$143 Million is the total value of FinDec Wealth Services, Inc.'s 45 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALPP | Exit | ALPINE 4 HOLDINGS INCcl a | $0 | – | -33,904 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 4 | Q3 2023 | 12.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.2% |
| CAPITAL GROUP DIVIDEND VALUE | 4 | Q3 2023 | 5.5% |
| ISHARES TR | 4 | Q3 2023 | 5.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 5.3% |
View FinDec Wealth Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-25 |
View FinDec Wealth Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.