Fin Dec Wealth Services, Inc. Reduced Holdings in Q2 2024

Fin Dec Wealth Services, Inc.

  • $158 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-77.9K
- 53.7%
$41.64 - $42.32 $3.24M - $3.3M
67.1K $2.83B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-52.4K
- 50.62%
$54.36 - $57.86 $2.85M - $3.03M
51.2K $2.87B
VB
Vanguard Small Cap ETF

ETFs
-4.45K
- 32.31%
$210.76 - $226.94 $937K - $1.01M
9.32K $2.03B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.57K
- 4.06%
$50.18 - $54.47 $229K - $249K
108K $5.6B
VO
Vanguard Mid Cap ETF

ETFs
-551
- 2.84%
$234.99 - $248.98 $129K - $137K
18.9K $4.57B
CGGR
Capital Group Growth ETF Shs C

ETFs
-12.7K
- 8.51%
$30.03 - $33.13 $382K - $421K
137K $4.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.51K
- 30.88%
$173.67 - $197.85 $262K - $299K
3.38K $653M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-3.97K
- 6.37%
$39.44 - $41.81 $157K - $166K
58.4K $2.41B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-953
- 1.81%
$57.42 - $62.37 $54.7K - $59.4K
51.6K $3.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.82K
- 3.72%
$37.19 - $39.82 $105K - $112K
72.9K $2.8B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-426
- 2.32%
$45.24 - $49.04 $19.3K - $20.9K
17.9K $851M
CGUS
Capital Group Core Equity ETF
-9.37K
- 3.96%
$29.72 - $32.45 $278K - $304K
227K $7.33B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-277
- 7.46%
$75.69 - $81.19 $21K - $22.5K
3.43K $267M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-178
- 5.95%
$455.1 - $504.28 $81K - $89.8K
2.81K $1.41B
CATH
Global X Fds Global X S&P 500

ETFs
-460
- 10.68%
$60.01 - $66.14 $27.6K - $30.4K
3.85K $252M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.59K
- 5.91%
$24.67 - $27.2 $88.6K - $97.7K
57.2K $1.52B
JPM
Jpmorgan Chase & CO

Financial Services
-17
- 1.32%
$180.08 - $204.79 $3.06K - $3.48K
1.27K $257M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.48K
- 7.96%
$87.04 - $101.61 $390K - $455K
51.8K $5.22B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-700
- 2.11%
$58.7 - $64.78 $41.1K - $45.3K
32.5K $2.09B
MSFT
Microsoft Corp

Technology
-5
- 0.15%
$389.33 - $452.85 $1.95K - $2.26K
3.38K $1.51B
DFAU
Dimensional ETF Tr

ETFs
-5.75K
- 1.73%
$34.53 - $37.67 $199K - $217K
327K $12.3B
AAPL
Apple Inc.

Technology
-963
- 3.73%
$165.0 - $216.67 $159K - $209K
24.8K $5.23B
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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