Portfolio (Quarterly)
Guide ↗
Decker Retirement Planning Inc.
· CIK 0001975700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MKTS INC | Financial Services | 27,957 | $3.2M | 1.57% | SOLD |
| 2 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | — | 8,566 | $191K | 0.10% | SOLD |
| 3 | IUSB | ISHARES TR | — | 655 | $30K | 0.01% | SOLD |
| 4 | IVW | ISHARES TR | — | 225 | $28K | 0.01% | SOLD |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 435 | $26K | 0.01% | SOLD |
| 6 | IVE | ISHARES TR | — | 125 | $26K | 0.01% | SOLD |
| 7 | XLV | SELECT SECTOR SPDR TR | — | 166 | $26K | 0.01% | SOLD |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | — | 286 | $17K | 0.01% | SOLD |
| 9 | — | REV GROUP INC | — | 221 | $13K | 0.01% | SOLD |
| 10 | OEF | ISHARES TR | — | 36 | $12K | 0.01% | SOLD |
| 11 | THRO | BLACKROCK ETF TRUST | — | 319 | $12K | 0.01% | SOLD |
| 12 | DJP | BARCLAYS BANK PLC | Financial Services | 286 | $11K | 0.01% | SOLD |
| 13 | ARCC | ARES CAPITAL CORP | Financial Services | 510 | $10K | 0.01% | SOLD |
| 14 | — | MIDCAP FINANCIAL INVSTMNT CO | — | 875 | $10K | 0.01% | SOLD |
| 15 | MTUM | ISHARES TR | — | 35 | $9K | 0.00% | SOLD |
| 16 | IYW | ISHARES TR | — | 38 | $8K | 0.00% | SOLD |
| 17 | TLH | ISHARES TR | — | 74 | $8K | 0.00% | SOLD |
| 18 | IAGG | ISHARES TR | — | 122 | $6K | 0.00% | SOLD |
| 19 | BAI | BLACKROCK ETF TRUST | — | 134 | $4K | 0.00% | SOLD |
| 20 | MD | PEDIATRIX MEDICAL GROUP INC | Healthcare | 196 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
74.8%
Basic Materials
12.3%
Consumer Defensive
6.5%
Financial Services
2.6%
Consumer Cyclical
1.5%
Communication Services
1.0%
Healthcare
0.4%
Industrials
0.3%
Energy
0.3%
Real Estate
0.1%