DEFINE FINANCIAL, LLC: 13F holdings
CIK 20213202026Q2
| Positions | 47 |
|---|---|
| Reported value | $217.8m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUV AMERICAN CENTY ETF TR | 263,037 | $32.8m | 15.1% |
| VTIP VANGUARD MALVERN FDS | 644,675 | $32.4m | 14.9% |
| AVDV AMERICAN CENTY ETF TR | 269,261 | $27.7m | 12.7% |
| VTI VANGUARD INDEX FDS | 74,719 | $27.6m | 12.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 301,273 | $25.2m | 11.6% |
| VNQ VANGUARD INDEX FDS | 228,368 | $22.0m | 10.1% |
| AVEM AMERICAN CENTY ETF TR | 154,063 | $14.9m | 6.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 215,803 | $12.9m | 5.9% |
| AAPL APPLE INC | 6,342 | $1.8m | 0.8% |
| MSFT MICROSOFT CORP | 4,518 | $1.7m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021320")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.