FinDec Wealth Services, Inc.
Q4 2025 13F Holdings
- Locationstockton, CA
- Num holdings
32
- Value ($000)
$93,245
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001916066
- 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 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.11M | 17 % | 711,642 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.59M | 14 % | 386,112 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $11.79M | 13 % | 344,721 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.52M | 12 % | 246,170 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.09M | 9 % | 212,312 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $5.32M | 6 % | 124,953 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.75M | 5 % | 16,355 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.45M | 5 % | 17,260 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.57M | 3 % | 7,665 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.32M | 3 % | 71,216 |
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