FinDec Wealth Services

FinDec Wealth Services as of June 30, 2026

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 32 positions in its portfolio as reported in the June 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) 17.8 $15M 677k 22.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.4 $11M 335k 33.84
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 12.9 $11M 277k 39.54
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 12.4 $11M 202k 51.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.5 $7.2M 174k 41.25
Dimensional Etf Trust Core Fixe In Etf (DFCF) 6.3 $5.3M 126k 42.21
Vanguard Index Fds Mid Cap Etf (VO) 5.3 $4.5M 56k 80.57
Vanguard Index Fds Small Cp Etf (VB) 5.1 $4.3M 14k 303.11
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $2.6M 6.9k 370.04
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $2.1M 53k 40.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $2.0M 71k 27.70
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $1.3M 17k 76.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $1.0M 28k 36.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $668k 973.00 686.77
Apple (AAPL) 0.8 $636k 2.2k 289.42
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.6 $533k 11k 49.28
NVIDIA Corporation (NVDA) 0.6 $514k 2.6k 200.11
Pepsi (PEP) 0.6 $489k 3.6k 135.40
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $450k 9.1k 49.41
Tesla Motors (TSLA) 0.5 $389k 924.00 420.60
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $359k 5.1k 69.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $326k 11k 29.43
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $293k 5.4k 54.02
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.3 $266k 5.6k 47.20
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.3 $254k 6.0k 42.33
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.3 $241k 5.4k 44.48
Public Storage (PSA) 0.3 $232k 729.00 318.31
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $230k 4.8k 47.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $212k 288.00 736.05
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $205k 2.5k 82.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $204k 578.00 353.22
Soundhound Ai Class A Com (SOUN) 0.1 $97k 15k 6.47