Dechtman Wealth Management, LLC - Portfolio overview

Dechtman Wealth Management, LLC has 65 reported holdings in this dataset, with the latest filing dated 2025-02-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 21.91%
2. VOO - VANGUARD INDEX FDS, 18.35%
3. SCHG - SCHWAB STRATEGIC TR, 12.34%

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

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