Instuitional Investor - Findec Wealth Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Findec Wealth Services, Inc. |
| Portfolio Value | $81,781,962 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 644,522 | $14,398,617 | 17.61% | |
| 2. | SCHD | 369,294 | $10,757,543 | 13.15% | |
| 3. | Dimensional Etf Trust | 285,027 | $10,178,313 | 12.45% | |
| 4. | Dimensional Etf Trust | 214,662 | $9,685,531 | 11.84% | |
| 5. | Dimensional Etf Trust | 183,163 | $7,136,039 | 8.73% |
Hedge Fund Resource Center 
