Instuitional Investor - Findec Wealth Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Findec Wealth Services, Inc. |
| Portfolio Value | $93,244,512 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 711,642 | $16,111,565 | 17.28% | |
| 2. | FNDF | 386,112 | $12,594,981 | 13.51% | |
| 3. | Dimensional Etf Trust | 344,721 | $11,792,896 | 12.65% | |
| 4. | Dimensional Etf Trust | 246,170 | $11,520,757 | 12.36% | |
| 5. | Dimensional Etf Trust | 212,312 | $8,091,214 | 8.68% |