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
+2.66%
+3.05%
5,134.3
 
SCHG
Schwab U.S. Large-Cap Growth ETF
488,916
12,242.5
+193.34%
12.100
+7.98%
0.030
+31.31%
+5.04%
44,265.1
 
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
+25.78%
+5.98%
8,492.0
 
DFLV
Dimensional US Large Cap Value ETF
390,773
11,945.9
+39.99%
11.810
+3.37%
0.350
+17.73%
+5.89%
3,689.4
 
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
+24.85%
+20.17%
10,490.2
 
VO
Vanguard Mid-Cap ETF
19,414
5,020.8
+25.02%
4.960
+0.99%
0.010
+23.88%
+7.66%
79,324.1
 
DFCF
Dimensional Core Fixed Income ETF
111,783
4,701.6
-46.98%
4.650
-2.84%
0.070
+2.60%
+3.57%
7,036.6
 
VB
Vanguard Small Cap ETF
20,390
4,521.4
+149.27%
4.470
+2.68%
0.010
+25.48%
+1.58%
60,847.1
 
VTI
Vanguard Total Stock Market ETF
11,345
3,118.1
New Holding
3.080
+3.08%
0.000
+25.92%
+6.28%
470,150.9
 
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
+27.78%
+15.44%
6,125.6
 

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
$40.13
10.49%
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
$29.20
6.59%
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
$47.88
1.41%
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
$34.53
11.86%
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
$31.98
7.66%
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
$37.23
5.98%
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
$42.98
12.64%
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
$31.52
2.04%
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
$56.24
2.20%
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
$305.84
5.27%
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

Discussions on FinDec Wealth Services, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.