Dechtman Wealth Management, LLC historic quarter change: USA ETF, Reduced
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 QQQM; Country of operation —; Class NASDAQ 100 ETF; Shares before 126,332.
- Q4 2024: Stock IWL; Country of operation —; Class RUS TOP 200 ETF; Shares before 85,788.
- Q4 2024: Stock CGDV; Country of operation —; Class SHS CREATION UNI; Shares before 1,703,723.
- Q4 2024: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 193,896.
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 | QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 126,332 | 67,622 | -58,710 | $25,373,841 | $14,231,040 | -$11,142,801 | 2025-02-12 | |
| Q4 2024 | IWL ISHARES TR | RUS TOP 200 ETF | 85,788 | 24,483 | -61,305 | $12,048,068 | $3,542,914 | -$8,505,154 | 2025-02-12 | |
| Q4 2024 | CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 1,703,723 | 1,647,636 | -56,087 | $62,083,665 | $58,095,655 | -$3,988,010 | 2025-02-12 | |
| Q4 2024 | IVV ISHARES TR | CORE S&P500 ETF | 193,896 | 192,613 | -1,283 | $111,842,946 | $113,387,330 | +$1,544,384 | 2025-02-12 | |
| Q4 2024 | IJR ISHARES TR | CORE S&P SCP ETF | 185,065 | 183,391 | -1,674 | $21,645,196 | $21,130,300 | -$514,896 | 2025-02-12 | |
| Q4 2024 | IWR ISHARES TR | RUS MID CAP ETF | 4,882 | 4,217 | -665 | $430,267 | $372,763 | -$57,504 | 2025-02-12 | |
| Q3 2024 | IVV ISHARES TR | CORE S&P500 ETF | 194,705 | 193,896 | -809 | $106,548,187 | $111,842,946 | +$5,294,759 | 2024-10-31 | |
| Q3 2024 | CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 1,745,166 | 1,703,723 | -41,443 | $57,590,473 | $62,083,665 | +$4,493,192 | 2024-10-31 | |
| Q3 2024 | SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 515,578 | 462,526 | -53,052 | $51,990,916 | $48,185,929 | -$3,804,987 | 2024-10-31 | |
| Q3 2024 | FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 91,952 | 20,915 | -71,037 | $5,049,989 | $1,245,931 | -$3,804,058 | 2024-10-31 | |
| Q3 2024 | IJR ISHARES TR | CORE S&P SCP ETF | 187,722 | 185,065 | -2,657 | $20,022,477 | $21,645,196 | +$1,622,719 | 2024-10-31 | |
| Q3 2024 | IQLT ISHARES TR | MSCI INTL QUALTY | 606,912 | 547,949 | -58,963 | $23,699,920 | $22,734,413 | -$965,507 | 2024-10-31 | |
| Q3 2024 | QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 130,074 | 126,332 | -3,742 | $25,638,944 | $25,373,841 | -$265,103 | 2024-10-31 | |
| Q3 2024 | FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 10,049 | 9,951 | -98 | $673,088 | $714,108 | +$41,020 | 2024-10-31 | |
| Q3 2024 | IWL ISHARES TR | RUS TOP 200 ETF | 89,652 | 85,788 | -3,864 | $12,008,875 | $12,048,068 | +$39,193 | 2024-10-31 | |
| Q3 2024 | IWD ISHARES TR | RUS 1000 VAL ETF | 2,862 | 2,830 | -32 | $499,311 | $537,046 | +$37,735 | 2024-10-31 | |
| Q3 2024 | QQQ INVESCO QQQ TR | UNIT SER 1 | 643 | 559 | -84 | $308,166 | $272,952 | -$35,214 | 2024-10-31 | |
| Q3 2024 | IWR ISHARES TR | RUS MID CAP ETF | 4,925 | 4,882 | -43 | $399,318 | $430,267 | +$30,949 | 2024-10-31 | |
| Q3 2024 | DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 8,009 | 7,607 | -402 | $258,224 | $260,856 | +$2,632 | 2024-10-31 | |
| Q2 2024 | SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 460,593 | 17,987 | -442,606 | $37,137,652 | $1,398,697 | -$35,738,955 | 2024-07-29 | |
| Q2 2024 | IJR ISHARES TR | CORE S&P SCP ETF | 193,351 | 187,722 | -5,629 | $21,369,195 | $20,022,477 | -$1,346,718 | 2024-07-29 | |
| Q2 2024 | VO VANGUARD INDEX FDS | MID CAP ETF | 105,305 | 104,502 | -803 | $26,311,415 | $25,299,846 | -$1,011,569 | 2024-07-29 | |
| Q2 2024 | IWL ISHARES TR | RUS TOP 200 ETF | 92,078 | 89,652 | -2,426 | $11,704,938 | $12,008,875 | +$303,937 | 2024-07-29 | |
| Q2 2024 | IWR ISHARES TR | RUS MID CAP ETF | 7,196 | 4,925 | -2,271 | $605,139 | $399,318 | -$205,821 | 2024-07-29 | |
| Q2 2024 | VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4,098 | 3,722 | -376 | $748,277 | $679,409 | -$68,868 | 2024-07-29 | |
| Q2 2024 | IWD ISHARES TR | RUS 1000 VAL ETF | 2,884 | 2,862 | -22 | $516,611 | $499,311 | -$17,300 | 2024-07-29 | |
| Q1 2024 | SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 559,592 | 460,593 | -98,999 | $42,601 | $37,137,652 | +$37,095,051 | 2024-04-24 | |
| Q1 2024 | IQLT ISHARES TR | MSCI INTL QUALTY | 626,574 | 597,070 | -29,504 | $23,534 | $23,679,811 | +$23,656,277 | 2024-04-24 | |
| Q1 2024 | IJR ISHARES TR | CORE S&P SCP ETF | 198,532 | 193,351 | -5,181 | $21,491 | $21,369,195 | +$21,347,704 | 2024-04-24 | |
| Q1 2024 | IWL ISHARES TR | RUS TOP 200 ETF | 93,020 | 92,078 | -942 | $10,705 | $11,704,938 | +$11,694,233 | 2024-04-24 | |
| Q1 2024 | FNDA SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 95,329 | 93,522 | -1,807 | $5,276 | $5,333,577 | +$5,328,301 | 2024-04-24 | |
| Q1 2024 | VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4,150 | 4,098 | -52 | $707 | $748,277 | +$747,570 | 2024-04-24 | |
| Q1 2024 | IWR ISHARES TR | RUS MID CAP ETF | 7,626 | 7,196 | -430 | $592 | $605,139 | +$604,547 | 2024-04-24 | |
| Q1 2024 | SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 15,951 | 11,272 | -4,679 | $753 | $555,054 | +$554,301 | 2024-04-24 |
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