Portfolio (Quarterly)
Guide ↗
Decker Retirement Planning Inc.
· CIK 0001975700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AVUV | AMERICAN CENTY ETF TR | — | 4,539.0 | $463K | 0.23% | NEW | — | $101.99 | +18.7% |
| 62 | AVEM | AMERICAN CENTY ETF TR | — | 5,579.0 | $430K | 0.21% | NEW | — | $77.01 | +25.3% |
| 63 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 16,983.0 | $403K | 0.20% | NEW | — | $23.70 | -1.0% |
| 64 | IEMG | ISHARES INC | — | 5,972.0 | $401K | 0.20% | NEW | — | $67.22 | +24.2% |
| 65 | QQQ | INVESCO QQQ TR | Financial Services | 619.0 | $380K | 0.19% | NEW | — | $614.31 | +18.7% |
| 66 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 13,690.0 | $373K | 0.19% | NEW | — | $27.26 | +7.2% |
| 67 | VTWO | VANGUARD SCOTTSDALE FDS | — | 3,085.0 | $307K | 0.15% | NEW | — | $99.53 | +17.8% |
| 68 | BIL | SPDR SERIES TRUST | — | 3,020.0 | $276K | 0.14% | NEW | — | $91.38 | +0.3% |
| 69 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 12,992.0 | $269K | 0.13% | NEW | — | $20.70 | -2.4% |
| 70 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,639.0 | $218K | 0.11% | NEW | — | $47.08 | -0.8% |
| 71 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 12,125.0 | $213K | 0.11% | NEW | — | $17.56 | -9.6% |
| 72 | SPLB | SPDR SERIES TRUST | — | 9,202.0 | $208K | 0.10% | NEW | — | $22.58 | -1.1% |
| 73 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | — | 8,566.0 | $191K | 0.10% | NEW | — | $22.31 | -3.1% |
| 74 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | — | 6,937.0 | $189K | 0.09% | NEW | — | $27.21 | +7.0% |
| 75 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 7,153.0 | $187K | 0.09% | NEW | — | $26.16 | -3.0% |
| 76 | NVDA | NVIDIA CORPORATION | Technology | 881.0 | $164K | 0.08% | NEW | — | $186.50 | +14.0% |
| 77 | IAU | ISHARES GOLD TR | Financial Services | 1,907.0 | $155K | 0.08% | NEW | — | $81.17 | +3.2% |
| 78 | VGLT | VANGUARD SCOTTSDALE FDS | — | 2,727.0 | $152K | 0.08% | NEW | — | $55.81 | -2.3% |
| 79 | IWP | ISHARES TR | — | 1,017.0 | $139K | 0.07% | NEW | — | $136.95 | +2.7% |
| 80 | TSLA | TESLA INC | Consumer Cyclical | 223.0 | $100K | 0.05% | NEW | — | $449.72 | -2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.9%
Consumer Cyclical
21.9%
Communication Services
10.1%
Consumer Defensive
10.0%
Financial Services
6.4%
Industrials
0.2%
Real Estate
0.1%
Healthcare
0.1%
Basic Materials
0.1%
Utilities
0.1%