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Decker Retirement Planning Inc.

SEC CIK
0001975700
最新申報
2026/7/16

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/4/24 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
214
較 2024 年第 4 季 −383
總值
$1.61 億
較 2024 年第 4 季 −$1,175 萬 (−6.8%)
申報日
2025/4/24
SEC
Decker Retirement Planning Inc. 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46436E7180-3 MTH TREASURY806,565$8,120 萬50.6%+806,565新進–
SPYSPDR S&P 500 ETF TrustETF21,238$1,188 萬7.4%−26,554−55.6%減碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF181,357$833.7 萬5.2%+180,844+35,252.2%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF163,725$815.5 萬5.1%+3,944+2.5%加碼–
GILDGilead Sciences, Inc.Stock43,158$483.6 萬3.0%+42,840+13,471.7%加碼歷史
TSLATesla, Inc.Stock12,911$334.6 萬2.1%+1,689+15.1%加碼歷史
TPRTapestry, Inc.COM46,918$330.4 萬2.1%−5,685−10.8%減碼歷史
ACIWAci Worldwide, Inc.Stock59,658$326.4 萬2.0%+59,658新進歷史
AXONAxon Enterprise, Inc.COM6,156$323.8 萬2.0%+1,133+22.6%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF11,771$323.5 萬2.0%−1,450−11.0%減碼–
TPLTexas Pacific Land CorpStock2,060$272.9 萬1.7%+2,060新進歷史
SNEXStoneX Group Inc.COM34,395$262.7 萬1.6%+34,395新進歷史
AGOAssured Guaranty LtdCOM28,970$255.2 萬1.6%+28,970新進歷史
ANIPAni Pharmaceuticals IncCOM26,953$180.5 萬1.1%+26,953新進歷史
VSTVistra Corp.Stock15,257$179.2 萬1.1%−8,653−36.2%減碼歷史
UALUnited Airlines Holdings, Inc.COM25,762$177.9 萬1.1%+7,199+38.8%加碼歷史
PLTRPalantir Technologies Inc.Stock21,019$177.4 萬1.1%−23,891−53.2%減碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU19,384$126.4 萬0.8%+1,315+7.3%加碼–
iShares Russell Top 200 Growth ETF464289438ETF5,602$118.2 萬0.7%+1,000+21.7%加碼–
Vanguard Total Bond Market ETF921937835ETF13,912$102.2 萬0.6%−201−1.4%減碼–
iShares Tr464289420RUS TP200 VL ETF9,483$77.9 萬0.5%+1,720+22.2%加碼–
American Centy ETF Tr025072703INTL EQT ETF8,915$59.1 萬0.4%+631+7.6%加碼–
AMZNAmazon Com IncStock2,823$53.7 萬0.3%−4,027−58.8%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF5,535$51.2 萬0.3%+146+2.7%加碼–
iShares Tr464288877EAFE VALUE ETF8,273$48.8 萬0.3%+2,260+37.6%加碼–
Simplify Exchange Traded Fun82889N699MANAGED FUTURES14,655$43.4 萬0.3%+11,389+348.7%加碼–
iShares Tr464288885EAFE GRWTH ETF4,117$41.2 萬0.3%+764+22.8%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF8,533$39.5 萬0.2%+16+0.2%加碼–
MSFTMicrosoft CorpStock988$37.1 萬0.2%−11,183−91.9%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,699$34.0 萬0.2%+520+23.9%加碼–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC13,710$33.8 萬0.2%+10,558+335.0%加碼–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM18,440$33.5 萬0.2%+14,926+424.8%加碼–
American Centy ETF Tr025072877US SML CP VALU3,640$31.7 萬0.2%+267+7.9%加碼–
IBMInternational Business Machines CorpStock1,230$30.6 萬0.2%−575−31.9%減碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT4,821$29.0 萬0.2%−177−3.5%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,020$27.7 萬0.2%00.0%不變–
iShares Core MSCI Emerging Markets ETF46434G103ETF5,118$27.6 萬0.2%+870+20.5%加碼–
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF9,762$21.4 萬0.1%+7,188+279.3%加碼–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF8,721$19.7 萬0.1%+322+3.8%加碼–
Vanguard Long-Term Treasury ETF92206C847ETF3,398$19.6 萬0.1%+120+3.7%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,275$19.5 萬0.1%+1,243+61.2%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF1,645$19.3 萬0.1%+133+8.8%加碼–
NVDANVIDIA CorpStock1,691$18.3 萬0.1%−9,466−84.8%減碼歷史
AAPLApple Inc.Stock788$17.5 萬0.1%−34,531−97.8%減碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF3,314$16.9 萬0.1%+39+1.2%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,669$15.7 萬0.1%+867+48.1%加碼–
LLYEli Lilly & CoStock154$12.7 萬0.1%−91−37.1%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,525$12.3 萬0.1%+184+13.7%加碼–
Simplify Exchange Traded Fun82889N376DOWNSIDE INTERES1,867$9.99 萬0.1%+1,867新進–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL769$6.45 萬<0.1%+769新進–
METAMeta Platforms, Inc.Stock110$6.34 萬<0.1%−1,473−93.1%減碼歷史
SPDR Series Trust78464A144ST STR CORPO ETF2,047$5.94 萬<0.1%00.0%不變–
iShares Tr464289479CORE LT USDB ETF1,133$5.67 萬<0.1%00.0%不變–
Flexshares Tr33939L662HIG YLD VL ETF1,231$4.97 萬<0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX900$4.49 萬<0.1%+900新進–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF1,223$4.45 萬<0.1%+1,201+5,459.1%加碼–
Vanguard Morningstar Value ETF922908744ETF254$4.39 萬<0.1%−96−27.4%減碼–
BRK.BBerkshire Hathaway IncStock82$4.37 萬<0.1%−418−83.6%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF1,881$4.32 萬<0.1%00.0%不變–
JOBYJoby Aviation, Inc.COMMON STOCK7,000$4.21 萬<0.1%+5,000+250.0%加碼歷史
DDominion Energy, IncStock724$4.06 萬<0.1%−910−55.7%減碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF977$3.95 萬<0.1%+650+198.8%加碼–
AHRAmerican Healthcare REIT, Inc.COM SHS1,288$3.90 萬<0.1%00.0%不變歷史
GEGeneral Electric CoStock189$3.78 萬<0.1%−266−58.5%減碼歷史
JPMJPMorgan Chase & CoStock151$3.70 萬<0.1%−267−63.9%減碼歷史
Vanguard Real Estate ETF922908553ETF405$3.67 萬<0.1%+108+36.4%加碼–
XOMExxonMobil Holdings CorpCOM303$3.61 萬<0.1%−1,391−82.1%減碼歷史
MPCMarathon Petroleum CorpStock241$3.51 萬<0.1%+227+1,621.4%加碼歷史
Schwab US Dividend Equity ETF808524797ETF1,219$3.41 萬<0.1%−1,996−62.1%減碼–
Fidelity MSCI Materials Index ETF316092881ETF689$3.33 萬<0.1%00.0%不變–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF490$3.22 萬<0.1%−141−22.3%減碼–
Fidelity Covington Trust316092873MSCI COMMNTN SVC573$3.22 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Value ETF922908611ETF167$3.11 萬<0.1%−232−58.1%減碼–
NFLXNetflix IncStock33$3.08 萬<0.1%−15−31.3%減碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS364$3.08 萬<0.1%00.0%不變–
Fidelity Covington Trust316092709MSCI INDL INDX434$2.97 萬<0.1%00.0%不變–
Fidelity MSCI Financials Index ETF316092501ETF423$2.94 萬<0.1%00.0%不變–
iShares Tr46429B366CMBS ETF601$2.88 萬<0.1%00.0%不變–
EMREmerson Electric CoStock257$2.82 萬<0.1%−406−61.2%減碼歷史
GOOGLAlphabet Inc.Stock178$2.75 萬<0.1%−681−79.3%減碼歷史
Schwab US Tips ETF808524870ETF989$2.66 萬<0.1%−754−43.3%減碼–
Aim ETF Products Trust00888H877ALLIANZIM US EQT812$2.56 萬<0.1%−6−0.7%減碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF214$2.47 萬<0.1%+214新進–
GOOGAlphabet Inc.Stock156$2.43 萬<0.1%−2,220−93.4%減碼歷史
TAT&T Inc.Stock832$2.35 萬<0.1%−56−6.3%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF317$2.34 萬<0.1%−84−20.9%減碼–
SBUXStarbucks CorpStock231$2.27 萬<0.1%+28+13.8%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF230$2.15 萬<0.1%+230新進–
PVHPVH Corp.COM332$2.15 萬<0.1%+332新進歷史
SPDR Index Shs FDS78463X475ST STR MSCI GLB339$2.12 萬<0.1%+339新進–
DISWalt Disney CoStock194$1.91 萬<0.1%+100+106.4%加碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF277$1.89 萬<0.1%00.0%不變–
Aim ETF Products Trust00888H794ALLIANZIM US EQT631$1.89 萬<0.1%00.0%不變–
Aim ETF Products Trust00888H802ALLIA US JAN ETF556$1.85 萬<0.1%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF142$1.83 萬<0.1%−163−53.4%減碼–
iShares Tr46435G425ESG AWR MSCI USA145$1.77 萬<0.1%00.0%不變–
Fidelity Covington Trust316092857MSCI RL EST ETF638$1.75 萬<0.1%00.0%不變–
SPDR Series Trust78468R200ST STR RATE ETF520$1.60 萬<0.1%−295−36.2%減碼–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR1,122$1.53 萬<0.1%+773+221.5%加碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA693$1.52 萬<0.1%+208+42.9%加碼–

2024 年第 4 季之後清倉(428 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 428 檔。

Decker Retirement Planning Inc. 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
AALAmerican Airlines Group Inc.Stock543,996$948.2 萬5.5%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF33,992$790.4 萬4.6%–
ZIMZIM Integrated Shipping Services Ltd.SHS256,587$550.9 萬3.2%歷史
FTNTFortinet, Inc.Stock50,980$481.7 萬2.8%歷史
CNKCinemark Holdings, Inc.COM152,531$472.5 萬2.7%歷史
ALLAllstate CorpStock24,441$471.2 萬2.7%歷史
DASHDoorDash, Inc.Stock27,266$457.4 萬2.7%歷史
TMUST-Mobile US, Inc.Stock19,746$435.9 萬2.5%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999138,787$345.9 萬2.0%歷史
PCARPaccar IncCOM10,533$109.6 萬0.6%歷史
UNHUnitedHealth Group IncStock1,784$90.2 萬0.5%歷史
ABBVAbbVie Inc.Stock3,079$54.7 萬0.3%歷史
ORCLOracle CorpStock2,902$48.4 萬0.3%歷史
BMYBristol Myers Squibb CoStock8,382$47.4 萬0.3%歷史
MAMastercard IncStock895$47.1 萬0.3%歷史
BACBank of America CorpStock8,255$36.3 萬0.2%歷史
WPMWheaton Precious Metals Corp.COM5,021$28.2 萬0.2%歷史
BABoeing CoStock1,321$23.4 萬0.1%歷史
QCOMQualcomm IncStock1,353$20.8 萬0.1%歷史
MMM3M CoStock1,392$18.0 萬0.1%歷史
HDHome Depot, Inc.Stock459$17.9 萬0.1%歷史
COSTCostco Wholesale CorpStock166$15.2 萬0.1%歷史
CMGChipotle Mexican Grill IncCOM2,500$15.1 萬0.1%歷史
JNJJohnson & JohnsonStock1,027$14.9 萬0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,862$14.5 萬0.1%–
iShares Tr464287150CORE S&P TTL STK1,126$14.5 萬0.1%–
AFLAflac IncStock1,322$13.7 萬0.1%歷史
MSMorgan StanleyStock1,073$13.5 萬0.1%歷史
AMGNAmgen IncStock450$11.7 萬0.1%歷史
KOCoca Cola CoStock1,830$11.4 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF382$10.1 萬0.1%–
RRyder System IncCOM609$9.55 萬0.1%歷史
AVYAvery Dennison CorpCOM500$9.36 萬0.1%歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,240$9.04 萬0.1%–
BSXBoston Scientific CorpStock1,000$8.93 萬0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT486$8.52 萬<0.1%–
iShares Russell 1000 Growth ETF464287614ETF202$8.10 萬<0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT1,000$7.61 萬<0.1%–
PEPPepsiCo IncStock500$7.60 萬<0.1%歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF588$7.03 萬<0.1%–
AUAngloGold Ashanti PLCCOM SHS3,000$6.92 萬<0.1%歷史
ETREntergy CorpCOM892$6.76 萬<0.1%歷史
Vanguard Total World Stock ETF922042742ETF519$6.10 萬<0.1%–
Invesco Exchange Traded FD T46137V597RAFI US 15001,463$6.09 萬<0.1%–
AMDAdvanced Micro Devices IncStock500$6.04 萬<0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT714$5.78 萬<0.1%–
KMIKinder Morgan, Inc.Stock2,000$5.48 萬<0.1%歷史
NVONovo Nordisk A SADR591$5.08 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM218$5.03 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock173$5.02 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock834$4.94 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock535$4.93 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF200$4.81 萬<0.1%–
LINLinde PLCStock112$4.69 萬<0.1%歷史
DFSDiscover Financial ServicesCOM270$4.68 萬<0.1%歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY1,308$4.66 萬<0.1%–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF164$4.59 萬<0.1%–
ProShares Tr74348A467S&P 500 DV ARIST450$4.48 萬<0.1%–
CCitigroup IncStock631$4.44 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP1,006$4.29 萬<0.1%–
VanEck ETF Trust92189F429PREFERRED SECURT2,443$4.21 萬<0.1%–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF1,100$4.12 萬<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF154$3.91 萬<0.1%–
ISRGIntuitive Surgical IncCOM NEW69$3.60 萬<0.1%歷史
Franklin Templeton ETF Tr35473P801US LRG CP MLTFCT610$3.58 萬<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF1,500$3.55 萬<0.1%–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50690$3.45 萬<0.1%–
PAASPan American Silver CorpStock1,598$3.23 萬<0.1%歷史
COFCapital One Financial CorpStock180$3.21 萬<0.1%歷史
WMTWalmart Inc.Stock353$3.19 萬<0.1%歷史
WFCWells Fargo & CompanyStock450$3.16 萬<0.1%歷史
GOGrocery Outlet Holding Corp.COM2,000$3.12 萬<0.1%歷史
ADBEAdobe Inc.Stock70$3.11 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR367$3.11 萬<0.1%歷史
DHRDanaher CorpStock134$3.08 萬<0.1%歷史
WisdomTree Tr97717W760INTL SMCAP DIV479$3.02 萬<0.1%–
Vanguard World FD921910873MEGA CAP INDEX141$3.00 萬<0.1%–
AEMAgnico Eagle Mines LtdStock376$2.94 萬<0.1%歷史
Schwab Emerging Markets Equity ETF808524706ETF1,094$2.91 萬<0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF607$2.90 萬<0.1%–
Vanguard Morningstar Growth ETF922908736ETF68$2.79 萬<0.1%–
EOGEOG Resources IncStock216$2.65 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR162$2.60 萬<0.1%歷史
VVisa Inc.Stock81$2.56 萬<0.1%歷史
ASMLASML Holding NVADR35$2.43 萬<0.1%歷史
iShares S&P 500 Value ETF464287408ETF124$2.37 萬<0.1%–
IBITiShares Bitcoin Trust ETFETF442$2.35 萬<0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF302$2.29 萬<0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF245$2.15 萬<0.1%–
SPDR Series Trust78464A672ST INTER ETF761$2.12 萬<0.1%–
iShares Core S&P 500 ETF464287200ETF36$2.12 萬<0.1%–
Nuveen Calif Select Tax Free67063R103SH BEN INT1,607$2.08 萬<0.1%–
WYWeyerhaeuser CoCOM NEW700$1.97 萬<0.1%歷史
ACHRArcher Aviation Inc.Stock2,000$1.95 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW150$1.91 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF116$1.88 萬<0.1%–
ECLEcolab Inc.Stock80$1.87 萬<0.1%歷史
ROSTRoss Stores, Inc.COM122$1.85 萬<0.1%歷史
WisdomTree Tr97717X131INTL QULTY DIV534$1.83 萬<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF171$1.79 萬<0.1%–