Portfolio (Quarterly)
Guide ↗
Decker Retirement Planning Inc.
· CIK 0001975700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DQ | DAQO NEW ENERGY CORP | Technology | 130 | $4K | 0.00% | SOLD |
| 22 | ARIS | ARIS MNG CORP | Basic Materials | 195 | $3K | 0.00% | SOLD |
| 23 | MBB | ISHARES TR | — | 31 | $3K | 0.00% | SOLD |
| 24 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 168 | $2K | 0.00% | SOLD |
| 25 | TPR | TAPESTRY INC | Consumer Cyclical | 13 | $2K | 0.00% | SOLD |
| 26 | AXON | AXON ENTERPRISE INC | Industrials | 2 | $1K | 0.00% | SOLD |
| 27 | SNEX | STONEX GROUP INC | Financial Services | 10 | $951.0 | — | SOLD |
| 28 | ACIW | ACI WORLDWIDE INC | Technology | 17 | $813.0 | — | SOLD |
| 29 | VST | VISTRA CORP | Utilities | 5 | $807.0 | — | SOLD |
| 30 | UAL | UNITED AIRLS HLDGS INC | Industrials | 7 | $783.0 | — | SOLD |
| 31 | AGO | ASSURED GUARANTY LTD | Financial Services | 8 | $719.0 | — | SOLD |
| 32 | ANIP | ANI PHARMACEUTICALS INC | Healthcare | 7 | $553.0 | — | SOLD |
| 33 | VTV | VANGUARD INDEX FDS | — | 2 | $332.0 | — | SOLD |
| 34 | — | BLACKROCK INVT QUALITY MUN T | — | 10 | $112.0 | — | 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%