$338 Thousand is the total value of Dechtman Wealth Management, LLC's 52 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $412 | -99.9% | 3,150 | 0.0% | 0.12% | +8.9% | |
| BA | BOEING CO | $269 | -99.9% | 1,404 | 0.0% | 0.08% | -9.1% | |
| FISV | FISERV INC | $247 | -99.9% | 2,188 | 0.0% | 0.07% | -11.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.