Dechtman Wealth Management, LLC
Q4 2024 13F Holdings
- Locationcentennial, CO
- Num holdings
65
- Value ($000)
$517,428
- Date Filed 02/11/2025
- Form type13F-HR
- CIK 0001992316
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $113.39M | 22 % | 192,613 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $94.94M | 18 % | 176,212 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $63.84M | 12 % | 2,290,663 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $58.10M | 11 % | 1,647,636 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $35.55M | 7 % | 134,602 | ||
M VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $27.11M | 5 % | 217,034 | ||
P PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $27.04M | 5 % | 1,043,258 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $21.13M | 4 % | 183,391 | ||
Q INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $14.23M | 3 % | 67,622 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $13.46M | 3 % | 56,008 |
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