Defined Financial Planning LLC
- SEC CIK
- 0002056559
- 最新申報
- 2025/10/15
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位。
- 持股檔數
- 78
- 2024 年第 3 季沒有申報
- 總值
- $9,367 萬
- 2024 年第 3 季沒有申報
Defined Financial Planning LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 149,419 | $821.2 萬 | 8.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 273,498 | $762.2 萬 | 8.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 87,140 | $705.2 萬 | 7.5% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 146,873 | $630.4 萬 | 6.7% | – | – | – |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 82,567 | $410.2 萬 | 4.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 122,202 | $372.5 萬 | 4.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 91,511 | $312.3 萬 | 3.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,130 | $300.5 萬 | 3.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 93,190 | $283.9 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 11,087 | $277.6 萬 | 3.0% | – | – | 歷史 |
| WisdomTree Tr97717Y725 | MORTGAGE PLUS BD | 62,735 | $271.0 萬 | 2.9% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 50,997 | $259.9 萬 | 2.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 17,840 | $239.6 萬 | 2.6% | – | – | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 50,915 | $221.3 萬 | 2.4% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 42,441 | $207.6 萬 | 2.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 46,869 | $202.5 萬 | 2.2% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 18,233 | $201.1 萬 | 2.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,797 | $197.1 萬 | 2.1% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 31,229 | $168.4 萬 | 1.8% | – | – | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 113,192 | $157.8 萬 | 1.7% | – | – | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 32,044 | $144.6 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,854 | $128.4 萬 | 1.4% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 25,134 | $126.5 萬 | 1.4% | – | – | – |
| WisdomTree Tr97717X156 | US SHT TRM CORP | 26,207 | $125.9 萬 | 1.3% | – | – | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 17,220 | $105.4 萬 | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,223 | $98.9 萬 | 1.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,690 | $89.3 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,660 | $61.7 萬 | 0.7% | – | – | 歷史 |
| Agf Invts Tr00110G408 | US MARKET NETRL | 30,822 | $57.0 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,946 | $56.4 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,076 | $54.4 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,480 | $46.8 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,300 | $40.9 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,403 | $40.3 萬 | 0.4% | – | – | 歷史 |
| QLYSQualys, Inc. | COM | 2,858 | $40.1 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 14,444 | $40.0 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,698 | $39.0 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 6,105 | $38.0 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,901 | $36.2 萬 | 0.4% | – | – | 歷史 |
| PRGSProgress Software Corp | COM | 5,203 | $33.9 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,009 | $33.5 萬 | 0.4% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,901 | $31.3 萬 | 0.3% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,100 | $31.2 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,410 | $31.0 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 395 | $30.5 萬 | 0.3% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,035 | $30.1 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,027 | $30.1 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,847 | $28.7 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,196 | $28.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 682 | $28.0 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,447 | $27.7 萬 | 0.3% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 6,992 | $27.7 萬 | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,078 | $27.3 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 296 | $27.1 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,515 | $27.1 萬 | 0.3% | – | – | 歷史 |
| ADUSAddus HomeCare Corp | COM | 2,156 | $27.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 455 | $26.8 萬 | 0.3% | – | – | – |
| ORCLOracle Corp | Stock | 1,590 | $26.5 萬 | 0.3% | – | – | 歷史 |
| IPARInterparfums Inc | COM | 1,925 | $25.3 萬 | 0.3% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N855 | SIMPLIFY INTERST | 4,611 | $24.1 萬 | 0.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 721 | $24.1 萬 | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 1,044 | $24.0 萬 | 0.3% | – | – | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 965 | $23.1 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,062 | $23.0 萬 | 0.2% | – | – | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 5,915 | $22.9 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 6,000 | $22.6 萬 | 0.2% | – | – | 歷史 |
| LRNStride, Inc. | COM | 2,165 | $22.5 萬 | 0.2% | – | – | 歷史 |
| AXAxos Financial, Inc. | COM | 3,163 | $22.1 萬 | 0.2% | – | – | 歷史 |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 9,824 | $22.1 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 2,423 | $21.9 萬 | 0.2% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 1,144 | $21.0 萬 | 0.2% | – | – | 歷史 |
| FSSFederal Signal Corp | COM | 2,273 | $21.0 萬 | 0.2% | – | – | 歷史 |
| LMATLemaitre Vascular Inc | COM | 2,270 | $20.9 萬 | 0.2% | – | – | 歷史 |
| SLBSLB Limited | Stock | 5,449 | $20.9 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 515 | $20.8 萬 | 0.2% | – | – | 歷史 |
| HWKNHawkins Inc | COM | 1,673 | $20.5 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,687 | $20.4 萬 | 0.2% | – | – | 歷史 |
| MRTNMarten Transport Ltd | COM | 11,070 | $17.3 萬 | 0.2% | – | – | 歷史 |