Decker Wealth Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DW
Decker Wealth Management LLC
Institutional Filer$896.8M109

Current Portfolio Holdings

Showing top 208 reported positions by value (Total positions in database: 109)

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VUGVANGUARD INDEX FDS68K$33.2M3.70%
2MLPXGLOBAL X FDS375K$27.7M3.09%
3VUGVANGUARD INDEX FDS58K$25.3M2.82%
4SDVYFIRST TR EXCHANGE TRADED FD629K$24.8M2.76%
5SDVYFIRST TR EXCHANGE-TRADED FD632K$24.2M2.70%
6COWZPACER FDS TR386K$23.2M2.59%
7COWZPACER FDS TR367K$23.0M2.56%
8VYMVANGUARD WHITEHALL FDS151K$22.4M2.49%
9MLPXGLOBAL X FDS369K$22.3M2.49%
10VYMVANGUARD WHITEHALL FDS147K$21.1M2.35%
11LLYEli Lilly and CompanyHealthcare18K$18.9M2.11%
12DDECFIRST TR EXCHNG TRADED FD VI380K$16.8M1.88%
13DDECFIRST TR EXCHNG TRADED FD VI368K$16.6M1.85%
14LLYEli Lilly and CompanyHealthcare17K$15.9M1.77%
15AAPLApple Inc.Technology54K$14.7M1.64%
Showing 1 to 15 of 208 holdings