StockDriftsStockDriftsTop 50 Dechtman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.91% | 192.6K | $113.4M | -0.66%(-1.28K) | — | 2024-12-31 | |
| VOO | VANGUARD INDEX FDS | 18.35% | 176.2K | $94.9M | +11.81%(+18.61K) | — | 2024-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.34% | 2.29M | $63.8M | +395.25%(+1.83M) | — | 2024-12-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.23% | 1.65M | $58.1M | -3.29%(-56.09K) | — | 2024-12-31 | |
| VO | VANGUARD INDEX FDS | 6.87% | 134.6K | $35.6M | +4.81%(+6.18K) | — | 2024-12-31 | |
| MGV | VANGUARD WORLD FD | 5.24% | 217.0K | $27.1M | +326.13%(+166.10K) | — | 2024-12-31 | |
| PYLD | PIMCO ETF TR | 5.23% | 1.04M | $27.0M | +348.29%(+810.54K) | — | 2024-12-31 | |
| IJR | ISHARES TR | 4.08% | 183.4K | $21.1M | -0.90%(-1.67K) | — | 2024-12-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.75% | 67.6K | $14.2M | -46.47%(-58.71K) | — | 2024-12-31 | |
| VB | VANGUARD INDEX FDS | 2.6% | 56.0K | $13.5M | +20.33%(+9.46K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Dechtman Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.