FinDec Wealth Services, Inc.
Q4 2024 13F Holdings
- Locationstockton, CA
- Num holdings
39
- Value ($000)
$144,019
- Date Filed02/14/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $18.53 M | 13 % | 834,764 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $13.20 M | 9 % | 374,277 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.15 M | 8 % | 275,356 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.70 M | 6 % | 210,827 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $8.38 M | 6 % | 279,153 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.11 M | 6 % | 173,020 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $7.45 M | 5 % | 255,040 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $6.42 M | 5 % | 183,446 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.76 M | 4 % | 162,224 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $5.68 M | 4 % | 223,814 |
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