Decker-Retirement-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "HOOD",
  "GDX",
  "NXE",
  null,
  "RF",
  null,
  "ABT",
  "SBR",
  "GOOGL",
  "PRCT",
  null,
  "ANIP",
  "TEAM",
  "T",
  null,
  null,
  null,
  "AVDE",
  "AVGO",
  null,
  "AVEM",
  null,
  null,
  null,
  "CRTO",
  null,
  "KRP",
  "D",
  "RXRX",
  "RL",
  "QS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  "MCD",
  null,
  "BEN",
  null,
  null,
  "GIII",
  "EMR",
  null,
  "ICE",
  "META",
  null,
  null,
  null,
  null,
  null,
  "SSRM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSX",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  "MPC",
  "SILA",
  "MDT",
  "MSFT",
  "DX",
  null,
  null,
  "GE",
  "OMC",
  "EFG",
  "VGIT",
  null,
  "VGSH",
  "IEMG",
  "DOW",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GEHC",
  "PLTR",
  "PG",
  "MRK",
  null,
  null,
  "SCHX",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SBUX",
  "TPR",
  "TMO",
  "UBER",
  "UAL",
  "BIV",
  "VNQ",
  "NEM",
  "AGNC",
  "SNEX",
  "MNST",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "AGO",
  "TXT",
  "ACMR",
  "PATH",
  null,
  "GFI",
  "VYM",
  "AHR",
  "K",
  null,
  "PVH",
  "NFG",
  null,
  "AXON",
  "IWP",
  "IPG",
  "VIGI",
  "AMZN",
  null,
  null,
  "LCID",
  null,
  "ACIW",
  "ESGD",
  "TPL",
  null,
  null,
  "HBAN",
  "USB",
  "VNQI",
  null,
  "VYMI",
  "VGLT",
  "VTWO",
  null,
  "BND",
  "VBR",
  "BSV",
  "VOO",
  "VTV",
  "VST",
  "WBD",
  "KLG",
  null,
  "ENS",
  null,
  "SCHD",
  "SCHA",
  null,
  "CRM",
  "RVTY",
  "DIA",
  null,
  null,
  "GEV",
  "DGRO",
  null,
  "ESGU",
  "BBVA",
  "BRK-B",
  "BJ",
  "AI",
  "CVX",
  "CFG",
  "COIN",
  "CEG",
  "CRDO",
  "CRSP",
  "DXCM",
  "DNOW",
  "ADI",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 214
Total Value: 160552637
Accession Number: 0001975700-25-000003
Form Type: 13F-HR
CIK: decker-retirement-planning
Manager Name: Decker-Retirement-Planning

Data Enrichment

63% identified

134 identified80 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $160.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C706

VGIT|92206C706

Shares:3.3K

Value:$194.5K

% of Portfolio:0.1% ($194.5K/$160.6M)

464287481

IWP|464287481

Shares:1.6K

Value:$193.3K

% of Portfolio:0.1% ($193.3K/$160.6M)

NVIDIA CORP

NVDA|67066G104

Shares:1.7K

Value:$183.3K

% of Portfolio:0.1% ($183.3K/$160.6M)

Apple Inc.

AAPL|037833100

Shares:788

Value:$175.0K

% of Portfolio:0.1% ($175.0K/$160.6M)

464288620

Shares:3.3K

Value:$169.3K

% of Portfolio:0.1% ($169.3K/$160.6M)

92206C102

VGSH|92206C102

Shares:2.7K

Value:$156.6K

% of Portfolio:0.1% ($156.6K/$160.6M)

ELI LILLY & Co

LLY|532457108

Shares:154

Value:$127.2K

% of Portfolio:0.1% ($127.2K/$160.6M)

92206C664

VTWO|92206C664

Shares:1.5K

Value:$123.0K

% of Portfolio:0.1% ($123.0K/$160.6M)

82889N376

Shares:1.9K

Value:$99.9K

% of Portfolio:0.1% ($99.9K/$160.6M)

921932778

Shares:769

Value:$64.5K

% of Portfolio:0.0% ($64.5K/$160.6M)

Meta Platforms, Inc.

META|30303M102

Shares:110

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$160.6M)

78464A144

Shares:2.0K

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$160.6M)

464289479

Shares:1.1K

Value:$56.6K

% of Portfolio:0.0% ($56.6K/$160.6M)

33939L662

Shares:1.2K

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$160.6M)

922020805

Shares:900

Value:$44.9K

% of Portfolio:0.0% ($44.9K/$160.6M)

78463X889

SPDW|78463X889

Shares:1.2K

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$160.6M)

922908744

VTV|922908744

Shares:254

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$160.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:82

Value:$43.7K

% of Portfolio:0.0% ($43.7K/$160.6M)

46429B267

Shares:1.9K

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$160.6M)

Joby Aviation, Inc.

JOBY|G65163100

Shares:7.0K

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$160.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	3.3K	QoQ +61.17% (+1.2K) YoY-	All Managers (Combined)	$194.5K	0.1% ($194.5K/$160.6M)	QoQ +65.06% (+$76.7K) YoY-
(IWPcusip464287481)	1.6K	QoQ +8.79% (+133) YoY-	All Managers (Combined)	$193.3K	0.1% ($193.3K/$160.6M)	QoQ +0.84% (+$1.6K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	1.7K	QoQ -84.84% (-9.5K) YoY-	All Managers (Combined)	$183.3K	0.1% ($183.3K/$160.6M)	QoQ -87.76% (-$1.3M) YoY-
Apple Inc.(AAPLcusip037833100)	788	QoQ -97.76% (-34.5K) YoY-	All Managers (Combined)	$175.0K	0.1% ($175.0K/$160.6M)	QoQ -98.02% (-$8.7M) YoY-
(cusip464288620)✕	3.3K	QoQ +1.19% (+39) YoY-	All Managers (Combined)	$169.3K	0.1% ($169.3K/$160.6M)	QoQ +2.80% (+$4.6K) YoY-
(VGSHcusip92206C102)	2.7K	QoQ +48.11% (+867) YoY-	All Managers (Combined)	$156.6K	0.1% ($156.6K/$160.6M)	QoQ +49.41% (+$51.8K) YoY-
ELI LILLY & Co(LLYcusip532457108)	154	QoQ -37.14% (-91) YoY-	All Managers (Combined)	$127.2K	0.1% ($127.2K/$160.6M)	QoQ -32.75% (-$62.0K) YoY-
(VTWOcusip92206C664)	1.5K	QoQ +13.72% (+184) YoY-	All Managers (Combined)	$123.0K	0.1% ($123.0K/$160.6M)	QoQ +2.67% (+$3.2K) YoY-
(cusip82889N376)✕	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$99.9K	0.1% ($99.9K/$160.6M)	QoQ NEW(+$99.9K) YoY-
(cusip921932778)✕	769	QoQ NEW(+769) YoY-	All Managers (Combined)	$64.5K	0.0% ($64.5K/$160.6M)	QoQ NEW(+$64.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	110	QoQ -93.05% (-1.5K) YoY-	All Managers (Combined)	$63.4K	0.0% ($63.4K/$160.6M)	QoQ -93.15% (-$863.5K) YoY-
(cusip78464A144)✕	2.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$59.4K	0.0% ($59.4K/$160.6M)	QoQ +1.36% (+$798) YoY-
(cusip464289479)✕	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$56.6K	0.0% ($56.6K/$160.6M)	QoQ +2.77% (+$1.5K) YoY-
(cusip33939L662)✕	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$49.7K	0.0% ($49.7K/$160.6M)	QoQ -0.73% (-$369) YoY-
(cusip922020805)✕	900	QoQ NEW(+900) YoY-	All Managers (Combined)	$44.9K	0.0% ($44.9K/$160.6M)	QoQ NEW(+$44.9K) YoY-
(SPDWcusip78463X889)	1.2K	QoQ +5459.09% (+1.2K) YoY-	All Managers (Combined)	$44.5K	0.0% ($44.5K/$160.6M)	QoQ +5829.29% (+$43.8K) YoY-
(VTVcusip922908744)	254	QoQ -27.42% (-96) YoY-	All Managers (Combined)	$43.9K	0.0% ($43.9K/$160.6M)	QoQ -25.94% (-$15.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	82	QoQ -83.60% (-418) YoY-	All Managers (Combined)	$43.7K	0.0% ($43.7K/$160.6M)	QoQ -80.73% (-$183.0K) YoY-
(cusip46429B267)✕	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$43.2K	0.0% ($43.2K/$160.6M)	QoQ +0.02% (+$10) YoY-
Joby Aviation, Inc.(JOBYcusipG65163100)	7.0K	QoQ +250.00% (+5.0K) YoY-	All Managers (Combined)	$42.1K	0.0% ($42.1K/$160.6M)	QoQ +159.16% (+$25.9K) YoY-