FW

FinDec Wealth Services, Inc.

13F
FinDec Wealth Services, Inc.
Last update 2025-05-15 38 Stocks (3 new)
Value $101.00 Mil Turnover 27 %
Countries:
Top Holdings: CGCP(16.32%)SCHG(12.10%)DFAU(11.90%)DFLV(11.81%)DFAI(8.57%)
Summary Stock Picks Current Portfolio
FinDec Wealth Services, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGCP
Capital Group Core Plus Income ETF
735,168
16,504.5
-11.93%
16.320
-1.54%
0.350
+3.19%
+3.76%
5,244.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
488,916
12,242.5
+193.34%
12.100
+7.98%
0.030
+25.61%
+6.74%
45,345.5
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
313,071
12,034.4
+13.70%
11.900
+1.43%
0.160
+19.90%
+7.26%
8,750.0
 
DFLV
Dimensional US Large Cap Value ETF
390,773
11,945.9
+39.99%
11.810
+3.37%
0.350
+11.91%
+6.16%
3,792.0
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
277,475
8,665.5
+145.54%
8.570
+5.08%
0.090
+11.39%
+20.80%
10,676.8
 
VO
Vanguard Mid-Cap ETF
19,414
5,020.8
+25.02%
4.960
+0.99%
0.010
+16.39%
+9.15%
80,183.8
 
DFCF
Dimensional Core Fixed Income ETF
111,783
4,701.6
-46.98%
4.650
-2.84%
0.070
+3.02%
+4.24%
7,144.7
 
VB
Vanguard Small Cap ETF
20,390
4,521.4
+149.27%
4.470
+2.68%
0.010
+18.28%
+2.64%
61,525.5
 
VTI
Vanguard Total Stock Market ETF
11,345
3,118.1
New Holding
3.080
+3.08%
0.000
+19.96%
+7.60%
474,434.4
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
112,423
2,910.6
-49.77%
2.880
-1.96%
0.060
+18.21%
+18.19%
6,271.4
 

FinDec Wealth Services, Inc.'s Historical Top Holdings Breakdowns

FinDec Wealth Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGDV
Capital Group Dividend Value ETF
2025-03-31
Reduce
Reduce
-8.11%
●
34.95 ($36.32) 37.36
$40.61
11.81%
Reduce -88.56%
42,799
-331,478
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+7.98%
●
24.91 ($27.39) 29.02
$29.69
8.40%
Add 193.34%
488,916
322,242
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Reduce
Reduce
-5.13%
●
46.74 ($47.22) 47.57
$47.97
1.59%
Reduce -91.14%
15,325
-157,695
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+5.08%
●
28.88 ($30.87) 32.4
$34.71
12.44%
Add 145.54%
277,475
164,467
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-03-31
Reduce
Reduce
-4.60%
●
28.33 ($29.71) 30.84
$32.13
8.15%
Reduce -89.03%
27,976
-227,064
CGUS
Capital Group Core Equity ETF
2025-03-31
Reduce
Reduce
-3.87%
●
33.08 ($35.13) 36.62
$37.73
7.40%
Reduce -86.89%
24,052
-159,394
DFIV
Dimensional International Value ETF
2025-03-31
Reduce
Reduce
-3.55%
●
35.33 ($38.16) 40.8
$43.43
13.81%
Reduce -88.75%
18,257
-143,967
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+3.37%
●
29.56 ($30.89) 31.77
$31.60
2.30%
Add 39.99%
390,773
111,620
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Reduce
Reduce
-3.29%
●
50.44 ($55.03) 58.1
$56.17
2.07%
Reduce -86.09%
13,733
-84,981
VTI
Vanguard Total Stock Market ETF
2025-03-31
New Buy
New Buy
+3.08%
●
271.18 ($290.53) 303.12
$309.80
6.63%
New holding
11,345
11,345

FinDec Wealth Services, Inc. Total Holding History ($B)

To

FinDec Wealth Services, Inc.'s Asset Allocation

To

FinDec Wealth Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FinDec Wealth Services, Inc.'s Hypothetical Growth since 2025-03-31

FinDec Wealth Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

FinDec Wealth Services, Inc.'s Holdings Heat Map

Size field:

FinDec Wealth Services, Inc.'s Holdings Bubble Chart

FinDec Wealth Services, Inc. News

  • 1

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