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DRP

Decker Retirement Planning Portfolio holdings

AUM $221M
1-Year Est. Return 66.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$8.82M
3
+$5.64M
4
STX icon
Seagate
STX
+$5.27M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.96M

Top Sells

1
+$8.71M
2
+$7.32M
3
+$5.89M
4
COIN icon
Coinbase
COIN
+$5.52M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.68M

Sector Composition

1 Technology 19.23%
2 Consumer Discretionary 6.38%
3 Consumer Staples 5.66%
4 Communication Services 3.82%
5 Financials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
76
NVIDIA
NVDA
$4.97T
$164K 0.08%
881
-752
IAU icon
77
iShares Gold Trust
IAU
$65.4B
$155K 0.08%
1,907
+84
VGLT icon
78
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$152K 0.08%
2,727
-22
IWP icon
79
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$139K 0.07%
1,017
+132
TSLA icon
80
Tesla
TSLA
$1.53T
$100K 0.05%
223
+69
GAEM
81
Simplify Gamma Emerging Market Bond ETF
GAEM
$41.2M
$97.2K 0.05%
3,651
-2,538
SLV icon
82
iShares Silver Trust
SLV
$32.7B
$93K 0.05%
1,444
AHR icon
83
American Healthcare REIT
AHR
$9.68B
$60.6K 0.03%
1,288
SPBO icon
84
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.97B
$60.1K 0.03%
2,047
ILTB icon
85
iShares Core 10+ Year USD Bond ETF
ILTB
$598M
$56.3K 0.03%
1,133
GOOGL icon
86
Alphabet (Google) Class A
GOOGL
$4.39T
$55.7K 0.03%
178
-140
GE icon
87
GE Aerospace
GE
$350B
$55.6K 0.03%
181
-21
XLF icon
88
State Street Financial Select Sector SPDR ETF
XLF
$50B
$53.6K 0.03%
979
+495
GLD icon
89
SPDR Gold Trust
GLD
$139B
$51.1K 0.03%
129
-13
HYGV icon
90
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$50.1K 0.02%
1,231
GOOG icon
91
Alphabet (Google) Class C
GOOG
$4.37T
$49K 0.02%
156
JPM icon
92
JPMorgan Chase
JPM
$859B
$48.7K 0.02%
151
-85
DECU
93
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$49.4M
$45.2K 0.02%
1,650
+88
GOVT icon
94
iShares US Treasury Bond ETF
GOVT
$42.6B
$43.3K 0.02%
1,881
LLY icon
95
Eli Lilly
LLY
$1.01T
$43K 0.02%
40
D icon
96
Dominion Energy
D
$59.7B
$42.4K 0.02%
724
FCOM icon
97
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$42K 0.02%
573
VOO icon
98
Vanguard S&P 500 ETF
VOO
$976B
$41.4K 0.02%
66
-68
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.06T
$41.2K 0.02%
82
SPY icon
100
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$39.6K 0.02%
58
-316
2 3
4
5 6