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CIK: 0001975700
Total reported value
$293.7M
$293.7M
597 檔
21.2%
As reported in its official Q4 2024 Form 13F filing, Decker Retirement Planning Inc.'s tracked investment portfolio stood at $293.7M with 597 total positions.
During Q4 2024, Decker Retirement Planning Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 597 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.26% | -0.01% | — | |
| 2 | AAL | American Airlines Group Inc | Stock-Industrials | 5.50% | — | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.13% | -0.05% | — | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.72% | — | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.59% | — | EXIT | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 4.48% | -0.01% | EXIT | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.71% | — | — | |
| 8 | ZIM | ZIM Integrated Shipping Services Ltd. | Stock-Other | 3.20% | — | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.60% | — | |
| 10 | FTNT | Fortinet Inc | Stock-Tech | 2.80% | — | NEW | |
| 11 | CNK | Cinemark Holdings Inc | Stock-Other | 2.74% | — | — | |
| 12 | ALL | Allstate CORP | Stock-Financials | 2.73% | — | — | |
| 13 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.65% | — | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.63% | -0.04% | — | |
| 15 | TEAM | Atlassian Corp-cl A | Stock-Tech | 2.54% | — | NEW | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.53% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | -0.07% | — | |
| 18 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 2.01% | — | — | |
| 19 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.99% | — | — | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.97% | -0.09% | — | |
| 21 | VST | Vistra CORP | Stock-Utilities | 1.91% | — | — | |
| 22 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.73% | — | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | — | — | |
| 24 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.05% | — | NEW | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.04% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.01% | — | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.70% | -0.06% | — | |
| 28 | PCAR | Paccar Inc | Stock-Industrials | 0.64% | — | — | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.63% | -0.12% | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.10% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.05% | — | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | -0.02% | — | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.36% | -0.08% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | NEW | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.30% | -0.07% | — | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.28% | -0.05% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.28% | -0.04% | — | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.28% | +0.01% | NEW | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | — | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | -0.03% | — | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.22% | -0.02% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.02% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | — | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.19% | -0.02% | — | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.19% | -0.05% | — | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | -0.06% | — | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.17% | -0.02% | — | |
| 49 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.16% | — | — | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.16% | -0.06% | — |
According to official SEC Form 13F filings, Decker Retirement Planning Inc. reported a total U.S. public equity portfolio value of $293.7M across 597 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAL, AAPL) accounted for 21.2% of total reported equity market value during Q4 2024.
During Q4 2024, Decker Retirement Planning Inc.'s top holdings by market value included SPY (16.3%)、AAL (5.5%)、AAPL (5.1%). The largest single position, SPY, represented 16.3% of total portfolio value.
In Q4 2024, Decker Retirement Planning Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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