FinDec Wealth Services

FinDec Wealth Services as of June 30, 2025

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 35 positions in its portfolio as reported in the June 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) 17.5 $17M 742k 22.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.9 $13M 454k 29.21
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 12.5 $12M 282k 42.36
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.1 $12M 374k 31.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.8 $8.5M 245k 34.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.3 $5.0M 119k 42.26
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $4.9M 18k 279.84
Vanguard Index Fds Small Cp Etf (VB) 4.7 $4.5M 19k 236.97
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.8 $2.6M 91k 28.95
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $2.6M 8.6k 303.93
Apple (AAPL) 1.8 $1.7M 8.2k 205.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $1.6M 74k 22.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.5 $1.5M 2.00 728800.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.2M 16k 77.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $895k 30k 30.14
Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $783k 13k 62.64
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $692k 18k 39.49
Microsoft Corporation (MSFT) 0.5 $502k 1.0k 497.18
Pepsi (PEP) 0.5 $486k 3.7k 132.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $469k 825.00 568.01
NVIDIA Corporation (NVDA) 0.5 $441k 2.8k 157.97
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $381k 7.9k 48.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $354k 6.6k 53.96
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $335k 7.8k 42.83
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $324k 10k 31.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $315k 13k 24.44
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $307k 7.5k 40.65
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $286k 7.7k 36.93
Global X Fds S&p 500 Catholic (CATH) 0.3 $263k 3.5k 75.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $245k 8.8k 27.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $229k 3.6k 63.71
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.2 $224k 4.4k 51.24
Public Storage (PSA) 0.2 $214k 729.00 293.42
Amazon (AMZN) 0.2 $203k 925.00 219.44
Cardiff Oncology (CRDF) 0.1 $50k 16k 3.15