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| Name: |
Dechtman Wealth Management LLC |
| City: |
CENTENNIAL |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
Found :
11 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHD |
Schwab US Dividend Equity ETF |
4 |
- |
$80.00 |
$37,138,000 |
460,593 |
8.66% |
-5,463,000 |
-98,999 |
0.154 |
N/A |
|
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IQLT |
Ishares Edge Msci Intl Qual... |
6 |
- |
$0.00 |
$23,680,000 |
597,070 |
5.52% |
146,000 |
-29,504 |
0.062 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
8 |
- |
$110.41 |
$21,369,000 |
193,351 |
4.99% |
-122,000 |
-5,181 |
0.033 |
Closed - End Fund - E... |
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IWL |
iShares Trust |
10 |
- |
$128.87 |
$11,705,000 |
92,078 |
2.73% |
1,000,000 |
-942 |
0.873 |
Closed - End Fund - Debt |
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FNDA |
Schwab Fundamental Us Small... |
11 |
- |
$56.88 |
$5,334,000 |
93,522 |
1.24% |
58,000 |
-1,807 |
0.073 |
N/A |
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AAPL |
Apple Inc |
12 |
- |
$189.84 |
$5,275,000 |
30,763 |
1.23% |
-1,029,000 |
-1,983 |
0 |
Personal Computers |
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MSFT |
Microsoft Corp |
13 |
- |
$420.99 |
$3,629,000 |
8,627 |
0.85% |
342,000 |
-114 |
0 |
Application Software |
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AMZN |
Amazon.com Inc |
14 |
- |
$183.63 |
$3,051,000 |
16,917 |
0.71% |
465,000 |
-109 |
0 |
Internet Software & S... |
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VIG |
Vanguard Dividend Appreciat... |
28 |
- |
$183.63 |
$748,000 |
4,098 |
0.17% |
41,000 |
-52 |
0.001 |
Closed - End Fund - Debt |
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IWR |
iShares Tr Rssll MidCap Indx |
31 |
- |
$83.19 |
$605,000 |
7,196 |
0.14% |
13,000 |
-430 |
0.002 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
34 |
- |
$48.70 |
$555,000 |
11,272 |
0.13% |
-198,000 |
-4,679 |
0.001 |
Closed - End Fund - Debt |
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