%
●
29.34 ($32.38) 33.87
$33.42
3.21%
New holding
41,930
41,930
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
2025-06-30
Reduce
Reduce
-1.01%
●
42.51 ($43.05) 43.69
$43.44
0.91%
Reduce -14.23%
137,948
-22,888
USMF
WisdomTree U.S. Multifactor Fund
2025-06-30
Add
Add
+0.87%
●
44.42 ($49.43) 51.46
$51.35
3.89%
Add 22.89%
105,302
19,613

Defined Financial Planning LLC Total Holding History ($B)

To

Defined Financial Planning LLC's Asset Allocation

To

Defined Financial Planning LLC Past Portfolios

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

Top Ranked Articles

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Defined Financial Planning LLC's Hypothetical Growth since 2025-06-30

Defined Financial Planning LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Defined Financial Planning LLC's Holdings Heat Map

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Defined Financial Planning LLC's Holdings Bubble Chart

Defined Financial Planning LLC News

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