Dechtman Wealth Management, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Dechtman Wealth Management, LLC opened 12 positions, added to 47, reduced 34 and sold out of 8.
- Q4 2024: Stock PYLD; Country of operation —; Class MULTISECTOR BD; Shares before 232,721.
- Q4 2024: Stock MGV; Country of operation —; Class MEGA CAP VAL ETF; Shares before 50,931.
- Q4 2024: Stock SCHG; Country of operation —; Class US LCAP GR ETF; Shares before 462,526.
- Q4 2024: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 157,601.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1992316), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | PYLD
PIMCO ETF TR | | MULTISECTOR BD | 232,721 | 1,043,258 | +810,537 | $6,202,023 | $27,041,241 | +$20,839,218 | 2025-02-12 |
|---|
| Q4 2024 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 50,931 | 217,034 | +166,103 | $6,533,392 | $27,109,732 | +$20,576,340 | 2025-02-12 |
|---|
| Q4 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 462,526 | 2,290,663 | +1,828,137 | $48,185,929 | $63,840,776 | +$15,654,847 | 2025-02-12 |
|---|
| Q4 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 157,601 | 176,212 | +18,611 | $83,161,426 | $94,944,660 | +$11,783,234 | 2025-02-12 |
|---|
| Q4 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 46,544 | 56,008 | +9,464 | $11,040,782 | $13,457,671 | +$2,416,889 | 2025-02-12 |
|---|
| Q4 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 128,420 | 134,602 | +6,182 | $33,881,008 | $35,552,462 | +$1,671,454 | 2025-02-12 |
|---|
| Q4 2024 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 20,915 | 23,140 | +2,225 | $1,245,931 | $687,260 | -$558,671 | 2025-02-12 |
|---|
| Q4 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 28,758 | 86,557 | +57,799 | $1,951,252 | $2,006,395 | +$55,143 | 2025-02-12 |
|---|
| Q4 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,399 | 1,401 | +2 | $525,337 | $562,592 | +$37,255 | 2025-02-12 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 518 | 567 | +49 | $297,013 | $332,099 | +$35,086 | 2025-02-12 |
|---|
| Q4 2024 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 3,738 | 3,953 | +215 | $740,349 | $774,096 | +$33,747 | 2025-02-12 |
|---|
| Q4 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 18,341 | 55,540 | +37,199 | $1,550,372 | $1,517,358 | -$33,014 | 2025-02-12 |
|---|
| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 559 | 561 | +2 | $272,952 | $286,764 | +$13,812 | 2025-02-12 |
|---|
| Q4 2024 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 2,830 | 2,845 | +15 | $537,046 | $526,607 | -$10,439 | 2025-02-12 |
|---|
| Q4 2024 | SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 4,124 | 4,138 | +14 | $288,955 | $295,608 | +$6,653 | 2025-02-12 |
|---|
| Q4 2024 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 9,951 | 29,994 | +20,043 | $714,108 | $710,260 | -$3,848 | 2025-02-12 |
|---|
| Q4 2024 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 11,349 | 22,582 | +11,233 | $584,481 | $583,976 | -$505 | 2025-02-12 |
|---|
| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 10,083 | 46,544 | +36,461 | $2,198,417 | $11,040,782 | +$8,842,365 | 2024-10-31 |
|---|
| Q3 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 104,502 | 128,420 | +23,918 | $25,299,846 | $33,881,008 | +$8,581,162 | 2024-10-31 |
|---|
| Q3 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 152,246 | 157,601 | +5,355 | $76,142,769 | $83,161,426 | +$7,018,657 | 2024-10-31 |
|---|
| Q3 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 17,987 | 18,341 | +354 | $1,398,697 | $1,550,372 | +$151,675 | 2024-10-31 |
|---|
| Q3 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 28,579 | 28,758 | +179 | $1,836,195 | $1,951,252 | +$115,057 | 2024-10-31 |
|---|
| Q3 2024 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 3,722 | 3,738 | +16 | $679,409 | $740,349 | +$60,940 | 2024-10-31 |
|---|
| Q3 2024 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 11,272 | 11,349 | +77 | $534,876 | $584,481 | +$49,605 | 2024-10-31 |
|---|
| Q3 2024 | SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 4,111 | 4,124 | +13 | $272,770 | $288,955 | +$16,185 | 2024-10-31 |
|---|
| Q3 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,397 | 1,399 | +2 | $509,363 | $525,337 | +$15,974 | 2024-10-31 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 516 | 518 | +2 | $281,050 | $297,013 | +$15,963 | 2024-10-31 |
|---|
| Q2 2024 | CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 675,708 | 1,745,166 | +1,069,458 | $21,960,515 | $57,590,473 | +$35,629,958 | 2024-07-29 |
|---|
| Q2 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 142,479 | 152,246 | +9,767 | $68,489,822 | $76,142,769 | +$7,652,947 | 2024-07-29 |
|---|
| Q2 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 190,632 | 194,705 | +4,073 | $100,220,891 | $106,548,187 | +$6,327,296 | 2024-07-29 |
|---|
| Q2 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 507,288 | 515,578 | +8,290 | $47,035,784 | $51,990,916 | +$4,955,132 | 2024-07-29 |
|---|
| Q2 2024 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 113,768 | 130,074 | +16,306 | $20,784,224 | $25,638,944 | +$4,854,720 | 2024-07-29 |
|---|
| Q2 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,396 | 1,397 | +1 | $470,459 | $509,363 | +$38,904 | 2024-07-29 |
|---|
| Q2 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 642 | 643 | +1 | $285,211 | $308,166 | +$22,955 | 2024-07-29 |
|---|
| Q2 2024 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 597,070 | 606,912 | +9,842 | $23,679,811 | $23,699,920 | +$20,109 | 2024-07-29 |
|---|
| Q2 2024 | SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 4,097 | 4,111 | +14 | $262,799 | $272,770 | +$9,971 | 2024-07-29 |
|---|
| Q1 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 189,817 | 190,632 | +815 | $90,662 | $100,220,891 | +$100,130,229 | 2024-04-24 |
|---|
| Q1 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 128,072 | 142,479 | +14,407 | $55,942 | $68,489,822 | +$68,433,880 | 2024-04-24 |
|---|
| Q1 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 472,648 | 507,288 | +34,640 | $39,210 | $47,035,784 | +$46,996,574 | 2024-04-24 |
|---|
| Q1 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 102,607 | 105,305 | +2,698 | $23,870 | $26,311,415 | +$26,287,545 | 2024-04-24 |
|---|
| Q1 2024 | CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 633,900 | 675,708 | +41,808 | $18,915 | $21,960,515 | +$21,941,600 | 2024-04-24 |
|---|
| Q1 2024 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 84,449 | 113,768 | +29,319 | $14,233 | $20,784,224 | +$20,769,991 | 2024-04-24 |
|---|
| Q1 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 28,489 | 28,579 | +90 | $1,606 | $1,773,607 | +$1,772,001 | 2024-04-24 |
|---|
| Q1 2024 | FNDX
SCHWAB STRATEGIC TR | | SCHWAB FDT US LG | 10,006 | 10,049 | +43 | $619 | $677,209 | +$676,590 | 2024-04-24 |
|---|
| Q1 2024 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 2,872 | 2,884 | +12 | $474 | $516,611 | +$516,137 | 2024-04-24 |
|---|
| Q1 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,394 | 1,396 | +2 | $422 | $470,459 | +$470,037 | 2024-04-24 |
|---|
| Q1 2024 | SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 4,083 | 4,097 | +14 | $238 | $262,799 | +$262,561 | 2024-04-24 |
|---|
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