FinDec Wealth Services

FinDec Wealth Services as of Dec. 31, 2024

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 12.9 $19M 835k 22.20
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.2 $13M 374k 35.26
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.7 $11M 275k 40.49
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.0 $8.7M 211k 41.27
Dimensional Etf Trust Us Large Cap Val (DFLV) 5.8 $8.4M 279k 30.03
Dimensional Etf Trust Short Duration F (DFSD) 5.6 $8.1M 173k 46.88
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 5.2 $7.5M 255k 29.22
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.5 $6.4M 183k 34.97
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $5.8M 162k 35.48
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.9 $5.7M 224k 25.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $5.5M 99k 55.66
Apple (AAPL) 3.8 $5.5M 22k 250.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $4.6M 167k 27.87
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.9 $4.2M 112k 37.17
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $4.1M 16k 264.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $3.3M 113k 29.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $3.0M 46k 65.08
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.9 $2.7M 65k 42.61
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $2.4M 41k 58.35
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 1.6 $2.2M 55k 40.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $2.0M 109k 18.50
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.0M 8.2k 240.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.4M 60k 23.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $1.2M 45k 26.63
NVIDIA Corporation (NVDA) 0.6 $831k 6.2k 134.28
Microsoft Corporation (MSFT) 0.5 $773k 1.8k 421.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $751k 1.4k 538.89
Amazon (AMZN) 0.4 $577k 2.6k 219.41
Pepsi (PEP) 0.4 $556k 3.7k 152.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $527k 20k 26.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $398k 15k 25.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $375k 827.00 453.28
Ishares Ethereum Tr SHS (ETHA) 0.3 $369k 15k 25.29
JPMorgan Chase & Co. (JPM) 0.2 $323k 1.3k 239.78
Meta Platforms Cl A (META) 0.2 $265k 453.00 585.94
Global X Fds S&p 500 Catholic (CATH) 0.2 $263k 3.7k 70.84
Public Storage (PSA) 0.2 $218k 729.00 299.44
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $202k 7.3k 27.71
Cardiff Oncology (CRDF) 0.0 $69k 16k 4.34