FinDec Wealth Services, Inc.
Nilai portofolio QoQ: +3.5% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,82% Perkiraan pembelian $5.673.945 · penjualan $6.846.214
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 74,4% masih dipegang
Rincian sektor
Portofolio lengkap 32 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGCP | $15.083.949 | 17,82% | 676.714 | $685.332 | Naik ×1 | ||
| SCHG | $11.320.589 | 13,37% | 334.533 | $563.046 | Turun ×5 | ||
| DFLV | $10.934.095 | 12,92% | 276.532 | $755.782 | Turun ×5 | ||
| DFAU | $10.461.539 | 12,36% | 202.390 | $776.008 | Turun ×5 | ||
| DFAI | $7.161.131 | 8,46% | 173.603 | $25.092 | Turun ×5 | ||
| DFCF | $5.334.277 | 6,30% | 126.375 | $785.159 | Naik ×1 | ||
| VO | $4.474.095 | 5,29% | 55.531 | $316.835 | Naik ×1 | ||
| VB | $4.305.724 | 5,09% | 14.205 | $378.578 | Turun ×5 | ||
| VTI | $2.555.127 | 3,02% | 6.905 | $179.849 | Turun ×5 | ||
| DFAE | $2.131.283 | 2,52% | 53.004 | $37.622 | Turun ×6 | ||
| SCHF | $1.973.312 | 2,33% | 71.239 | $202.495 | Turun ×6 | ||
| BIV | $1.314.102 | 1,55% | 17.133 | $99.906 | Naik ×1 | ||
| SCHE | $1.000.518 | 1,18% | 27.593 | $44.400 | Turun ×1 | ||
| VOO | $668.231 | 0,79% | 973 | $65.886 | Turun ×2 | ||
| AAPL | $636.432 | 0,75% | 2.199 | $-1.478.897 | Turun ×1 | ||
| CGDV | $533.335 | 0,63% | 10.823 | $23.054 | Turun ×6 | ||
| NVDA | $514.293 | 0,61% | 2.570 | $31.956 | Turun ×1 | ||
| PEP | $488.524 | 0,58% | 3.608 | $-71.763 | |||
| IHI | $450.090 | 0,53% | 9.109 | $-46.696 | Turun ×6 | ||
| TSLA | $388.635 | 0,46% | 924 | $53.688 | Naik ×1 | ||
| DFAT | $358.697 | 0,42% | 5.132 | $37.500 | Turun ×6 | ||
| SCHX | $325.825 | 0,38% | 11.071 | $17.380 | Turun ×2 | ||
| DFIV | $293.416 | 0,35% | 5.432 | $4.305 | Turun ×1 | ||
| CGGR | $266.434 | 0,31% | 5.645 | $28.064 | Turun ×6 | ||
| CGGO | $254.029 | 0,30% | 6.001 | $44.442 | Turun ×1 | ||
| CGUS | $240.645 | 0,28% | 5.410 | $31.929 | Turun ×6 | ||
| PSA | $232.048 | 0,27% | 729 | ||||
| DFSD | $230.168 | 0,27% | 4.820 | $-1.404 | Turun ×1 | ||
| QQQ | $211.981 | 0,25% | 288 | Naik ×1 | |||
| DFAS | $205.439 | 0,24% | 2.495 | $-5.376 | Turun ×6 | ||
| GOOG | $204.159 | 0,24% | 578 | Naik ×1 | |||
| SOUN | $97.050 | 0,11% | 15.000 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Dipangkas | -6K | -$1.5M |
| DFCF | Beli lebih banyak | +19K | +$785K |
| DFAU | Dipangkas | -12K | +$776K |
| DFLV | Dipangkas | -8K | +$756K |
| CGCP | Beli lebih banyak | +32K | +$685K |
| SCHG | Dipangkas | -35K | +$563K |
| VB | Dipangkas | -789 | +$379K |
| VO | Beli lebih banyak | +41K | +$317K |
| SCHF | Dipangkas | -309 | +$202K |
| VTI | Dipangkas | -499 | +$180K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BRK-A | 30 Juni 2026 | 2 | $1.436.280 | Tidak lagi dilacak |
| MSFT | 31 Maret 2026 | 971 | $469.365 | 39,8% |
| BRK-B | 30 Juni 2025 | 633 | $337.124 | Tidak lagi dilacak |
| SHYG | 30 Juni 2025 | 7.066 | $300.447 | |
| VCIT | 31 Maret 2026 | 3.584 | $300.160 | |
| CATH | 31 Des. 2025 | 3.479 | $282.000 | |
| SCHV | 30 Sep. 2025 | 8.843 | $244.679 | 16,1% |
| SCHA | 30 Juni 2025 | 9.577 | $224.385 | 30,9% |
| IDMO | 30 Sep. 2025 | 4.366 | $223.707 | |
| PSA | 31 Des. 2025 | 729 | $210.572 | 9,4% |
| AMZN | 31 Des. 2025 | 946 | $207.758 | 9,0% |
| CRDF | 30 Juni 2026 | 16.000 | $25.920 | -13,8% |