Filling information for FinDec Wealth Services, Inc. as Treemap, investor disclosed 45 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 374199 | 8543 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 5297245 | 24061 | |
| 14020V108 | 14020V108 | CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 4749139 | 184935 | |
| 14020X104 | 14020X104 | CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 5805991 | 239028 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 457069 | 3506 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 332988 | 751 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1572200 | 63833 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 303603 | 2510 | |
| 848574109 | 848574109 | SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 364671 | 12493 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1915071 | 36568 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 9377012 | 302582 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3905176 | 71262 | |
| 14020Y102 | 14020Y102 | CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 16868437 | 757791 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 6464572 | 139353 | |
| 46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 4313269 | 104060 | |
| 723787107 | 723787107 | PIONEER NAT RES CO | COM | 633659 | 3058 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 701033 | 10449 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 3420319 | 17197 | |
| 46138J866 | 46138J866 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 700393 | 33084 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 5574494 | 169695 | |
| 25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 5598818 | 120794 | |
| 25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 6826763 | 163594 | |
| 14020W106 | 14020W106 | CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 7641920 | 282615 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 5263418 | 224357 | |
| 46138E222 | 46138E222 | INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 2062429 | 62441 | |
| 02083E204 | 02083E204 | ALPINE 4 HOLDINGS INC | CL A NEW | 21035 | 10413 | |
| 037833100 | 037833100 | APPLE INC | COM | 5198911 | 26803 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 2770940 | 77726 | |
| 25434V666 | 25434V666 | DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 12068202 | 475126 | |
| 14147L108 | 14147L108 | CARDIFF ONCOLOGY INC | COM | 23520 | 16000 | |
| 46138J858 | 46138J858 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | 305658 | 13001 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 906317 | 4893 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1251076 | 3072 | |
| 74460D109 | 74460D109 | PUBLIC STORAGE | COM | 212781 | 729 | |
| 92204A207 | 92204A207 | VANGUARD WORLD FDS | CONSUM STP ETF | 251956 | 1296 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 208923 | 798 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 305114 | 3115 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 7296955 | 129241 | |
| 674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 778974 | 13248 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 562095 | 1651 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3033424 | 111033 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 323351 | 4552 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 2333737 | 110919 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1047938 | 3652 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 3530855 | 47109 |