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Size ($ in 1000's)
At 12/31/2023: $149,652 At 09/30/2023: $138,413
FinDec Wealth Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FinDec Wealth Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the FinDec Wealth Services Inc. top holdings by largest position size, as per the latest 13f filing made by FinDec Wealth Services Inc..
In the FinDec Wealth Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by FinDec Wealth Services Inc. in that top holding, then the share count change between reporting periods, and finally the FinDec Wealth Services Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
CAPITAL GRP FIXED INCM ETF T (CGCP) |
691,438 |
-72,635 |
$15,692 | CGCP | 691,438 | -72,635 | $15,692 | DIMENSIONAL ETF TRUST (DFAU) |
338,153 |
+28,920 |
$11,244 | DFAU | 338,153 | +28,920 | $11,244 | CAPITAL GROUP DIVIDEND VALUE |
297,430 |
+12,459 |
$8,875 | CGDV | 297,430 | +12,459 | $8,875 | DIMENSIONAL ETF TRUST (DFLV) |
320,971 |
-159,444 |
$8,682 | DFLV | 320,971 | -159,444 | $8,682 | DIMENSIONAL ETF TRUST (DFCF) |
163,850 |
-466 |
$6,947 | DFCF | 163,850 | -466 | $6,947 | CAPITAL GROUP GBL GROWTH EQT |
265,516 |
+24,543 |
$6,832 | CGGO | 265,516 | +24,543 | $6,832 | CAPITAL GROUP CORE EQUITY ET |
238,710 |
+51,350 |
$6,756 | CGUS | 238,710 | +51,350 | $6,756 | DIMENSIONAL ETF TRUST (DFIV) |
175,277 |
+4,088 |
$6,023 | DFIV | 175,277 | +4,088 | $6,023 | ISHARES TR (SHYG) |
142,642 |
+36,561 |
$6,022 | SHYG | 142,642 | +36,561 | $6,022 | DIMENSIONAL ETF TRUST (DFAT) |
114,152 |
-26,055 |
$5,974 | DFAT | 114,152 | -26,055 | $5,974 | DIMENSIONAL ETF TRUST (DFSD) |
124,538 |
+3,135 |
$5,855 | DFSD | 124,538 | +3,135 | $5,855 | ISHARES TR (IHI) |
105,791 |
-23,323 |
$5,710 | IHI | 105,791 | -23,323 | $5,710 | DIMENSIONAL ETF TRUST (DFAE) |
233,077 |
+5,203 |
$5,619 | DFAE | 233,077 | +5,203 | $5,619 | APPLE INC |
25,641 |
-1,181 |
$4,937 | AAPL | 25,641 | -1,181 | $4,937 | SCHWAB STRATEGIC TR |
57,362 |
+10,657 |
$4,759 | SCHG | 57,362 | +10,657 | $4,759 | VANGUARD INDEX FDS (VO) |
19,664 |
-4,466 |
$4,575 | VO | 19,664 | -4,466 | $4,575 | CAPITAL GROUP GROWTH ETF (CGGR) |
152,436 |
+152,436 |
$4,303 | CGGR | 152,436 | +152,436 | $4,303 | INVESCO EXCH TRADED FD TR II (BKLN) |
157,296 |
+43,330 |
$3,332 | BKLN | 157,296 | +43,330 | $3,332 | DIMENSIONAL ETF TRUST (DFAI) |
114,292 |
+2,026 |
$3,273 | DFAI | 114,292 | +2,026 | $3,273 | DIMENSIONAL ETF TRUST (DFAS) |
52,893 |
-18,956 |
$3,153 | DFAS | 52,893 | -18,956 | $3,153 | VANGUARD INDEX FDS (VB) |
13,849 |
-3,351 |
$2,954 | VB | 13,849 | -3,351 | $2,954 | SCHWAB STRATEGIC TR |
76,550 |
+203 |
$2,829 | SCHF | 76,550 | +203 | $2,829 | INVESCO EXCH TRADED FD TR II (IDMO) |
64,317 |
+755 |
$2,369 | IDMO | 64,317 | +755 | $2,369 | SCHWAB STRATEGIC TR |
33,706 |
-269 |
$1,901 | SCHX | 33,706 | -269 | $1,901 | SCHWAB STRATEGIC TR |
61,868 |
+780 |
$1,534 | SCHE | 61,868 | +780 | $1,534 | VANGUARD INDEX FDS (VOO) |
3,004 |
-55 |
$1,312 | VOO | 3,004 | -55 | $1,312 | MICROSOFT CORP |
3,152 |
+1,477 |
$1,185 | MSFT | 3,152 | +1,477 | $1,185 | SCHWAB STRATEGIC TR |
18,383 |
+10,320 |
$868 | SCHA | 18,383 | +10,320 | $868 | PEPSICO INC |
4,706 |
-215 |
$799 | PEP | 4,706 | -215 | $799 | OCCIDENTAL PETE CORP |
13,252 |
+2 |
$791 | OXY | 13,252 | +2 | $791 | PIONEER NAT RES CO |
3,059 |
UNCH |
$688 | PXD | 3,059 | UNCH | $688 | SCHWAB STRATEGIC TR |
7,356 |
-2,161 |
$516 | SCHV | 7,356 | -2,161 | $516 | AMAZON COM INC |
3,332 |
-193 |
$506 | AMZN | 3,332 | -193 | $506 | META PLATFORMS INC |
1,423 |
-2,793 |
$504 | META | 1,423 | -2,793 | $504 | SPIRIT AEROSYSTEMS HLDGS INC |
12,493 |
UNCH |
$397 | SPR | 12,493 | UNCH | $397 | ALPHABET INC |
2,700 |
+190 |
$380 | GOOG | 2,700 | +190 | $380 | NVIDIA CORPORATION |
656 |
-11 |
$325 | NVDA | 656 | -11 | $325 | SCHWAB STRATEGIC TR |
3,835 |
+46 |
$289 | SCHM | 3,835 | +46 | $289 | GLOBAL X FDS |
4,816 |
+4,816 |
$279 | CATH | 4,816 | +4,816 | $279 | PUBLIC STORAGE |
729 |
+729 |
$222 | PSA | 729 | +729 | $222 | JPMORGAN CHASE & CO |
1,255 |
+1,255 |
$213 | JPM | 1,255 | +1,255 | $213 | HUNT J B TRANS SVCS INC |
1,023 |
+1,023 |
$204 | JBHT | 1,023 | +1,023 | $204 |
See Full List: All Stocks Held By FinDec Wealth Services Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By FinDec Wealth Services Inc.
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