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Define Financial, LLC

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
Lineage Cell Therapeutics, Inc.LCTXCommon Stock$33.4K20,0000.0%
PROGRESSIVE CORP/OH$207.1K9100.1%
Palantir Technologies Inc$211.9K1,1920.1%
SCHWAB STRATEGIC TR$215.6K6,6090.1%
BNY MELLON ETF TRUST$224.0K1,7120.1%
FIDELITY COVINGTON TRUST$251.1K3,0450.1%
EA SERIES TRUST$255.1K4,9750.1%
Alphabet Inc.$269.8K8620.2%
Visa Inc$273.8K7810.2%
CONSTELLATION BRANDS, INC.$275.7K1,9980.2%
QUALCOMM INC/DE$284.3K1,6620.2%
VANGUARD INDEX FDS$318.5K1,6680.2%
CINTAS CORP$335.1K1,7820.2%
Sempra$340.7K3,8580.2%
VANGUARD WORLD FD$343.4K4560.2%
COSTCO WHOLESALE CORP /NEW$352.0K4080.2%
Tesla Inc$352.3K7830.2%
ISHARES TR$390.4K5700.2%
TETRA TECH INC$392.9K11,7150.2%
DIMENSIONAL ETF TRUST$394.1K9,1990.2%
Motorola Solutions, Inc.$409.4K1,0680.2%
PROSHARES TR$409.7K3,9370.2%
FIDELITY COVINGTON TRUST$419.0K5,6410.2%
VANGUARD INDEX FDS$458.8K9400.3%
VANGUARD INDEX FDS$529.9K8450.3%
Airbnb, Inc.$531.9K3,9190.3%
DIMENSIONAL ETF TRUST$556.0K12,8030.3%
Amazon.com Inc$603.2K2,6130.3%
Alphabet Inc.$693.7K2,2110.4%
NVIDIA Corp$733.3K3,9320.4%
VANGUARD INDEX FDS$756.1K2,4020.4%
Warren E. Buffett$824.3K1,6400.5%
SPDR S&P 500 ETF TR$1.35M1,9730.8%
Apple Inc.$1.55M5,6990.9%
MICROSOFT CORP$1.89M3,9021.1%
VANGUARD INTL EQUITY INDEX F$10.98M204,2636.2%
AMERICAN CENTY ETF TR$11.50M149,3066.5%
VANGUARD INDEX FDS$18.10M204,49810.3%
VANGUARD INTL EQUITY INDEX F$20.77M282,32111.8%
VANGUARD INDEX FDS$23.32M69,55413.2%
AMERICAN CENTY ETF TR$23.83M253,57313.5%
VANGUARD MALVERN FDS$25.24M510,39814.3%
AMERICAN CENTY ETF TR$25.26M247,67714.3%
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