DECKER RETIREMENT PLANNING INC. 13F Portfolio
DECKER RETIREMENT PLANNING INC. runs DECKER RETIREMENT PLANNING INC. and currently holds 440 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $293.66M. Their top holdings are SGOV, TAN, XLE, JEPI, ESGU. The top five represent 41.4% of reported portfolio weight. DECKER RETIREMENT PLANNING INC. ranks #688 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DECKER RETIREMENT PLANNING INC. initiated 19 new positions. They added to 66 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$293.66M
Alpha Score
42.0
#688 of 1000
Holdings
440
DECKER RETIREMENT PLANNING INC. Current 13F Holdings
Reported holdings from DECKER RETIREMENT PLANNING INC.'s latest SEC 13F filing, ranked by portfolio weight.
440 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SGOV ISHARES TR | 26.04% | $100.64 | $100.52 | -0.12% | Added +98.08% |
TAN INVESCO EXCH TRADED FD TR II | 4.29% | $56.32 | $43.73 | -22.35% | Added +21.66% |
XLE SELECT SECTOR SPDR TR | 4.14% | $58.92 | $65.09 | +10.47% | Added +40.29% |
JEPI J P MORGAN EXCHANGE TRADED F | 3.71% | $56.85 | $56.76 | -0.17% | Added +36.41% |
ESGU ISHARES TR | 3.27% | $140.15 | $170.52 | +21.67% | Added +15.44% |
VTI VANGUARD INDEX FDS | 3.04% | $314.23 | $381.92 | +21.54% | Added +12.86% |
MRVL MARVELL TECHNOLOGY INC | 2.38% | $297.89 | $275.28 | -7.59% | New Buy |
USXF ISHARES TR | 2.34% | $55.14 | $69.08 | +25.28% | Added +6.05% |
ARM ARM HOLDINGS PLC | 2.29% | $354.57 | $266.28 | -24.90% | New Buy |
SMH VANECK ETF TRUST | 2.16% | $652.97 | $603.33 | -7.60% | Added +12796.00% |
Showing 1-10 of 440