Dechtman Wealth Management
Latest statistics and disclosures from Dechtman Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001992316
Tip: Access up to 7 years of quarterly data
Positions held by Dechtman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Dechtman Wealth Management
Dechtman Wealth Management holds 52 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.1 | $84M | 189k | 445.71 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 23.6 | $79M | 1.1M | 72.62 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.2 | $41M | 101k | 407.28 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 7.1 | $24M | 319k | 74.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.1 | $24M | 238k | 99.65 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.7 | $23M | 103k | 220.16 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 6.5 | $22M | 610k | 35.60 |
|
|
| Ishares Tr Rus Top 200 Etf (IWL) | 3.1 | $11M | 98k | 106.64 |
|
|
| Apple (AAPL) | 1.5 | $5.2M | 27k | 193.97 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $1.7M | 4.9k | 340.53 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $1.5M | 29k | 52.37 |
|
|
| Amazon (AMZN) | 0.4 | $1.2M | 9.1k | 130.36 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $1.1M | 5.2k | 204.64 |
|
|
| Xcel Energy (XEL) | 0.3 | $1.0M | 16k | 62.17 |
|
|
| Pepsi (PEP) | 0.3 | $1.0M | 5.4k | 185.23 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $957k | 8.9k | 107.25 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $852k | 5.6k | 151.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $794k | 5.5k | 145.43 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $692k | 16k | 43.80 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $681k | 9.3k | 73.03 |
|
|
| Target Corporation (TGT) | 0.2 | $676k | 5.1k | 131.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $669k | 4.1k | 162.42 |
|
|
| Chevron Corporation (CVX) | 0.2 | $648k | 4.1k | 157.36 |
|
|
| Abbvie (ABBV) | 0.2 | $646k | 4.8k | 134.73 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $641k | 10k | 63.95 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $570k | 9.9k | 57.57 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $526k | 2.9k | 179.23 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $512k | 1.1k | 460.38 |
|
|
| Kos Pharmaceuticals | 0.1 | $454k | 4.2k | 109.02 |
|
|
| Home Depot (HD) | 0.1 | $440k | 1.4k | 310.58 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $439k | 4.4k | 99.05 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $437k | 2.8k | 157.80 |
|
|
| American Express Company (AXP) | 0.1 | $384k | 2.2k | 174.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $377k | 3.2k | 119.70 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $372k | 1.4k | 275.26 |
|
|
| Stryker Corporation (SYK) | 0.1 | $361k | 1.2k | 305.14 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $342k | 6.8k | 50.45 |
|
|
| Emerson Electric (EMR) | 0.1 | $338k | 3.7k | 90.38 |
|
|
| Western Alliance Bancorporation (WAL) | 0.1 | $327k | 9.0k | 36.47 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $305k | 1.6k | 188.10 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $303k | 1.0k | 299.42 |
|
|
| Boeing Company (BA) | 0.1 | $297k | 1.4k | 211.16 |
|
|
| Travelers Group Prop & Cas Cor | 0.1 | $283k | 1.6k | 173.65 |
|
|
| Fiserv (FI) | 0.1 | $276k | 2.2k | 126.15 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $249k | 1.5k | 165.50 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $244k | 9.3k | 26.35 |
|
|
| Tesla Motors (TSLA) | 0.1 | $244k | 933.00 | 261.77 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $237k | 1.5k | 157.22 |
|
|
| Yum! Brands (YUM) | 0.1 | $235k | 1.7k | 138.58 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $221k | 4.1k | 54.44 |
|
|
| Hp (HPQ) | 0.1 | $209k | 6.8k | 30.71 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $202k | 920.00 | 219.82 |
|
Past Filings by Dechtman Wealth Management
SEC 13F filings are viewable for Dechtman Wealth Management going back to 2023
- Dechtman Wealth Management 2023 Q2 filed Sept. 11, 2023