FinDec Wealth Services, Inc.
Q2 2025 13F Holdings
- Locationstockton, CA
- Num holdings
35
- Value ($000)
$95,633
- Date Filed07/24/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.69M | 18 % | 741,825 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.25M | 14 % | 453,667 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.95M | 13 % | 282,101 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $11.59M | 12 % | 373,645 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.45M | 9 % | 244,461 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $5.05M | 5 % | 119,413 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.92M | 5 % | 17,586 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.49M | 5 % | 18,937 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.64M | 3 % | 91,049 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.61M | 3 % | 8,603 |
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