Portfolio (Quarterly)
Guide ↗
Decker Retirement Planning Inc.
· CIK 0001975700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XLF | SELECT SECTOR SPDR TR | — | 340 | $17K | 0.01% | SOLD |
| 22 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 89 | $15K | 0.01% | SOLD |
| 23 | VRSN | VERISIGN INC | Technology | 53 | $13K | 0.01% | SOLD |
| 24 | ADIV | GUINNESS ATKINSON FDS | — | 543 | $10K | 0.00% | SOLD |
| 25 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 67 | $7K | 0.00% | SOLD |
| 26 | EDIV | SPDR INDEX SHS FDS | — | 185 | $7K | 0.00% | SOLD |
| 27 | JANZ | ELEVATION SERIES TRUST | — | 196 | $7K | 0.00% | SOLD |
| 28 | OCTZ | ELEVATION SERIES TRUST | — | 173 | $7K | 0.00% | SOLD |
| 29 | XLC | SELECT SECTOR SPDR TR | — | 64 | $7K | 0.00% | SOLD |
| 30 | SIXZ | AIM ETF PRODUCTS TRUST | — | 244 | $7K | 0.00% | SOLD |
| 31 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 296 | $6K | 0.00% | SOLD |
| 32 | AUGZ | ELEVATION SERIES TRUST | — | 132 | $5K | 0.00% | SOLD |
| 33 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 100 | $5K | 0.00% | SOLD |
| 34 | KORP | AMERICAN CENTY ETF TR | — | 104 | $5K | 0.00% | SOLD |
| 35 | — | AIM ETF PRODUCTS TRUST | — | 128 | $4K | 0.00% | SOLD |
| 36 | DECZ | ELEVATION SERIES TRUST | — | 91 | $4K | 0.00% | SOLD |
| 37 | XLK | SELECT SECTOR SPDR TR | — | 18 | $2K | 0.00% | SOLD |
| 38 | PCN | PIMCO CORPORATE & INCM STRG | Financial Services | 200 | $2K | 0.00% | SOLD |
| 39 | FLJJ | AIM ETF PRODUCTS TRUST | — | 59 | $2K | 0.00% | SOLD |
| 40 | — | AIM ETF PRODUCTS TRUST | — | 63 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
77.3%
Healthcare
9.7%
Industrials
6.6%
Financial Services
3.0%
Consumer Cyclical
1.8%
Communication Services
1.0%
Utilities
0.2%
Real Estate
0.1%
Basic Materials
0.1%
Consumer Defensive
0.1%