Fin Dec Wealth Services, Inc. Reduced Holdings in Q2 2025

Fin Dec Wealth Services, Inc.

  • $95.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
-25.3K
- 59.03%
$31.93 - $39.49 $807K - $998K
17.5K $692M
CGUS
Capital Group Core Equity ETF
-16.3K
- 67.82%
$29.93 - $36.93 $488K - $602K
7.74K $286M
VTI
Vanguard Total Stock Market Et

ETFs
-2.74K
- 24.17%
$243.75 - $303.93 $668K - $833K
8.6K $2.61B
CGGO
Capital Group Global Growth Eq

ETFs
-17.9K
- 63.8%
$25.31 - $32.17 $452K - $574K
10.1K $324M
DFIV
Dimensional ETF Tr

ETFs
-10.4K
- 57.23%
$34.67 - $43.21 $362K - $451K
7.81K $334M
Dimensional ETF Trust
-17.1K
- 4.38%
N/A
374K $11.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.17K
- 52.21%
$44.8 - $53.97 $321K - $387K
6.56K $354M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-7.4K
- 48.29%
$47.09 - $48.01 $348K - $355K
7.93K $380M
AAPL
Apple Inc.

Technology
-900
- 9.92%
$172.42 - $223.89 $155K - $202K
8.17K $1.68B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.53K
- 30.66%
$54.27 - $63.01 $300K - $348K
12.5K $783M
DFAE
Dimensional ETF Tr

ETFs
-21.4K
- 19.01%
$22.87 - $28.95 $489K - $619K
91K $2.64B
CGGR
Capital Group Growth ETF Shs C

ETFs
-8.91K
- 54.14%
$30.53 - $40.65 $272K - $362K
7.55K $307M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.47K
- 61.38%
$167.32 - $223.3 $246K - $328K
925 $203M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.5K
- 47.08%
$19.6 - $24.44 $225K - $281K
12.9K $315M
DFAI
Dimensional ETF Tr

ETFs
-33K
- 11.9%
$28.02 - $34.71 $925K - $1.15M
244K $8.45B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.45K
- 48.96%
$52.31 - $63.72 $181K - $220K
3.6K $229M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-3.76K
- 46.3%
$39.69 - $51.24 $149K - $193K
4.37K $224M
VO
Vanguard Mid Cap ETF

ETFs
-1.83K
- 9.42%
$228.54 - $279.83 $418K - $512K
17.6K $4.92B
DFAU
Dimensional ETF Tr

ETFs
-31K
- 9.89%
$34.04 - $42.36 $1.05M - $1.31M
282K $11.9B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.55K
- 15.73%
$24.38 - $30.18 $135K - $167K
29.7K $895M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.33K
- 20.84%
$23.55 - $27.67 $54.8K - $64.4K
8.84K $245M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.5K
- 12.48%
$17.76 - $22.1 $186K - $232K
73.6K $1.63B
VB
Vanguard Small Cap ETF

ETFs
-1.45K
- 7.13%
$193.73 - $237.37 $281K - $345K
18.9K $4.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-142
- 14.68%
$456.74 - $568.03 $64.9K - $80.7K
825 $469M
MSFT
Microsoft Corp

Technology
-89
- 8.11%
$354.56 - $497.45 $31.6K - $44.3K
1.01K $502M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-35.2K
- 7.21%
$22.27 - $29.21 $785K - $1.03M
454K $13.3B
Activity Summary
Buys All Purchases 4 New Holdings 0 Increased Positions 4 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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