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FinDec Wealth Services, Inc. Portfolio
$83.5M across 30 positions as of 2026-09-30, with 87% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | $14M | 16.7% | 659,000 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $12M | 14.4% | 334,987 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $10.7M | 12.8% | 267,259 |
| DFAUDimensional US Core Equity Market ETF | $10.6M | 12.7% | 202,317 |
| DFAIDimensional International Core Equity Market ETF | $7.2M | 8.6% | 173,921 |
| DFCFDimensional Core Fixed Income ETF | $5.2M | 6.3% | 130,290 |
| VOVanguard Mid-Cap ETF | $4.3M | 5.2% | 55,099 |
| VBVanguard Small-Cap ETF | $4M | 4.8% | 14,209 |
| VTIVanguard Total Stock Market ETF | $2.6M | 3.1% | 6,820 |
| DFAEDimensional Emerging Core Equity Market ETF | $2.2M | 2.6% | 55,719 |
| SCHFSchwab International Equity ETF | $1.8M | 2.2% | 66,239 |
| BIVVanguard Intermediate-Term Bond ETF | $1.3M | 1.5% | 17,354 |
| SCHESchwab Emerging Markets Equity ETF | $963K | 1.2% | 26,419 |
| VOOVanguard S&P 500 ETF | $837.4K | 1.0% | 1,195 |
| AAPLApple Inc | $717.1K | 0.9% | 2,153 |
| NVDANVIDIA Corp | $564.4K | 0.7% | 2,471 |
| CGDVCapital Group Dividend Value ETF | $511.1K | 0.6% | 10,462 |
| PEPPepsiCo Inc | $457.2K | 0.5% | 3,608 |
| QQQInvesco QQQ Trust, Series 1 | $443.2K | 0.5% | 599 |
| IHIiShares U.S. Medical Devices ETF | $431K | 0.5% | 8,427 |
| DFATDimensional U.S. Targeted Value ETF | $338.3K | 0.4% | 5,092 |
| SCHXSchwab U.S. Large-Cap ETF | $332.1K | 0.4% | 11,071 |
| TSLATesla Inc | $327.8K | 0.4% | 924 |
| DFIVDimensional International Value ETF | $293.6K | 0.4% | 5,256 |
| CGGRCapital Group Growth ETF | $267.7K | 0.3% | 5,645 |
| CGUSCapital Group Core Equity ETF | $239.5K | 0.3% | 5,383 |
| CGGOCapital Group Global Growth Equity ETF | $237.1K | 0.3% | 5,961 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $223.8K | 0.3% | 4,815 |
| MSFTMicrosoft Corp | $220.4K | 0.3% | 430 |
| PSAPublic Storage | $206.2K | 0.2% | 729 |
Quarter ending 2026-09-30.
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