Decker Retirement Planning Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DR Decker Retirement Planning Inc. | Institutional Filer | ▲ 9.73% | $220.7M | 284 |
Current Portfolio Holdings
Showing all 284 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 384K | $38.6M | 17.49% |
| 2 | XLE | Energy Select Sector SPDR Fund | — | 163K | $10.0M | 4.53% |
| 3 | MU | Micron Technology, Inc. | Technology | 29K | $9.9M | 4.50% |
| 4 | TAN | INVESCO EXCH TRADED FD TR II | — | 175K | $9.7M | 4.42% |
| 5 | LRCX | Lam Research Corporation | Technology | 41K | $8.7M | 3.93% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 142K | $8.0M | 3.63% |
| 7 | STX | Seagate Technology Holdings plc | Technology | 20K | $7.8M | 3.52% |
| 8 | ESGU | ISHARES TR | — | 51K | $7.2M | 3.25% |
| 9 | VTI | VANGUARD INDEX FDS | — | 21K | $6.9M | 3.11% |
| 10 | USXF | ISHARES TR | — | 93K | $5.2M | 2.34% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 159K | $4.9M | 2.21% |
| 12 | AUGO | Aura Minerals | Basic Materials | 59K | $4.8M | 2.18% |
| 13 | AGRO | Adecoagro S.A. | Consumer Defensive | 308K | $4.6M | 2.10% |
| 14 | ASML | ASML Holding N.V. | Technology | 3K | $4.2M | 1.92% |
| 15 | PLAB | Photronics, Inc. | Technology | 97K | $3.9M | 1.78% |
Showing 1 to 15 of 284 holdings