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Home > Institutional Investor > Dechtman Wealth Management, Llc > Profile

Instuitional Investor - Dechtman Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Dechtman Wealth Management, Llc
Portfolio Value $380,230
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 189,817 $90,662 23.84%
2.
Vanguard Index Fds
 128,072 $55,942 14.71%
3.
Schwab Strategic Trust
 FNDF 559,592 $42,601 11.2%
4.
Schwab Strategic Trust
 FNDF 472,648 $39,210 10.31%
5.
Vanguard Index Fds
 102,607 $23,870 6.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)