DR

Decker Retirement Planning Inc.

13F
Decker Retirement Planning Inc.
Last update 2025-04-24 213 Stocks (45 new)
Value $161.00 Mil Turnover 69 %
Countries:
Decker Retirement Planning Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGOV
iShares 0-3 Month Treasury Bond ETF
806,565
81,196.9
New Holding
50.570
+50.57%
0.190
+1.06%
+2.39%
51,425.9
 
SPY
SPDR S&P 500 ETF Trust
21,238
11,880.3
-55.56%
7.400
-9.03%
0.000
+18.80%
+8.86%
654,366.5
 
GDX
VanEck Gold Miners ETF
181,357
8,337.0
+35,252.24%
5.190
+5.18%
0.060
+10.49%
+58.77%
15,945.7
 
XLF
Financial Select Sector SPDR
163,725
8,155.1
+2.47%
5.080
+0.12%
0.020
+11.66%
+10.65%
52,128.0
 
GILD
Gilead Sciences Inc
43,158
4,835.8
+13,471.70%
3.010
+2.99%
0.000
+7.51%
+24.68%
141,260.6
Drug Manufacturers
TSLA
Tesla Inc
12,911
3,346.0
+15.05%
2.080
+0.27%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
TPR
Tapestry Inc
46,918
3,303.5
-10.81%
2.060
-0.22%
0.020
+64.70%
+68.57%
22,673.5
Retail - Cyclical
ACIW
ACI Worldwide Inc
59,658
3,263.9
New Holding
2.030
+2.03%
0.060
-11.02%
-11.46%
4,821.2
Software
AXON
Axon Enterprise Inc
6,156
3,237.8
+22.56%
2.020
+0.37%
0.010
+22.24%
+18.66%
54,901.9
Aerospace & Defense
VTI
Vanguard Total Stock Market ETF
11,771
3,235.2
-10.97%
2.020
-0.24%
0.000
+18.95%
+8.50%
478,431.4
 

Decker Retirement Planning Inc.'s Historical Top Holdings Breakdowns

Decker Retirement Planning Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
New Buy
New Buy
+50.57%
100.34 ($100.51) 100.68
$100.63
0.12%
New holding
806,565
806,565
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-9.03%
551.42 ($587.78) 612.93
$634.21
7.90%
Reduce -55.56%
21,238
-26,554
AAL
American Airlines Group Inc
2025-03-31
Sold Out
Sold Out
-5.50%
10.55 ($15.06) 18.66
$12.68
-15.80%
Sold Out
0
-543,996
GDX
VanEck Gold Miners ETF
2025-03-31
Add
Add
+5.18%
34.58 ($40.44) 45.97
$53.84
33.14%
Add 35252.24%
181,357
180,844
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-5.02%
209.68 ($231.67) 247.1
$214.29
-7.50%
Reduce -97.77%
788
-34,531
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Reduce
Reduce
-4.72%
192.6 ($216.89) 233.2
$226.55
4.45%
Reduce -99.97%
10
-36,228
XLK
Technology Select Sector SPDR ETF
2025-03-31
Sold Out
Sold Out
-4.59%
206.38 ($226.74) 242.18
$260.29
14.80%
Sold Out
0
-33,992
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-3.71%
468.34 ($508.07) 539.52
$563.81
10.97%
Reduce -99.98%
3
-12,499
ZIM
ZIM Integrated Shipping Services Ltd
ZIM Integrated Shipping Services Ltd
2025-03-31
Sold Out
Sold Out
-3.20%
14.59 ($18.78) 23.31
$16.56
-11.82%
Sold Out
0
-256,587
GILD
Gilead Sciences Inc
2025-03-31
Add
Add
+2.99%
89.14 ($103.18) 117.41
$113.56
10.06%
Add 13471.7%
43,158
42,840

Decker Retirement Planning Inc. Total Holding History ($B)

To

Decker Retirement Planning Inc.'s Asset Allocation

To

Decker Retirement Planning Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Decker Retirement Planning Inc.'s Hypothetical Growth since 2025-03-31

Decker Retirement Planning Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Decker Retirement Planning Inc.'s Holdings Heat Map

Size field:

Decker Retirement Planning Inc.'s Holdings Bubble Chart

Decker Retirement Planning Inc. News

  • 1

Discussions on Decker Retirement Planning Inc.

No discussions yet.