Define Financial

Define Financial as of March 31, 2025

Portfolio Holdings for Define Financial

Define Financial holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 15.5 $20M 411k 49.57
American Centy Etf Tr Intl Smcp Vlu (AVDV) 13.8 $18M 267k 67.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.5 $18M 224k 78.98
Vanguard Index Fds Total Stk Mkt (VTI) 13.0 $17M 65k 261.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.2 $16M 273k 58.60
Vanguard Index Fds Real Estate Etf (VNQ) 11.3 $15M 178k 83.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $8.4M 195k 43.10
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.4 $8.4M 146k 57.49
Microsoft Corporation (MSFT) 0.8 $1.1M 2.8k 388.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.0M 2.0k 533.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $709k 1.4k 524.11
Apple (AAPL) 0.5 $674k 3.4k 198.17
Vanguard Index Fds Large Cap Etf (VV) 0.4 $585k 2.4k 245.51
NVIDIA Corporation (NVDA) 0.3 $457k 4.1k 110.93
Airbnb Com Cl A (ABNB) 0.3 $449k 3.9k 114.54
Amazon (AMZN) 0.3 $389k 2.1k 184.83
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $370k 3.9k 96.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $370k 754.00 490.64
Cintas Corporation (CTAS) 0.3 $365k 1.8k 206.09
Constellation Brands Cl A (STZ) 0.3 $364k 2.0k 185.66
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $356k 5.6k 63.87
Vanguard Index Fds Growth Etf (VUG) 0.3 $338k 937.00 360.35
Costco Wholesale Corporation (COST) 0.3 $333k 346.00 962.30
Tetra Tech (TTEK) 0.2 $313k 10k 30.19
Sempra Energy (SRE) 0.2 $257k 3.8k 68.30
Vanguard Index Fds Value Etf (VTV) 0.2 $251k 1.6k 161.87
Progressive Corporation (PGR) 0.2 $251k 909.00 275.61
Visa Com Cl A (V) 0.2 $249k 748.00 333.38
Vanguard World Inf Tech Etf (VGT) 0.2 $236k 454.00 520.22
Qualcomm (QCOM) 0.2 $228k 1.6k 139.25
Ishares Tr Core S&p500 Etf (IVV) 0.2 $227k 423.00 536.74
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $220k 4.3k 50.63
Alphabet Cap Stk Cl C (GOOG) 0.2 $209k 1.3k 159.40