Dechtman Wealth Management, LLC — 13F holdings

Dechtman Wealth Management, LLC reported 65 holdings worth $517M in its 13F filing for Q4 2024, filed February 12, 2025.

Largest positions

  1. IVV ISHARES TR — $113M (21.9%)
  2. VOO VANGUARD INDEX FDS — $94.9M (18.3%)
  3. SCHG SCHWAB STRATEGIC TR — $63.8M (12.3%)
  4. CGDV CAPITAL GROUP DIVIDEND VALUE — $58.1M (11.2%)
  5. VO VANGUARD INDEX FDS — $35.6M (6.9%)
  6. MGV VANGUARD WORLD FD — $27.1M (5.2%)
  7. PYLD PIMCO ETF TR — $27.0M (5.2%)
  8. IJR ISHARES TR — $21.1M (4.1%)
  9. QQQM INVESCO EXCH TRADED FD TR II — $14.2M (2.8%)
  10. VB VANGUARD INDEX FDS — $13.5M (2.6%)