$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCN | INVESCO EXCH TRD SLF IDX FD | $700,393 | +0.4% | 33,084 | 0.0% | 0.49% | -7.0% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $305,658 | -0.2% | 13,001 | 0.0% | 0.21% | -7.8% | |
| PSA | PUBLIC STORAGE | $212,781 | -3.4% | 729 | 0.0% | 0.15% | -10.8% | |
| CRDF | CARDIFF ONCOLOGY INC | $23,520 | -10.9% | 16,000 | 0.0% | 0.02% | -20.0% |
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 | 7 | Q2 2024 | 12.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.2% |
| CAPITAL GROUP DIVIDEND VALUE | 7 | Q2 2024 | 8.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.5% |
| ISHARES TR | 7 | Q2 2024 | 5.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.1% |
| CAPITAL GROUP CORE EQUITY ET | 7 | Q2 2024 | 4.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.0% |
View FinDec Wealth Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-17 |
| 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.