Filer Name: DEFINED FINANCIAL PLANNING LLC
CIK: 2056559
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 78
Portfolio Value: $0.09B

Defined Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SECT US MAIN SECTOR ROTATION ETF 149,419 $8M 8.77% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 273,498 $8M 8.14% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 87,140 $7M 7.53% - -
AGGY US WISDOMTREE YIELD ENHANCED US 146,873 $6M 6.73% - -
USMF US WISDOMTREE US MULTIFACTOR FU 82,567 $4M 4.38% - -
XSOE US WISDMTREE EMERG MKT EX-ST OW 122,202 $4M 3.98% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 91,511 $3M 3.33% - -
MSFT US MICROSOFT CORP 7,130 $3M 3.21% - -
BUFR US FT VEST LAD BUFFERVETF-USD I 93,190 $3M 3.03% - -
AAPL US APPLE INC 11,087 $3M 2.96% - -
MTGP US WISDOMTREE MTGE PLUS BOND 62,735 $3M 2.89% - -
DON US WISDOMTREE US MIDCAP DIVIDEN 50,997 $3M 2.78% - -
NVDA US NVIDIA CORP 17,840 $2M 2.56% - -
IHDG US WISDOMTREE INTERNATIONAL HED 50,915 $2M 2.36% - -
DGS US WISDOMTREE EM SMALL CAP 42,441 $2M 2.22% - -
JVAL US JPMORGAN US VALUE FACTOR ETF 46,869 $2M 2.16% - -
DXJ US WISDOMTREE JAPAN HEDGED EQ 18,233 $2M 2.15% - -
TLH US ISHARES 10-20 YEAR TREASURY 19,797 $2M 2.10% - -
EES US WISDOMTREE US SMALLCAP FUND 31,229 $2M 1.80% - -
BUYW US MAIN BUYWRITE ETF 113,192 $2M 1.68% - -
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