The Analysis of FinDec Wealth Services, Inc.'s Holdings
Currently, FinDec Wealth Services, Inc. holds 34 types of securities in its portfolio with a total value $96.6M. In the most recent quarter, they have increased their positions in TSLA (+800 shares, valued at $355.8K), DFCF (+4.9K shares, valued at $210.1K), CGCP (+642 shares, valued at $14.6K); decreased their positions in SCHG (-41.7K shares, valued at $1.3M), DFAU (-18.2K shares, valued at $831.8K), DFAE (-12.8K shares, valued at $405.0K); initiated new positions in TSLA (+800 shares, valued at $355.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGCP CAPITAL GRP FIXED INCM ETF T742.5K shares0.09%2025-09-302025-10-23
SCHG SCHWAB STRATEGIC TR412.0K shares-9.18%2025-09-302025-10-23 DFLV DIMENSIONAL ETF TRUST368.3K shares-1.44%2025-09-302025-10-23 DFAU DIMENSIONAL ETF TRUST263.9K shares-6.44%2025-09-302025-10-23 DFAI DIMENSIONAL ETF TRUST233.9K shares-4.31%2025-09-302025-10-23 DFCF DIMENSIONAL ETF TRUST124.3K shares4.11%2025-09-302025-10-23 VO VANGUARD INDEX FDS17.0K shares-3.30%2025-09-302025-10-23 VB VANGUARD INDEX FDS18.2K shares-3.74%2025-09-302025-10-23 VTI VANGUARD INDEX FDS8.1K shares-5.64%2025-09-302025-10-23 DFAE DIMENSIONAL ETF TRUST78.2K shares-14.11%2025-09-302025-10-23 AAPL APPLE INC8.0K shares-1.63%2025-09-302025-10-23 SCHF SCHWAB STRATEGIC TR72.2K shares-1.91%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-23 BIV VANGUARD BD INDEX FDS16.0K shares0.21%2025-09-302025-10-23 SCHE SCHWAB STRATEGIC TR29.0K shares-2.28%2025-09-302025-10-23 IHI ISHARES TR11.3K shares-9.58%2025-09-302025-10-23 CGDV CAPITAL GROUP DIVIDEND VALUE12.3K shares-29.97%2025-09-302025-10-23 MSFT MICROSOFT CORP986 shares-2.28%2025-09-302025-10-23 PEP PEPSICO INC3.6K shares-1.98%2025-09-302025-10-23 VOO VANGUARD INDEX FDS808 shares-2.06%2025-09-302025-10-23 NVDA NVIDIA CORPORATION2.5K shares-9.38%2025-09-302025-10-23 TSLA TESLA INC800 sharesnew addition2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR12.8K shares-0.84%2025-09-302025-10-23 DFAT DIMENSIONAL ETF TRUST5.3K shares-19.78%2025-09-302025-10-23 CATH GLOBAL X FDS3.5K shares0.00%2025-09-302025-10-23 CGGR CAPITAL GROUP GROWTH ETF6.1K shares-19.74%2025-09-302025-10-23 DFIV DIMENSIONAL ETF TRUST5.6K shares-28.22%2025-09-302025-10-23 DFSD DIMENSIONAL ETF TRUST5.1K shares-35.61%2025-09-302025-10-23 CGGO CAPITAL GROUP GBL GROWTH EQT6.6K shares-35.26%2025-09-302025-10-23 CGUS CAPITAL GROUP CORE EQUITY ET5.6K shares-27.46%2025-09-302025-10-23 PSA PUBLIC STORAGE OPER CO729 shares0.00%2025-09-302025-10-23 AMZN AMAZON COM INC946 shares2.27%2025-09-302025-10-23 DFAS DIMENSIONAL ETF TRUST3.0K shares-16.03%2025-09-302025-10-23 CRDF CARDIFF ONCOLOGY INC16.0K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available