FinDec Wealth Services, Inc. - Portfolio overview

FinDec Wealth Services, Inc. has 34 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 17.35%
2. SCHG - SCHWAB STRATEGIC TR, 12.96%
3. DFLV - DIMENSIONAL ETF TRUST, 12.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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