Instuitional Investor - Findec Wealth Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Findec Wealth Services, Inc. |
| Portfolio Value | $95,633,305 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 741,825 | $16,691,059 | 17.45% | |
| 2. | FNDF | 453,667 | $13,251,604 | 13.86% | |
| 3. | Dimensional Etf Trust | 282,101 | $11,949,783 | 12.5% | |
| 4. | Dimensional Etf Trust | 373,645 | $11,590,459 | 12.12% | |
| 5. | Dimensional Etf Trust | 244,461 | $8,451,014 | 8.84% |
