Decker Retirement Planning Inc. 13F Holdings
CIK 0001975700 · LEVI, UT
As of Sep 30, 2025, Decker Retirement Planning Inc. reported 218 positions worth
CIK 0001975700 · LEVI, UT
As of Sep 30, 2025, Decker Retirement Planning Inc. reported 218 positions worth
81.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 193,045 | 9.4M | 10.69% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 61,326 | 1.2M | 6.15% |
| APPLOVIN CORP | APP | Technology | 12,127 | $8.7M | 4.79% |
| COINBASE GLOBAL INC | COIN | Financial Services | 18,575 | $6.3M | 3.45% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 43,039 | $6.3M | 3.45% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 15,281 | $5.0M | 2.76% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 77,784 | $4.5M | 2.45% |
| STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF | XME | — | 47,785 | $4.5M | 2.45% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 13,420 | $4.4M | 2.41% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 26,335 | $4.3M | 2.34% |
| PRIMORIS SERVICES CORP | PRIM | Industrials | 28,136 | $3.9M | 2.13% |
| BROADCOM INC | AVGO | Technology | 11,605 | $3.8M | 2.11% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 136,698 | $3.7M | 2.05% |
| COMPOSECURE INC | CMPO | Industrials | 175,150 | $3.6M | 2.01% |
| ANI PHARMACEUTICALS INC | ANIP | Healthcare | 36,942 | $3.4M | 1.86% |
| WESTERN DIGITAL CORP | WDC | Technology | 27,273 | $3.3M | 1.80% |
| WILLDAN GROUP INC | WLDN | Industrials | 33,679 | $3.3M | 1.79% |
| NRG ENERGY INC | NRG | Utilities | 20,069 | $3.3M | 1.79% |
| MODINE MANUFACTURING CO | MOD | Consumer Cyclical | 22,359 | $3.2M | 1.75% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 34,112 | $3.2M | 1.74% |
| MICRON TECHNOLOGY INC | MU | Technology | 18,664 | $3.1M | 1.72% |
| DOLLAR GENERAL CORP | DG | Consumer Defensive | 30,113 | $3.1M | 1.71% |
| GE VERNOVA INC | GEV | Utilities | 4,931 | $3.0M | 1.67% |
| TTM TECHNOLOGIES INC | TTMI | Technology | 51,447 | $3.0M | 1.63% |
| SCHWAB US TIPS ETF | SCHP | — | 109,638 | $3.0M | 1.63% |