Defined Financial Planning LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 16, 2025
Value $: $98.7M
Signature - Title: Aryn Sands - Agent
Location: San Rafael, CA
Summary: This page shows a list of all the recent 13F filings made by Defined Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Defined Financial Planning LLC reported 77 stock holdings with total value $98.7M as of Q1 2025. Top holdings included SCHG, DGRW, AGGY, JVAL, and SECT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	77	$98.7M	+$21.7M	-$14.4M	+$7.35M	SCHG, DGRW, AGGY, JVAL, SECT	13F-HR	4/15/2025, 05:34 PM
Q4 2024	78	$93.7M	$0	$0		SECT, SCHG, DGRW, AGGY, USMF	13F-HR	2/13/2025, 02:34 PM