Fund HoldingsDEFINED WEALTH MANAGEMENT, LLC

Total Portfolio Value
$117.24M
Total Bought
$5.88M
Total Sold
$2.28M
Net Transaction
+$3.60M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR
BROAD USD HIGH
27,35546,907+19,5529661,6281.39%+663
WISDOMTREE TR(WT)012,095+12,09506090.52%+609
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
16,57127,860+11,2898101,3331.14%+523
ISHARES TR10,88615,179+4,2939421,2531.07%+311
ABBVIE INC(ABBV)01,528+1,52802280.19%+228
ISHARES TR46,16649,792+3,6263,6133,7153.17%+103
ISHARES INC
CORE MSCI EMKT
49,21753,046+3,8292,4262,5242.15%+99
VANGUARD TAX-MANAGED FDS11,55814,447+2,8895346320.54%+98
UNITEDHEALTH GROUP INC(UNH)3,3783,406+281,6241,7171.46%+94
CHARTER COMMUNICATIONS INC N(CHTR)1,2051,208+34435310.45%+89
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46,65347,546+8936357110.61%+76
AMGEN INC(AMGN)1,4921,508+163314050.35%+74
CONOCOPHILLIPS(COP)4,3154,347+324475210.44%+74
COMCAST CORP NEW(CCZ)23,43723,559+1229741,0450.89%+71
CHEVRON CORP NEW(CVX)4,2474,293+466687240.62%+56
ALPHABET INC(GOOG)2,2492,460+2112693220.27%+53
EXXON MOBIL CORP3,9554,051+964244760.41%+52
AIR PRODS & CHEMS INC1,6911,955+2645075540.47%+48
NOVO-NORDISK A S(NVO)3,2956,386+3,0915335810.50%+48
BECTON DICKINSON & CO(BDX)1,3061,489+1833453850.33%+40
INTEL CORP(INTC)16,35716,459+1025475850.50%+38
PROGRESSIVE CORP(PGR)3,6123,691+794785140.44%+36
VERTIV HOLDINGS CO(VRT)10,4167,750-2,6662582880.25%+30
AMAZON COM INC(AMZN)2,0172,306+2892632930.25%+30
BERKSHIRE HATHAWAY INC DEL2,0612,087+267037310.62%+28
VANGUARD INDEX FDS15,00615,592+5866,1126,1235.22%+11
MARSH & MCLENNAN COS INC(MRSH)3,0973,113+165825920.51%+10
MCKESSON CORP(MCK)706709+33023080.26%+7
CVS HEALTH CORP(CVS)3,3733,408+352332380.20%+5
AUTODESK INC1,5101,516+63093140.27%+5
VANGUARD INDEX FDS1,7801,873+932942990.25%+4
US BANCORP DEL(USB)11,30311,320+173733740.32%+1
SEMPRA(SRE)7,98017,080+9,1001,1621,1620.99%0
VISA INC(V)1,3051,347+423103100.26%-0
HALEON PLC(HLN)24,57324,621+482062050.17%-1
VERTEX PHARMACEUTICALS INC(VRTX)881888+73103090.26%-1
SPDR INDEX SHS FDS
ST PORT MARK ETF
30,42431,065+6411,0461,0430.89%-3
FRANKLIN COVEY CO9,8069,80604284210.36%-7
JPMORGAN CHASE & CO(JPM)8,7338,706-271,2701,2631.08%-8
HOME DEPOT INC(HD)2,0482,079+316366280.54%-8
SCHWAB CHARLES CORP(SCHW)6,5036,554+513693600.31%-9
SHERWIN WILLIAMS CO(SHW)891893+22372280.19%-9
MICROSOFT CORP(MSFT)2,9813,185+2041,0151,0060.86%-9
NORTHROP GRUMMAN CORP(NOC)881886+54023900.33%-12
ELEVANCE HEALTH INC(ELV)1,7461,753+77767630.65%-12
BANK AMERICA CORP13,88914,034+1453983840.33%-14
PFIZER INC(PFE)6,0576,218+1612222060.18%-16
ISHARES TR1,4311,427-43743560.30%-18
TRAVELERS COMPANIES INC1,9551,961+63403200.27%-19
ISHARES TR
MSCI USA MIN ETF
34,58035,237+6572,5702,5502.18%-20
BIOGEN INC(BIIB)926931+52642390.20%-24
VANGUARD INDEX FDS4,3994,445+469699440.81%-25
JOHNSON & JOHNSON(JNJ)3,0523,071+195054780.41%-27
OTIS WORLDWIDE CORP(OTIS)3,3123,315+32952660.23%-29
EDISON INTL(EIX)5,0275,030+33493180.27%-31
VANGUARD INDEX FDS5,3775,476+991,0691,0350.88%-34
FIRST TR EXCHANGE-TRADED FD5,9955,902-939779420.80%-35
TC ENERGY CORP(TRP)6,1036,124+212472110.18%-36
ILLINOIS TOOL WKS INC(ITW)1,8731,875+24694320.37%-37
BROADCOM INC(AVGO)1,2601,270+101,0931,0550.90%-38
ORACLE CORP(ORCL)3,8753,922+474614150.35%-46
MARTIN MARIETTA MATLS INC(MLM)92792704283810.32%-47
FIDELITY COMWLTH TR22,70922,679-301,2281,1791.01%-49
VANGUARD INTL EQUITY INDEX F78,12779,731+1,6043,1783,1262.67%-52
TEXAS INSTRS INC(TXN)2,5862,601+154664140.35%-52
DEERE & CO(DE)1,9911,997+68077540.64%-53
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
37,92239,340+1,4181,8571,8031.54%-54
MOTOROLA SOLUTIONS INC(MSI)2,8092,813+48247660.65%-58
MERCK & CO INC(MRK)5,3605,434+746185590.48%-59
NIKE INC(NKE)4,1624,183+214594000.34%-59
VANECK ETF TRUST
MRNGSTR WDE MOAT
14,92514,895-301,1911,1300.96%-61
HONEYWELL INTL INC(HON)2,3582,317-414894280.37%-61
VANGUARD INDEX FDS8,5028,682+1801,8721,8081.54%-64
VANGUARD SPECIALIZED FUNDS10,29110,340+491,6721,6071.37%-65
VANGUARD INDEX FDS30,10430,538+4344,2784,2123.59%-66
ISHARES TR
CORE MSCI EAFE
96,798100,464+3,6666,5346,4655.51%-69
SPDR SER TR
ST STR SP600 SML
40,39940,624+2251,5691,4991.28%-70
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
110,729113,414+2,6853,2373,1652.70%-71
AMERICAN TOWER CORP NEW(AMT)2,4872,48704824090.35%-73
INVESCO QQQ TR7,9537,994+412,9382,8642.44%-74
ASML HOLDING N V
N Y REGISTRY SHS
662679+174804000.34%-80
AMERICAN EXPRESS CO(AXP)3,4143,431+175955120.44%-83
UNITED PARCEL SERVICE INC(UPS)3,5593,55906385550.47%-83
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
50,77451,615+8412,9782,8952.47%-83
METTLER TOLEDO INTERNATIONAL(MTD)463464+16075140.44%-93
RTX CORPORATION(RTX)3,6713,610-613602600.22%-100
ISHARES TR14,66514,414-2511,4611,3601.16%-102
ISHARES TR
CORE MSCI INTL
39,52639,485-412,4162,3011.96%-115
TE CONNECTIVITY LTD(TEL)7,4987,49801,0519260.79%-125
SPDR S&P 500 ETF TR(SPY)9,8089,848+404,3484,2103.59%-138
ISHARES TR37,83637,785-512,7432,6042.22%-139
ISHARES TR9,0719,064-74,0433,8923.32%-151
ISHARES TR36,19936,266+672,2512,0981.79%-154
APPLE INC(AAPL)9,99210,374+3821,9381,7761.51%-162
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,03225,125+933,7463,5603.04%-186
L3HARRIS TECHNOLOGIES INC(LHX)1,0810-1,0812120-212
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
14,29810,600-3,6988256110.52%-215
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
13,78111,419-2,3621,0898680.74%-222
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
31,04325,489-5,5541,3711,0720.91%-299
VANGUARD INDEX FDS19,56818,619-9495,5375,0704.32%-467
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