FinDec Wealth Services

FinDec Wealth Services as of March 31, 2026

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 30 positions in its portfolio as reported in the March 2026 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) 17.6 $14M 645k 22.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.2 $11M 369k 29.13
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.4 $10M 285k 35.71
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.8 $9.7M 215k 45.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $7.1M 183k 38.96
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $4.5M 108k 42.22
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $4.2M 15k 287.18
Vanguard Index Fds Small Cp Etf (VB) 4.8 $3.9M 15k 261.91
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $2.4M 7.4k 320.81
Apple (AAPL) 2.6 $2.1M 8.3k 253.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $2.1M 62k 33.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $1.8M 72k 24.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $1.4M 2.00 718140.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.2M 16k 77.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $956k 29k 32.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $602k 1.0k 597.56
Pepsi (PEP) 0.7 $560k 3.6k 155.29
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $510k 12k 42.54
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $497k 9.3k 53.35
NVIDIA Corporation (NVDA) 0.6 $482k 2.8k 174.38
Tesla Motors (TSLA) 0.4 $335k 901.00 371.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $321k 5.1k 62.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $308k 12k 25.64
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $289k 5.5k 52.78
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $238k 5.9k 40.19
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $232k 4.8k 47.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $211k 3.0k 71.13
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $210k 6.3k 33.37
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $209k 5.4k 38.42
Cardiff Oncology (CRDF) 0.0 $26k 16k 1.62