FinDec Wealth Services

FinDec Wealth Services as of March 31, 2025

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 38 positions in its portfolio as reported in the March 2025 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) 16.3 $17M 735k 22.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.1 $12M 489k 25.04
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.9 $12M 313k 38.44
Dimensional Etf Trust Us Large Cap Val (DFLV) 11.8 $12M 391k 30.57
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.6 $8.7M 278k 31.23
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $5.0M 19k 258.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.6 $4.7M 112k 42.06
Vanguard Index Fds Small Cp Etf (VB) 4.5 $4.5M 20k 221.75
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $3.1M 11k 274.84
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.9 $2.9M 112k 25.89
Apple (AAPL) 2.0 $2.0M 9.1k 222.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $1.7M 84k 19.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $1.6M 2.00 798442.00
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.5 $1.5M 43k 35.64
Ishares Tr U.s. Med Dvc Etf (IHI) 1.1 $1.1M 18k 60.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $972k 35k 27.57
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.8 $803k 24k 33.40
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.8 $793k 28k 28.33
NVIDIA Corporation (NVDA) 0.7 $738k 6.8k 108.38
Dimensional Etf Trust Short Duration F (DFSD) 0.7 $728k 15k 47.52
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $719k 18k 39.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $707k 14k 51.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $680k 8.9k 76.57
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $564k 17k 34.25
Pepsi (PEP) 0.5 $549k 3.7k 149.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $539k 24k 22.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $497k 967.00 514.00
Amazon (AMZN) 0.5 $456k 2.4k 190.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $421k 7.1k 59.75
Microsoft Corporation (MSFT) 0.4 $412k 1.1k 375.23
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.4 $359k 8.1k 44.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $337k 633.00 532.58
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $300k 7.1k 42.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $297k 11k 26.58
Global X Fds S&p 500 Catholic (CATH) 0.2 $235k 3.5k 67.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $224k 9.6k 23.43
Public Storage (PSA) 0.2 $218k 729.00 299.29
Cardiff Oncology (CRDF) 0.0 $50k 16k 3.14