FinDec Wealth Services, Inc.
Q1 2025 13F Holdings
- Locationstockton, CA
- Num holdings
38
- Value ($000)
$101,149
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001916066
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.50M | 16 % | 735,168 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.24M | 12 % | 488,916 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.03M | 12 % | 313,071 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $11.95M | 12 % | 390,773 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.67M | 9 % | 277,475 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.02M | 5 % | 19,414 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $4.70M | 5 % | 111,783 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.52M | 5 % | 20,390 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.12M | 3 % | 11,345 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.91M | 3 % | 112,423 |
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