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Disclosery

13F-HR filed by FinDec Wealth Services, Inc.

FinDec Wealth Services, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 38 holding rows worth $101,148,892.

Accession
0001172661-25-002097
Filer
CIK 1916066
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 38 entries on the cover page, a total value of $101,148,892 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,148,892 with VALUE read as dollars as filed, 13F file number 028-22758. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM735,168$16,504,514dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS488,916$12,242,448dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT313,071$12,034,438dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS390,773$11,945,937dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK277,475$8,665,538dollars as filed
Vanguard Mid-Cap ETF922908629SHS19,414$5,020,769dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF111,783$4,701,609dollars as filed
Vanguard Small-Cap ETF922908751SHS20,390$4,521,426dollars as filed
VTI922908769COM11,345$3,118,060dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG112,423$2,910,638dollars as filed
Apple Inc037833100COM9,072$2,015,268dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF84,067$1,662,847dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,596,884dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT42,799$1,525,341dollars as filed
iShares U.S. Medical Devices ETF464288810SHS18,029$1,085,186dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF35,240$971,554dollars as filed
CAPITAL GROUP CORE EQUITY ET14020V108SHS CREAT UNIT24,052$803,348dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT27,976$792,552dollars as filed
NVIDIA Corp67066G104COM6,812$738,252dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF15,325$728,238dollars as filed
Dimensional International Value ETF25434V807SHS18,257$718,615dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU13,733$707,131dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS8,885$680,295dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT16,459$563,718dollars as filed
PepsiCo,Inc.713448108COM3,658$548,481dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS24,388$538,478dollars as filed
Vanguard S&P 500 ETF922908363COM967$497,036dollars as filed
Amazon.com, Inc023135106COM2,395$455,712dollars as filed
Dimensional US Small Cap ETF25434V500COM7,051$421,303dollars as filed
Microsoft Corp594918104COM1,098$412,000dollars as filed
Invesco S&P International Dev Momt ETF46138E222SHS8,130$359,015dollars as filed
Berkshire Hathaway Inc084670702COM633$337,124dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM7,066$300,447dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF11,171$296,913dollars as filed
GLOBAL X FDS37954Y889S&P 500 CATHOLIC3,479$234,969dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS9,577$224,385dollars as filed
PUBLIC STORAGE COM74460D109REIT729$218,183dollars as filed
CARDIFF ONCOLOGY INC14147L108COM16,000$50,240dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002097this filing2025-05-15acceptance time not in the bulk data set