The Analysis of FinDec Wealth Services, Inc.'s Holdings
Currently, FinDec Wealth Services, Inc. holds 32 types of securities in its portfolio with a total value $93.2M. In the most recent quarter, they have increased their positions in VCIT (+3.6K shares, valued at $300.2K), N/A (+268 shares, valued at $168.1K), TSLA (+101 shares, valued at $45.4K); decreased their positions in SCHG (-25.9K shares, valued at $844.8K), DFAU (-17.8K shares, valued at $830.8K), DFAI (-21.6K shares, valued at $823.3K); initiated new positions in VCIT (+3.6K shares, valued at $300.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGCP CAPITAL GRP FIXED INCM ETF T711.6K shares-4.15%2025-12-312026-02-09
SCHG SCHWAB STRATEGIC TR386.1K shares-6.29%2025-12-312026-02-09 DFLV DIMENSIONAL ETF TRUST344.7K shares-6.40%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST246.2K shares-6.73%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST212.3K shares-9.24%2025-12-312026-02-09 DFCF DIMENSIONAL ETF TRUST125.0K shares0.50%2025-12-312026-02-09 VO VANGUARD INDEX FDS16.4K shares-3.82%2025-12-312026-02-09 VB VANGUARD INDEX FDS17.3K shares-5.31%2025-12-312026-02-09 VTI VANGUARD INDEX FDS7.7K shares-5.58%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST71.2K shares-8.94%2025-12-312026-02-09 AAPL APPLE INC7.9K shares-1.24%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR71.7K shares-0.66%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS16.1K shares0.25%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR29.0K shares0.00%2025-12-312026-02-09 IHI ISHARES TR10.1K shares-10.47%2025-12-312026-02-09 CGDV CAPITAL GROUP DIVIDEND VALUE12.0K shares-1.99%2025-12-312026-02-09 PEP PEPSICO INC3.6K shares0.00%2025-12-312026-02-09 NVDA NVIDIA CORPORATION2.7K shares6.13%2025-12-312026-02-09 MSFT MICROSOFT CORP971 shares-1.52%2025-12-312026-02-09 TSLA TESLA INC901 shares12.63%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR12.8K shares0.00%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST5.2K shares-1.67%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-12-312026-02-09 DFIV DIMENSIONAL ETF TRUST5.5K shares-2.27%2025-12-312026-02-09 CGGR CAPITAL GROUP GROWTH ETF5.9K shares-2.03%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST4.8K shares-5.23%2025-12-312026-02-09 CGUS CAPITAL GROUP CORE EQUITY ET5.5K shares-2.90%2025-12-312026-02-09 CGGO CAPITAL GROUP GBL GROWTH EQT6.3K shares-4.19%2025-12-312026-02-09 DFAS DIMENSIONAL ETF TRUST3.0K shares-1.26%2025-12-312026-02-09 CRDF CARDIFF ONCOLOGY INC16.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available