Filer Name: DECHTMAN WEALTH MANAGEMENT, LLC
CIK: 1992316
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 65
Portfolio Value: $0.52B

Dechtman Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 192,613 $113M 21.91% -0.7% -
VOO US VANGUARD S&P 500 ETF 176,212 $95M 18.35% 11.8% -
SCHG US SCHWAB US LARGE-CAP GROWTH 2,290,663 $64M 12.34% 395.3% -
CGDV US CAP GROUP DIVIDEND VALUE 1,647,636 $58M 11.23% -3.3% -
VO US VANGUARD MID-CAP ETF 134,602 $36M 6.87% 4.8% -
MGV US VANGUARD MEGA CAP VALUE ETF 217,034 $27M 5.24% 326.1% -
PYLD US PIMCO MULTISECTOR BOND ACTV 1,043,258 $27M 5.23% 348.3% -
IJR US ISHARES CORE S&P SMALL-CAP E 183,391 $21M 4.08% -0.9% -
QQQM US INVESCO NASDAQ 100 ETF 67,622 $14M 2.75% -46.5% -
VB US VANGUARD SMALL-CAP ETF 56,008 $13M 2.60% 20.3% -
AAPL US APPLE INC 23,296 $6M 1.13% -0.3% -
AMZN US AMAZON.COM INC 17,325 $4M 0.73% - -
MSFT US MICROSOFT CORP 8,985 $4M 0.73% -0.1% -
NVDA US NVIDIA CORP 26,576 $4M 0.69% 3.2% -
IWL US ISHARES RUSSELL TOP 200 ETF 24,483 $4M 0.68% -71.5% -
SCHX US SCHWAB US LARGE-CAP ETF 86,557 $2M 0.39% 201.0% -
XOM US EXXON MOBIL CORP 15,173 $2M 0.32% -1.0% -
SCHD US SCHWAB US DVD EQUITY ETF 55,540 $2M 0.29% 202.8% -
JPM US JPMORGAN CHASE & CO 5,855 $1M 0.27% 0.4% -
UNP US UNION PACIFIC CORP 5,329 $1M 0.23% 0.3% -
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