StockDriftsStockDriftsTop 30 FinDec Wealth Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 17.61% | 644.5K | $14.4M | -9.43%(-67.12K) | $22.25(+0.34%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 13.15% | 369.3K | $10.8M | -4.36%(-16.82K) | $22.84(+50.28%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 12.45% | 285.0K | $10.2M | -17.32%(-59.69K) | $15322.37(-99.75%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 11.84% | 214.7K | $9.7M | -12.80%(-31.51K) | $28.29(+80.11%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.73% | 183.2K | $7.1M | -13.73%(-29.15K) | $27.63(+50.70%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.56% | 107.7K | $4.5M | -13.77%(-17.20K) | $41.58(+1.58%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.08% | 14.5K | $4.2M | -11.49%(-1.88K) | $52.66(+46.30%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.8% | 15.0K | $3.9M | -13.13%(-2.27K) | $209.58(+36.30%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.9% | 7.4K | $2.4M | -3.41%(-261) | $282.32(+29.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.59% | 8.3K | $2.1M | +4.99%(+396) | $140.76(+112.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.41% | +34.59% |
| Top 20 Holdings Unweighted | +11.35% | +38.07% |
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