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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	$173,485,009

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	VLUE	114,707	$10,261,717	5.92%
2.	Vanguard Index Fds - S&P 500 ETF SHS		15,223	$9,546,592	5.5%
3.	Vanguard Index Fds - GROWTH ETF		15,961	$7,786,753	4.49%
4.	Spdr S & P 500 Etf Trust	SPY	9,394	$6,405,770	3.69%
5.	Ishares Trust	IEF	8,864	$6,071,460	3.5%