Decker Retirement Planning Inc.

data from 30/09/2025

Capitalization

$ 181.822 M 5.33 %

Average holding period

3 ans

Performance

$ 17.805 M 10.71 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Decker Retirement Planning Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SGOV ISHARES TR 10.69% 19.440 M $ 193045 2025/03/31 3.198 K $ 0.01 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 6.15% 11.187 M $ 61326 2024/12/31 321.731 K $ 33.82 %
2025/09/30 APP APPLOVIN CORP 4.79% 8.714 M $ 12127 2024/12/31 8.474 K $ 105.25 %
2025/09/30 COIN COINBASE GLOBAL INC 3.45% 6.269 M $ 18575 2025/03/31 0.000 $ 0.00 %
2025/09/30 ESGU ISHARES TR 3.45% 6.267 M $ 43039 2024/12/31 476.869 K $ 7.61 %
2025/09/30 VTI VANGUARD INDEX FDS 2.76% 5.015 M $ 15281 2024/12/31 289.522 K $ 7.98 %
2025/09/30 USXF ISHARES TR 2.45% 4.458 M $ 77784 2024/12/31 283.328 K $ 6.27 %
2025/09/30 XME SPDR SERIES TRUST 2.45% 4.453 M $ 47785 2024/12/31 3.227 M $ 38.63 %
2025/09/30 SMH VANECK ETF TRUST 2.41% 4.380 M $ 13420 2024/12/31 1.382 M $ 17.03 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.34% 4.261 M $ 26335 2024/12/31 2.088 K $ 14.02 %
2025/09/30 PRIM PRIMORIS SVCS CORP 2.13% 3.864 M $ 28136 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 2.11% 3.829 M $ 11605 2024/12/31 0.000 $ 0.00 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 2.05% 3.732 M $ 136698 2024/12/31 115.844 K $ 3.02 %
2025/09/30 CMPO COMPOSECURE INC 2.01% 3.647 M $ 175150 2025/09/30 0.000 $ 0.00 %
2025/09/30 ANIP ANI PHARMACEUTICALS INC 1.86% 3.384 M $ 36942 2025/03/31 1.264 K $ 40.38 %
2025/09/30 WDC WESTERN DIGITAL CORP 1.80% 3.274 M $ 27273 2025/09/30 0.000 $ 0.00 %
2025/09/30 WLDN WILLDAN GROUP INC 1.79% 3.256 M $ 33679 2025/09/30 0.000 $ 0.00 %
2025/09/30 NRG NRG ENERGY INC 1.79% 3.250 M $ 20069 2024/12/31 29.907 K $ 0.85 %
2025/09/30 MOD MODINE MFG CO 1.75% 3.179 M $ 22359 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESGD ISHARES TR 1.74% 3.172 M $ 34112 2024/12/31 136.363 K $ 4.21 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.72% 3.123 M $ 18664 2025/09/30 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GEN CORP NEW 1.71% 3.112 M $ 30113 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 1.67% 3.032 M $ 4931 2024/12/31 3.601 K $ 16.21 %
2025/09/30 TTMI TTM TECHNOLOGIES INC 1.63% 2.963 M $ 51447 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 1.63% 2.955 M $ 109638 2024/12/31 31.079 K $ 1.01 %
2025/09/30 EUSB ISHARES TR 1.58% 2.864 M $ 65207 2024/12/31 25.497 K $ 0.85 %
2025/09/30 ESML ISHARES TR 1.53% 2.777 M $ 61593 2024/12/31 249.228 K $ 9.07 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 1.40% 2.539 M $ 29988 2024/12/31 146.016 K $ 5.70 %
2025/09/30 VNQ VANGUARD INDEX FDS 1.36% 2.482 M $ 27145 2024/12/31 67.937 K $ 2.65 %
2025/09/30 DMXF ISHARES TR 1.18% 2.149 M $ 28370 2024/12/31 38.888 K $ 1.75 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 1.14% 2.076 M $ 14731 2024/12/31 120.291 K $ 5.73 %
2025/09/30 HL HECLA MNG CO 1.11% 2.019 M $ 166822 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 1.05% 1.917 M $ 26526 2024/12/31 79.870 K $ 5.94 %
2025/09/30 IWY ISHARES TR 0.97% 1.755 M $ 6414 2024/12/31 150.599 K $ 11.01 %
2025/09/30 AAPL APPLE INC 0.81% 1.469 M $ 5769 2024/12/31 36.254 K $ 24.11 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.79% 1.436 M $ 25142 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.74% 1.348 M $ 6247 2024/12/31 74.971 K $ 5.43 %
2025/09/30 HDV ISHARES TR 0.71% 1.284 M $ 10485 2024/12/31 59.114 K $ 4.51 %
2025/09/30 DGRO ISHARES TR 0.70% 1.277 M $ 18759 2024/12/31 82.820 K $ 6.47 %
2025/09/30 VNQI VANGUARD INTL EQUITY INDEX F 0.69% 1.246 M $ 26106 2024/12/31 44.057 K $ 3.45 %
2025/09/30 EDV VANGUARD WORLD FD 0.68% 1.241 M $ 18129 2024/12/31 22.031 K $ 1.71 %
2025/09/30 SPYD SPDR SERIES TRUST 0.68% 1.241 M $ 28193 2024/12/31 46.790 K $ 3.68 %
2025/09/30 GDX VANECK ETF TRUST 0.68% 1.230 M $ 16102 2024/12/31 3.000 M $ 46.75 %
2025/09/30 IDLV INVESCO EXCH TRADED FD TR II 0.67% 1.219 M $ 36383 2024/12/31 14.265 K $ 1.12 %
2025/09/30 VIGI VANGUARD WHITEHALL FDS 0.67% 1.218 M $ 13602 2024/12/31 -7.854 K $ -0.61 %
2025/09/30 MSFT MICROSOFT CORP 0.67% 1.218 M $ 2351 2024/12/31 25.387 K $ 4.13 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.61% 1.106 M $ 14877 2024/12/31 10.628 K $ 1.01 %
2025/09/30 IWX ISHARES TR 0.55% 998.439 K $ 11361 2024/12/31 34.512 K $ 4.38 %
2025/09/30 DSI ISHARES TR 0.53% 972.468 K $ 7721 2024/12/31 79.710 K $ 8.43 %
2025/09/30 USHY ISHARES TR 0.53% 963.955 K $ 25515 2024/12/31 7.287 K $ 0.72 %
2025/09/30 SUSB ISHARES TR 0.51% 931.067 K $ 36787 2024/12/31 5.523 K $ 0.56 %
2025/09/30 AMZN AMAZON COM INC 0.50% 914.033 K $ 4163 2024/12/31 626.000 $ 0.08 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 0.45% 812.809 K $ 10302 2024/12/31 43.833 K $ 6.61 %
2025/09/30 ESGE ISHARES INC 0.41% 751.644 K $ 17311 2024/12/31 79.245 K $ 10.85 %
2025/09/30 SCEC CAPITOL SER TR 0.41% 749.443 K $ 29413 2025/06/30 5.129 K $ 0.83 %
2025/09/30 BUCK SIMPLIFY EXCHANGE TRADED FUN 0.38% 692.512 K $ 29036 2024/12/31 6.342 K $ 0.89 %
2025/09/30 ORCL ORACLE CORP 0.38% 688.674 K $ 2449 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTA SIMPLIFY EXCHANGE TRADED FUN 0.36% 661.831 K $ 23662 2024/12/31 42.571 K $ 4.60 %
2025/09/30 HIGH SIMPLIFY EXCHANGE TRADED FUN 0.35% 634.499 K $ 27479 2024/12/31 -30.591 K $ -4.70 %
2025/09/30 META META PLATFORMS INC 0.35% 633.770 K $ 863 2024/12/31 -597.000 $ -0.50 %
2025/09/30 EFV ISHARES TR 0.32% 576.140 K $ 8494 2024/12/31 32.042 K $ 6.85 %
2025/09/30 BOND PIMCO ETF TR 0.31% 557.774 K $ 5975 2024/12/31 6.644 K $ 1.27 %
2025/09/30 EFG ISHARES TR 0.31% 555.219 K $ 4875 2024/12/31 7.711 K $ 1.68 %
2025/09/30 IWS ISHARES TR 0.30% 543.654 K $ 3892 2024/12/31 24.901 K $ 5.70 %
2025/09/30 SVOL SIMPLIFY EXCHANGE TRADED FUN 0.29% 526.838 K $ 29269 2024/12/31 -21.548 K $ -2.12 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.24% 443.527 K $ 4456 2024/12/31 31.679 K $ 9.25 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.23% 418.831 K $ 5576 2024/12/31 31.844 K $ 9.59 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.22% 394.610 K $ 1399 2024/12/31 -933.000 $ -4.28 %
2025/09/30 IEMG ISHARES INC 0.18% 333.331 K $ 5057 2024/12/31 24.991 K $ 9.81 %
2025/09/30 AGGH SIMPLIFY EXCHANGE TRADED FUN 0.18% 326.715 K $ 15776 2025/09/30 0.000 $ 0.00 %
2025/09/30 SBAR SIMPLIFY EXCHANGE TRADED FUN 0.18% 320.241 K $ 12195 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.17% 304.685 K $ 1633 2024/12/31 70.931 K $ 18.10 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.16% 283.992 K $ 2903 2024/12/31 17.818 K $ 12.15 %
2025/09/30 BIL SPDR SERIES TRUST 0.15% 277.085 K $ 3020 2024/12/31 60.000 $ 0.02 %
2025/09/30 SGOL ETFS GOLD TR 0.14% 259.695 K $ 7055 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.14% 249.151 K $ 374 2024/12/31 467.931 K $ 7.82 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.13% 233.003 K $ 4962 2024/12/31 2.964 K $ 1.34 %
2025/09/30 SPLB SPDR SERIES TRUST 0.12% 220.029 K $ 9517 2024/12/31 4.954 K $ 2.44 %
2025/09/30 SIMPLIFY EXCHANGE TRADED FUN 0.09% 163.163 K $ 6189 2025/09/30 0.000 $ 0.00 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.09% 156.309 K $ 2749 2024/12/31 1.934 K $ 1.32 %
2025/09/30 IAU ISHARES GOLD TR 0.07% 132.660 K $ 1823 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWP ISHARES TR 0.07% 126.038 K $ 885 2024/12/31 5.557 K $ 2.69 %
2025/09/30 VOO VANGUARD INDEX FDS 0.05% 82.059 K $ 134 2024/12/31 355.332 K $ 7.81 %
2025/09/30 GOOGL ALPHABET INC 0.04% 77.306 K $ 318 2024/12/31 68.073 K $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.04% 74.441 K $ 236 2024/12/31 3.853 K $ 8.80 %
2025/09/30 DECW AIM ETF PRODUCTS TRUST 0.04% 73.898 K $ 2240 2024/12/31 2.146 K $ 4.40 %
2025/09/30 TSLA TESLA INC 0.04% 68.487 K $ 154 2024/12/31 22.235 K $ 40.00 %
2025/09/30 SLV ISHARES SILVER TR 0.03% 61.182 K $ 1444 2025/06/30 15.219 K $ 29.14 %
2025/09/30 GE GE AEROSPACE 0.03% 60.887 K $ 202 2024/12/31 626.955 K $ 16.87 %
2025/09/30 SPBO SPDR SERIES TRUST 0.03% 60.653 K $ 2047 2024/12/31 839.000 $ 1.40 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.03% 59.686 K $ 2266 2024/12/31 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.03% 57.548 K $ 48 2024/12/31 -312.948 K $ -10.47 %
2025/09/30 ILTB ISHARES TR 0.03% 57.205 K $ 1133 2024/12/31 1.212 K $ 2.17 %
2025/09/30 AHR AMERICAN HEALTHCARE REIT INC 0.03% 54.109 K $ 1288 2024/12/31 6.787 K $ 14.34 %
2025/09/30 SPLG SPDR SERIES TRUST 0.03% 52.400 K $ 669 2024/12/31 3.779 K $ 7.77 %
2025/09/30 SIXP AIM ETF PRODUCTS TRUST 0.03% 51.699 K $ 1678 2025/06/30 151.000 $ 5.30 %
2025/09/30 HYGV FLEXSHARES TR 0.03% 50.717 K $ 1231 2024/12/31 209.000 $ 0.41 %
2025/09/30 GLD SPDR GOLD TR 0.03% 50.477 K $ 142 2025/03/31 7.899 K $ 16.61 %
2025/09/30 SEPW AIM ETF PRODUCTS TRUST 0.03% 50.248 K $ 1600 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.03% 47.429 K $ 79 2024/12/31 524.480 K $ 8.83 %