Instuitional Investor - Findec Wealth Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Findec Wealth Services, Inc. |
| Portfolio Value | $149,653,210 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 691,438 | $15,692,179 | 10.48% | |
| 2. | Dimensional Etf Trust | 338,153 | $11,243,594 | 7.51% | |
| 3. | Capital Group Dividend Value | 297,430 | $8,875,307 | 5.93% | |
| 4. | Dimensional Etf Trust | 320,971 | $8,682,264 | 5.8% | |
| 5. | Dimensional Etf Trust | 163,850 | $6,947,246 | 4.64% |
