| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 2 | Q3 2023 | 25.1% |
| SCHWAB STRATEGIC TR | 2 | Q3 2023 | 23.6% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 2 | Q3 2023 | 8.5% |
| ISHARES TR | 2 | Q3 2023 | 7.1% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 6.7% |
| ISHARES TR | 2 | Q3 2023 | 6.7% |
| ISHARES TR | 2 | Q3 2023 | 3.1% |
| APPLE INC | 2 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 2 | Q3 2023 | 0.8% |
View Dechtman Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-24 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-09-11 |
View Dechtman Wealth Management, LLC'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.