Fin Dec Wealth Services, Inc. Reduced Holdings in Q1 2025

Fin Dec Wealth Services, Inc.

  • $101 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
-331K
- 88.56%
$34.95 - $37.36 $11.6M - $12.4M
42.8K $1.53B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-158K
- 91.14%
$46.74 - $47.55 $7.37M - $7.5M
15.3K $728M
CGGO
Capital Group Global Growth Eq

ETFs
-227K
- 89.03%
$28.33 - $30.84 $6.43M - $7M
28K $793M
CGUS
Capital Group Core Equity ETF
-159K
- 86.89%
$33.08 - $36.62 $5.27M - $5.84M
24.1K $803M
DFIV
Dimensional ETF Tr

ETFs
-144K
- 88.75%
$35.33 - $40.77 $5.09M - $5.87M
18.3K $719M
DFAT
Dimensional ETF Tr U S Target

ETFs
-85K
- 86.09%
$50.44 - $58.1 $4.29M - $4.94M
13.7K $707M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-99K
- 46.98%
$40.79 - $42.32 $4.04M - $4.19M
112K $4.7B
CGGR
Capital Group Growth ETF Shs C

ETFs
-95.6K
- 85.31%
$33.98 - $39.84 $3.25M - $3.81M
16.5K $564M
AAPL
Apple Inc.

Technology
-12.9K
- 58.64%
$209.68 - $247.1 $2.7M - $3.18M
9.07K $2.02B
DFAE
Dimensional ETF Tr

ETFs
-111K
- 49.77%
$24.64 - $26.86 $2.74M - $2.99M
112K $2.91B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-57.4K
- 89.04%
$42.38 - $43.28 $2.43M - $2.48M
7.07K $300M
CGCP
Capital Group Core Plus Income

ETFs
-99.6K
- 11.93%
$21.94 - $22.64 $2.19M - $2.25M
735K $16.5B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-47.1K
- 85.28%
$40.34 - $45.45 $1.9M - $2.14M
8.13K $359M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-22.8K
- 55.84%
$58.32 - $65.09 $1.33M - $1.48M
18K $1.09B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-36K
- 59.62%
$21.75 - $24.28 $783K - $874K
24.4K $538M
MSFT
Microsoft Corp

Technology
-736
- 40.13%
$375.39 - $447.2 $276K - $329K
1.1K $412M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-25.2K
- 23.07%
$18.36 - $20.51 $463K - $517K
84.1K $1.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-426
- 30.58%
$507.05 - $563.67 $216K - $240K
967 $497M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-9.03K
- 44.69%
$25.77 - $27.6 $233K - $249K
11.2K $297M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.31K
- 20.9%
$25.81 - $28.52 $240K - $265K
35.2K $972M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.82K
- 37.81%
$23.16 - $27.04 $135K - $157K
9.58K $224M
AMZN
Amazon Com Inc

Consumer Cyclical
-236
- 8.97%
$190.26 - $242.06 $44.9K - $57.1K
2.4K $456M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-194
- 23.46%
$442.66 - $534.52 $85.9K - $104K
633 $337M
CATH
Global X Fds Global X S&P 500

ETFs
-240
- 6.45%
$66.14 - $74.2 $15.9K - $17.8K
3.48K $235M
Activity Summary
Buys All Purchases 10 New Holdings 3 Increased Positions 7 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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