DEFINED WEALTH MANAGEMENT, LLC

Q4 2020 13F Holdings Report, Stock Holdings

Signature - Title
Stacy Sizemore - Chief Compliance Officer
Location
Beaverton, OR
Holdings as of
31 Dec 2020
Value $
$101,332,000
Num holdings
214
Filing time
09 Mar 2021, 16:40:16 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, QQQ, SPY, VIG, and USMV.
Next filing
Q1 2021 - 18 May 2021
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stacy Sizemore Chief Compliance Officer Portland, Oregon 09 Mar 2021