FinDec Wealth Services

FinDec Wealth Services as of Sept. 30, 2025

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 34 positions in its portfolio as reported in the September 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 743k 22.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.6 $13M 412k 31.91
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.5 $12M 368k 32.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 12.5 $12M 264k 45.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.8 $8.5M 234k 36.35
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.5 $5.3M 124k 42.76
Vanguard Index Fds Mid Cap Etf (VO) 5.2 $5.0M 17k 293.74
Vanguard Index Fds Small Cp Etf (VB) 4.8 $4.6M 18k 254.28
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $2.7M 8.1k 328.17
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $2.5M 78k 31.53
Apple (AAPL) 2.1 $2.0M 8.0k 254.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $1.7M 72k 23.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $1.5M 2.00 754200.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.3M 16k 78.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $968k 29k 33.37
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $679k 11k 60.08
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $516k 12k 42.03
Microsoft Corporation (MSFT) 0.5 $511k 986.00 517.70
Pepsi (PEP) 0.5 $507k 3.6k 140.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $495k 808.00 612.16
NVIDIA Corporation (NVDA) 0.5 $472k 2.5k 186.55
Tesla Motors (TSLA) 0.4 $356k 800.00 444.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $337k 13k 26.34
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $307k 5.3k 58.21
Global X Fds S&p 500 Catholic (CATH) 0.3 $282k 3.5k 81.06
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $266k 6.1k 43.92
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $259k 5.6k 46.12
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $246k 5.1k 48.19
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $224k 6.6k 34.17
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $222k 5.6k 39.54
Public Storage (PSA) 0.2 $211k 729.00 288.85
Amazon (AMZN) 0.2 $208k 946.00 219.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $207k 3.0k 68.46
Cardiff Oncology (CRDF) 0.0 $33k 16k 2.06