Instuitional Investor - Findec Wealth Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Findec Wealth Services, Inc. |
| Portfolio Value | $144,018,554 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 834,764 | $18,531,753 | 12.86% | |
| 2. | Capital Group Dividend Value | 374,277 | $13,197,006 | 9.16% | |
| 3. | Dimensional Etf Trust | 275,356 | $11,149,184 | 7.74% | |
| 4. | Dimensional Etf Trust | 210,827 | $8,700,822 | 6.04% | |
| 5. | Dimensional Etf Trust | 279,153 | $8,382,959 | 5.82% |
