DF

DEFINE FINANCIAL, LLC

13F
DEFINE FINANCIAL, LLC
Last update 2025-04-16 33 Stocks (1 new)
Value $131.00 Mil Turnover 7 %
Countries:
Top Holdings: VTIP(15.51%)AVDV(13.78%)AVUV(13.46%)VTI(13.05%)VEU(12.19%)
Summary Stock Picks Current Portfolio
DEFINE FINANCIAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
410,764
20,361.6
+7.11%
15.510
+1.03%
0.150
+1.12%
+4.10%
15,007.5
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
267,435
18,083.9
+7.06%
13.780
+0.91%
0.240
+23.69%
+26.56%
9,870.6
 
AVUV
Avantis U.S. Small Cap Value ETF
223,695
17,667.4
+9.22%
13.460
+1.14%
0.130
+16.26%
-0.91%
16,726.1
 
VTI
Vanguard Total Stock Market ETF
65,428
17,125.0
+3.91%
13.050
+0.49%
0.000
+14.88%
+6.80%
472,455.5
 
VEU
Vanguard FTSE All-World ex-US ETF
273,160
16,007.2
+6.97%
12.190
+0.79%
0.040
+16.98%
+18.73%
44,083.4
 
VNQ
Vanguard Real Estate Index Fund ETF
178,041
14,889.6
+2.94%
11.340
+0.32%
0.040
+6.52%
+2.15%
33,087.0
 
VWO
Vanguard FTSE Emerging Markets ETF
195,398
8,421.7
+7.69%
6.420
+0.46%
0.010
+17.09%
+13.09%
84,665.1
 
AVEM
Avantis Emerging Markets Equity ETF
145,958
8,391.1
+8.59%
6.390
+0.51%
0.110
+22.72%
+18.35%
10,806.3
 
MSFT
Microsoft Corp
2,781
1,080.2
+176.72%
0.820
+0.52%
0.000
+29.18%
+19.92%
3,742,360.2
Software
SPY
SPDR S&P 500 ETF Trust
1,952
1,042.0
-13.32%
0.790
-0.13%
0.000
+14.09%
+7.12%
641,836.6
 

DEFINE FINANCIAL, LLC's Historical Top Holdings Breakdowns

DEFINE FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABNB
Airbnb Inc
2025-03-31
Reduce
Reduce
-2.69%
●
119.38 ($133.97) 161.42
$136.85
2.15%
Reduce -87.39%
3,919
-27,166
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+1.14%
●
84.96 ($93.96) 100.71
$94.83
0.93%
Add 9.22%
223,695
18,890
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+1.03%
●
48.43 ($49.09) 49.9
$49.88
1.61%
Add 7.11%
410,764
27,260
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.91%
●
63.74 ($67.91) 71.96
$80.84
19.04%
Add 7.06%
267,435
17,637
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.79%
●
56.51 ($60.25) 62.98
$67.47
11.98%
Add 6.97%
273,160
17,792
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.52%
●
375.39 ($407.71) 447.2
$503.51
23.50%
Add 176.72%
2,781
1,776
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.51%
●
57.11 ($60.13) 62.4
$68.83
14.47%
Add 8.59%
145,958
11,552
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.49%
●
271.18 ($290.53) 303.12
$307.50
5.84%
Add 3.91%
65,428
2,463
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.46%
●
42.5 ($45.01) 46.71
$49.61
10.22%
Add 7.69%
195,398
13,956
AAPL
Apple Inc
2025-03-31
Add
Add
+0.38%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Add 278.31%
3,401
2,502

DEFINE FINANCIAL, LLC Total Holding History ($B)

To

DEFINE FINANCIAL, LLC's Asset Allocation

To

DEFINE FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DEFINE FINANCIAL, LLC's Hypothetical Growth since 2025-03-31

DEFINE FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DEFINE FINANCIAL, LLC's Holdings Heat Map

Size field:

DEFINE FINANCIAL, LLC's Holdings Bubble Chart

DEFINE FINANCIAL, LLC News

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