Defined Financial Planning LLCAggressive Growth

CIK: 0002056559 | SAN RAFAEL, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2025	13F-HR	65	$120.6M	2025-10-15	SEC ↗
Q2 2025	13F-HR	68	$112.6M	2025-07-23	SEC ↗
Q1 2025	13F-HR	77	$98.7M	2025-04-16	SEC ↗
Q4 2024	13F-HR	78	$93.7M	2025-02-13	SEC ↗