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| Name: |
DEFINED WEALTH MANAGEMENT LLC |
| City: |
BEAVERTON |
| State: |
OR |
| Zip: |
97008 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WMB |
Williams Companies Inc |
89 |
New |
$40.64 |
$336,000 |
8,633 |
0.24% |
336,000 |
8,633 |
0.001 |
Oil & Gas Pipelines &... |
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ELR |
streetTRACKS Series Trust -... |
91 |
New |
$61.48 |
$327,000 |
5,319 |
0.23% |
327,000 |
5,319 |
0.001 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
94 |
New |
$96.21 |
$298,000 |
3,040 |
0.21% |
298,000 |
3,040 |
0 |
Closed - End Fund - E... |
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CRWD |
Crowdstrike Holdings, Inc. |
99 |
New |
$315.92 |
$245,000 |
763 |
0.18% |
245,000 |
763 |
0 |
N/A |
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FB |
Meta Platforms Inc |
100 |
New |
$467.05 |
$240,000 |
495 |
0.17% |
240,000 |
495 |
0 |
Internet Service Prov... |
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DIS |
Walt Disney Co |
102 |
New |
$101.70 |
$219,000 |
1,787 |
0.16% |
219,000 |
1,787 |
0 |
Entertainment - Diver... |
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ITOT |
iShares Core S&P Total US |
103 |
New |
$114.73 |
$210,000 |
1,817 |
0.15% |
210,000 |
1,817 |
0 |
Closed - End Fund - E... |
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