FinDec Wealth Services, Inc.: 13F holdings
CIK 19160662026Q2
| Positions | 32 |
|---|---|
| Reported value | $84.6m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGCP CAPITAL GRP FIXED INCM ETF T | 676,714 | $15.1m | 17.8% |
| SCHG SCHWAB STRATEGIC TR | 334,533 | $11.3m | 13.4% |
| WSBC DIMENSIONAL ETF TRUST | 276,532 | $10.9m | 12.9% |
| PAVE DIMENSIONAL ETF TRUST | 202,390 | $10.5m | 12.4% |
| DFAI DIMENSIONAL ETF TRUST | 173,603 | $7.2m | 8.5% |
| DFCF DIMENSIONAL ETF TRUST | 126,375 | $5.3m | 6.3% |
| VO VANGUARD INDEX FDS | 55,531 | $4.5m | 5.3% |
| VB VANGUARD INDEX FDS | 14,205 | $4.3m | 5.1% |
| VTI VANGUARD INDEX FDS | 6,905 | $2.6m | 3.0% |
| DFAE DIMENSIONAL ETF TRUST | 53,004 | $2.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1916066")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.