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Portfolio

Equity

Size

Type

Side

Total: (0.00)

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FINDEC WEALTH SERVICES, INC.

CIK: 0001916066

Securities

Total Securities	Securities Added	Securities Removed	Average Holding Period
43.00	4	6	4

Securities

Market Value	Previous Market Value	Change In Market Value	Change In Market Value (%)
149.65M	138.41M	11.24M	8.12 %

Securities

Performance	Performance 1 Year	Performance 3 Years	Performance 5 Years	Performance Since Inception
12.52M	15.02M	15.02M	15.02M	15.02M

DFAU

Inst. Shares Owned: 338.15K

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DFIV

Inst. Shares Owned: 175.28K

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BKLN

Inst. Shares Owned: 157.30K

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SHYG

Inst. Shares Owned: 142.64K

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DFAI

Inst. Shares Owned: 114.29K

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DFAT

Inst. Shares Owned: 114.15K

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IHI

Inst. Shares Owned: 105.79K

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SCHF

Inst. Shares Owned: 76.55K

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SCHE

Inst. Shares Owned: 61.87K

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SCHG

Inst. Shares Owned: 57.36K

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DFAS

Inst. Shares Owned: 52.89K

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SCHX

Inst. Shares Owned: 33.71K

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AAPL

Inst. Shares Owned: 25.64K

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VO

Inst. Shares Owned: 19.66K

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SCHA

Inst. Shares Owned: 18.38K

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CRDF

Inst. Shares Owned: 16.00K

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VB

Inst. Shares Owned: 13.85K

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OXY

Inst. Shares Owned: 13.25K

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SPR

Inst. Shares Owned: 12.49K

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SCHV

Inst. Shares Owned: 7.36K

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CATH

Inst. Shares Owned: 4.82K

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PEP

Inst. Shares Owned: 4.71K

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SCHM

Inst. Shares Owned: 3.84K

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AMZN

Inst. Shares Owned: 3.33K

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MSFT

Inst. Shares Owned: 3.15K

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PXD

Inst. Shares Owned: 3.06K

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VOO

Inst. Shares Owned: 3.00K

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GOOG

Inst. Shares Owned: 2.70K

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META

Inst. Shares Owned: 1.42K

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JPM

Inst. Shares Owned: 1.26K

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JBHT

Inst. Shares Owned: 1.02K

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PSA

Inst. Shares Owned: 729.00

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NVDA

Inst. Shares Owned: 656.00

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