Dechtman Wealth Management, LLC Reduced Holdings in Q3 2024

Dechtman Wealth Management, LLC

$482 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG Schwab Strategic Tr Us Large C ETFs	-53.1K - 10.29%	$92.63 - $105.69 $4.91M - $5.61M	463K $48.2M
FNDA Schwab Fundamental U S Small C ETFs	-71K - 77.25%	$54.26 - $60.01 $3.85M - $4.26M	20.9K $1.25M
IQLT Ishares Msci Intl Quality Fact ETFs	-59K - 9.72%	$37.37 - $41.82 $2.2M - $2.47M	548K $22.7M
QQQM Invesco Exchange Traded Fd Tr ETFs	-3.74K - 2.88%	$178.94 - $207.0 $670K - $775K	126K $25.4M
QQQ Invesco Qqq Trust, Series 1 ETFs	-84 - 13.06%	$434.77 - $502.96 $36.5K - $42.2K	559 $272K
DFAC Dimensional ETF Tr U S Core Eq ETFs	-402 - 5.02%	$31.05 - $34.29 $12.5K - $13.8K	7.61K $260K
LMT Lockheed Martin Corp Industrials	-137 - 16.89%	$460.3 - $584.56 $63.1K - $80.1K	674 $393K
PG Procter & Gamble CO Consumer Defensive	-63 - 1.29%	$160.76 - $177.82 $10.1K - $11.2K	4.82K $835K
IWR Ishares Russell Mid Cap ETF ETFs	-43 - 0.87%	$79.92 - $88.19 $3.44K - $3.79K	4.88K $430K
IWD Ishares Russell 1000 Val ETF ETFs	-32 - 1.12%	$173.36 - $189.8 $5.55K - $6.07K	2.83K $537K
IWL Ishares Tr Russell 200 ETF ETFs	-3.86K - 4.31%	$126.32 - $140.44 $488K - $543K	85.8K $12M
FNDX Schwab Fundamental U S Large C ETFs	-98 - 0.98%	$65.36 - $71.76 $6.41K - $7.03K	9.95K $714K
HD Home Depot, Inc. Consumer Cyclical	-48 - 2.78%	$333.64 - $405.2 $16K - $19.4K	1.68K $679K
XEL Xcel Energy Inc Utilities	-737 - 4.4%	$52.11 - $65.3 $38.4K - $48.1K	16K $1.04M
IJR Ishares Core S&P Sm Cap ETF ETFs	-2.66K - 1.42%	$105.53 - $118.34 $280K - $314K	185K $21.6M
CGDV Capital Group Divid Value ETF ETFs	-41.4K - 2.37%	$32.96 - $36.48 $1.37M - $1.51M	1.7M $62.1M
IVV Ishares Core S&P 500 ETF ETFs	-809 - 0.42%	$520.18 - $576.82 $421K - $467K	194K $112M

Activity Summary All Purchases 45 New Holdings 5 Increased Positions 40 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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