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

Instuitional Investor - Defined Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Defined Wealth Management, Llc
Portfolio Value	$172,228,475

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	VLUE	115,298	$10,066,651	5.84%
2.	Vanguard Index Fds - S&P 500 ETF SHS		15,395	$9,427,590	5.47%
3.	Vanguard Index Fds - GROWTH ETF		16,272	$7,804,271	4.53%
4.	Spdr S & P 500 Etf Trust	SPY	9,481	$6,316,212	3.67%
5.	Ishares Trust	IEF	8,864	$5,932,787	3.44%