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Home > Institutional Investor > Defined Wealth Management, Llc > Profile

Instuitional Investor - Defined Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Defined Wealth Management, Llc
Portfolio Value $161,655,777
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 115,263 $9,622,138 5.95%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 15,419 $8,758,455 5.42%
3.
Vanguard Index Fds - GROWTH ETF
 16,360 $7,172,060 4.44%
4.
Spdr S & P 500 Etf Trust
 SPY 9,590 $5,925,018 3.67%
5.
Ishares Trust
 IEF 8,891 $5,520,498 3.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)