Define Financial

Latest statistics and disclosures from Define Financial's latest quarterly 13F-HR filing:

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Positions held by Define Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Define Financial

Define Financial holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV) 14.9 $20M 205k 96.53
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Vanguard Malvern Fds Strm Infproidx (VTIP) 14.0 $19M 384k 48.42
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Vanguard Index Fds Total Stk Mkt (VTI) 13.8 $18M 63k 289.81
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.3 $16M 250k 65.08
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Vanguard Index Fds Real Estate Etf (VNQ) 11.6 $15M 173k 89.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.1 $15M 255k 57.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $8.0M 181k 44.04
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American Centy Etf Tr Avantis Emgmkt (AVEM) 6.0 $7.9M 134k 58.79
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Airbnb Com Cl A (ABNB) 3.1 $4.1M 31k 131.41
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.3M 2.3k 585.99
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Vanguard Index Fds Large Cap Etf (VV) 0.5 $640k 2.4k 269.75
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $613k 1.4k 453.28
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NVIDIA Corporation (NVDA) 0.4 $589k 4.4k 134.30
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Constellation Brands Cl A (STZ) 0.4 $476k 2.2k 220.96
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Microsoft Corporation (MSFT) 0.3 $424k 1.0k 421.66
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $414k 768.00 538.78
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Tetra Tech (TTEK) 0.3 $412k 10k 39.84
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $396k 6.1k 65.36
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Vanguard Index Fds Growth Etf (VUG) 0.3 $384k 936.00 410.50
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $382k 3.8k 99.55
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Cintas Corporation (CTAS) 0.2 $323k 1.8k 182.68
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Costco Wholesale Corporation (COST) 0.2 $308k 336.00 916.54
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Tesla Motors (TSLA) 0.2 $287k 709.00 404.08
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Vanguard World Inf Tech Etf (VGT) 0.2 $282k 453.00 622.47
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Vanguard Index Fds Value Etf (VTV) 0.2 $272k 1.6k 169.32
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Alphabet Cap Stk Cl C (GOOG) 0.2 $249k 1.3k 190.50
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $248k 421.00 589.38
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Qualcomm (QCOM) 0.2 $242k 1.6k 153.58
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Sempra Energy (SRE) 0.2 $237k 2.7k 87.73
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Visa Com Cl A (V) 0.2 $236k 747.00 315.92
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Apple (AAPL) 0.2 $225k 899.00 250.35
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Progressive Corporation (PGR) 0.2 $214k 892.00 239.49
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Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $213k 4.3k 49.43
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Workday Cl A (WDAY) 0.2 $202k 783.00 258.03
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Past Filings by Define Financial

SEC 13F filings are viewable for Define Financial going back to 2024