Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $148,752,784
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 115,173 $8,712,832 5.86%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 15,179 $7,800,640 5.24%
3.
Vanguard Index Fds - GROWTH ETF
 17,246 $6,395,089 4.3%
4.
Ishares Trust
 IEF 60,934 $5,623,599 3.78%
5.
Spdr S & P 500 Etf Trust
 SPY 9,704 $5,428,421 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)