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CIK: 0001975700
Total reported value
$293.7M
$293.7M
214 檔
39.0%
According to the latest 13F quarterly dataset, Decker Retirement Planning Inc. managed an equity portfolio of $293.7M at the end of Q1 2025, spanning 214 distinct U.S. exchange-listed positions.
During Q1 2025, 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 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 50.57% | +8.55% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.40% | -0.01% | -55.56% | |
| 3 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 5.19% | -0.02% | +35252.24% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 5.08% | -0.01% | EXIT | |
| 5 | GILD | Gilead Sciences Inc | Stock-Healthcare | 3.01% | -0.03% | +13471.70% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.08% | -0.04% | +15.05% | |
| 7 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.06% | — | -10.81% | |
| 8 | ACIW | Aci Worldwide Inc | Stock-Tech | 2.03% | — | — | |
| 9 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.02% | — | +22.56% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | -0.07% | -10.97% | |
| 11 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.70% | — | — | |
| 12 | SNEX | Stonex Group Inc | Stock-Financials | 1.64% | — | — | |
| 13 | AGO | Assured Guaranty Ltd. | Stock-Financials | 1.59% | — | — | |
| 14 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 1.12% | — | — | |
| 15 | VST | Vistra CORP | Stock-Utilities | 1.12% | — | -36.19% | |
| 16 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.11% | — | NEW | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.09% | -53.20% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.79% | -0.06% | +7.28% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.74% | -0.12% | +21.73% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.10% | -1.42% | |
| 21 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.49% | -0.08% | +22.16% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.37% | -0.07% | +7.62% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.04% | -58.79% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.32% | -0.05% | +2.71% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.30% | -0.06% | +37.59% | |
| 26 | CTA | Simplify Managed Futures St | ETF-Other | 0.27% | -0.06% | +348.71% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.26% | -0.05% | +22.79% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.25% | -0.02% | +0.19% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.60% | -91.88% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.21% | -0.06% | +23.86% | |
| 31 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.21% | -0.05% | +334.96% | |
| 32 | SVOL | Simplify Volatility Premium | ETF-Other | 0.21% | -0.01% | +424.76% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.20% | -0.02% | +7.92% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.03% | -31.86% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.18% | -0.02% | -3.54% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.17% | -0.04% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | +0.01% | +20.48% | |
| 38 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.13% | — | +279.25% | |
| 39 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.12% | -0.02% | +3.83% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.12% | -0.01% | +3.66% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | — | +61.17% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.12% | -0.01% | +8.80% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | -84.84% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.11% | -0.05% | -97.77% | |
| 45 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.11% | — | +1.19% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.10% | — | +48.11% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | — | -37.14% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.02% | +13.72% | |
| 49 | RFIX | Simplify Bond Bull ETF | ETF-Other | 0.06% | — | NEW | |
| 50 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Decker Retirement Planning Inc. reported a total U.S. public equity portfolio value of $293.7M across 214 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, SPY, GDX) accounted for 39.0% of total reported equity market value during Q1 2025.
During Q1 2025, Decker Retirement Planning Inc.'s top holdings by market value included SGOV (50.6%)、SPY (7.4%)、GDX (5.2%). The largest single position, SGOV, represented 50.6% of total portfolio value.
In Q1 2025, 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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