Dechtman Wealth Management, LLC current holdings: USA ETF
Dechtman Wealth Management, LLC reported $0.48 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 23 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are IVV, VOO, SCHG.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 192,613; Value $113,387,330.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 176,212; Value $94,944,660.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2,290,663; Value $63,840,776.
- CGDV: Country of operation —; Class SHS CREATION UNI; Shares 1,647,636; Value $58,095,655.
Form 13F-HR as filed (SEC CIK 1992316): quarter ended 2024-12-31, filed 2025-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 192,613 | $113,387,330 | 2024-12-31 | 2025-02-12 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 176,212 | $94,944,660 | 2024-12-31 | 2025-02-12 | |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 2,290,663 | $63,840,776 | 2024-12-31 | 2025-02-12 | |
|---|
CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 1,647,636 | $58,095,655 | 2024-12-31 | 2025-02-12 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 134,602 | $35,552,462 | 2024-12-31 | 2025-02-12 | |
|---|
MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 217,034 | $27,109,732 | 2024-12-31 | 2025-02-12 | |
|---|
PYLD
PIMCO ETF TR | | MULTISECTOR BD | 1,043,258 | $27,041,241 | 2024-12-31 | 2025-02-12 | |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 183,391 | $21,130,300 | 2024-12-31 | 2025-02-12 | |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 67,622 | $14,231,040 | 2024-12-31 | 2025-02-12 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 56,008 | $13,457,671 | 2024-12-31 | 2025-02-12 | |
|---|
IWL
ISHARES TR | | RUS TOP 200 ETF | 24,483 | $3,542,914 | 2024-12-31 | 2025-02-12 | |
|---|
SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 86,557 | $2,006,395 | 2024-12-31 | 2025-02-12 | |
|---|
SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 55,540 | $1,517,358 | 2024-12-31 | 2025-02-12 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 3,953 | $774,096 | 2024-12-31 | 2025-02-12 | |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 29,994 | $710,260 | 2024-12-31 | 2025-02-12 | |
|---|
FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 23,140 | $687,260 | 2024-12-31 | 2025-02-12 | |
|---|
SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 22,582 | $583,976 | 2024-12-31 | 2025-02-12 | |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,401 | $562,592 | 2024-12-31 | 2025-02-12 | |
|---|
IWD
ISHARES TR | | RUS 1000 VAL ETF | 2,845 | $526,607 | 2024-12-31 | 2025-02-12 | |
|---|
IWR
ISHARES TR | | RUS MID CAP ETF | 4,217 | $372,763 | 2024-12-31 | 2025-02-12 | |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 567 | $332,099 | 2024-12-31 | 2025-02-12 | |
|---|
SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 4,138 | $295,608 | 2024-12-31 | 2025-02-12 | |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 561 | $286,764 | 2024-12-31 | 2025-02-12 | +41.05% |
|---|
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