Decker Retirement Planning Inc.
CIK 1975700 · Holdings on Jun 30, 2026 · First reported Jul 16, 2026
Top ten holdings
Q2 2026- SGOV26.04%
- TAN4.29%
- XLE4.14%
- JEPI3.71%
- ESGU3.27%
- VTI3.04%
- MRVL2.38%
- USXF2.34%
- ARM2.29%
- SMH2.16%
Share classes counted separately53.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight increased · +8.55 pp17.49% → 26.04%Shares +376.19K (+98.08%)
- SMHWeight increased · +2.15 pp0.01% → 2.16%Shares +9.60K (+12796.00%)
- STXWeight decreased · -1.63 pp3.52% → 1.89%Shares -14.07K (-71.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $76.48M | 26.04% | 759.73K shares | 17.49% → 26.04%+8.55 pp +376.19K (+98.08%) | Added | ▾ |
| 02 | TANINVESCO SOLAR ETFSOLAR ETF View history and evidence | $12.59M | 4.29% | 212.82K shares | 4.42% → 4.29%-0.13 pp +37.89K (+21.66%) | Added | ▾ |
| 03 | XLESS ENERGY SELECT SECTORST STR ENERG ETF View history and evidence | $12.16M | 4.14% | 228.90K shares | 4.53% → 4.14%-0.39 pp +65.74K (+40.29%) | Added | ▾ |
| 04 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $10.90M | 3.71% | 193.04K shares | 3.63% → 3.71%+0.08 pp +51.53K (+36.41%) | Added | ▾ |
| 05 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $9.59M | 3.27% | 58.58K shares | 3.25% → 3.27%+0.02 pp +7.83K (+15.44%) | Added | ▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $8.94M | 3.04% | 24.15K shares | 3.11% → 3.04%-0.07 pp +2.75K (+12.86%) | Added | ▾ |
| 07 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $6.99M | 2.38% | 23.46K shares | Prior unavailable +23.46K | New | ▾ |
| 08 | USXFISHARES ESG ADVANCE MSCI USAESG MSCI USA ETF View history and evidence | $6.88M | 2.34% | 99.06K shares | 2.34% → 2.34%+0.00 pp +5.65K (+6.05%) | Added | ▾ |
| 09 | ARMARM HOLDINGS PLC-ADRSPONSORED ADS View history and evidence | $6.72M | 2.29% | 18.95K shares | Prior unavailable +18.95K | New | ▾ |
| 10 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $6.34M | 2.16% | 9.67K shares | 0.01% → 2.16%+2.15 pp +9.60K (+12796.00%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 49
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AGRO ADECOAGRO SA | Non-derivative | -308,170 | -$4.63M | SEC filing ↗ | SEC filing ↗ |
| ASML ASML HOLDING NV-NY REG SHS | Non-derivative | -3,202 | -$4.23M | SEC filing ↗ | SEC filing ↗ |
| PLAB PHOTRONICS INC | Non-derivative | -97,385 | -$3.94M | SEC filing ↗ | SEC filing ↗ |
3 / 49 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1975700 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 293664242
}Research all 441 reported holdings.
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