FinDec Wealth Services, Inc.
Q3 2025 13F Holdings
- Locationstockton, CA
- Num holdings
34
- Value ($000)
$96,579
- Date Filed 10/23/2025
- Form type13F-HR
- CIK 0001916066
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
C CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.87M | 18 % | 742,467 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.15M | 14 % | 412,011 | ||
D DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $12.12M | 13 % | 368,279 | ||
D DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.08M | 13 % | 263,923 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.50M | 9 % | 233,916 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $5.32M | 6 % | 124,326 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.00M | 5 % | 17,005 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.64M | 5 % | 18,228 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.66M | 3 % | 8,118 | ||
D DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.47M | 3 % | 78,205 |
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