Decker Retirement Planning Inc.

13F filer, CIK 1975700, LEVI, UT

Decker Retirement Planning Inc. reported $160,552,637 across 214 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-24. Its ten largest share positions make up 81.46% of the portfolio.

Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001975700-25-000003

Period: 2025-03-31
Reported value: $161M
Holdings: 214
Top 10 weight: 81.46%
New: 45
Sold out: 428

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SGOVnew	+806,565	$81.2M
GDXadded	+180,844	$8.31M
GILDadded	+42,840	$4.8M
ACIWnew	+59,658	$3.26M
TPLnew	+2,060	$2.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYreduced	-26,554	-$14.9M
AALexited	-543,996	-$9.48M
XLKexited	-33,992	-$7.9M
AAPLreduced	-34,531	-$7.67M
XLYreduced	-36,228	-$7.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001975700-25-000003, largest first. % of portfolio is the value over $160,552,637, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
SGOVISHARES TR	806,565	$81.2M	50.57%	new		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	21,238	$11.9M	7.4%	-26,554		Timeline
GDXVANECK ETF TRUST	181,357	$8.34M	5.19%	+180,844		Timeline
XLFSELECT SECTOR SPDR TR	163,725	$8.16M	5.08%	+3,944		Timeline
GILDGILEAD SCIENCES INC	43,158	$4.84M	3.01%	+42,840		Timeline
TSLATESLA INC	12,911	$3.35M	2.08%	+1,689		Timeline
TPRTAPESTRY INC	46,918	$3.3M	2.06%	-5,685		Timeline
ACIWACI WORLDWIDE INC	59,658	$3.26M	2.03%	new		Timeline
AXONAXON ENTERPRISE INC	6,156	$3.24M	2.02%	+1,133		Timeline
VTIVANGUARD INDEX FDS	11,771	$3.24M	2.02%	-1,450		Timeline
TPLTEXAS PACIFIC LAND CORPORATI	2,060	$2.73M	1.7%	new		Timeline
SNEXSTONEX GROUP INC	34,395	$2.63M	1.64%	new		Timeline
AGOASSURED GUARANTY LTD	28,970	$2.55M	1.59%	new		Timeline
ANIPANI PHARMACEUTICALS INC	26,953	$1.8M	1.12%	new		Timeline
VSTVISTRA CORP	15,257	$1.79M	1.12%	-8,653		Timeline
UALUNITED AIRLS HLDGS INC	25,762	$1.78M	1.11%	+7,199		Timeline
PLTRPALANTIR TECHNOLOGIES INC	21,019	$1.77M	1.1%	-23,891		Timeline
AVLVAMERICAN CENTY ETF TR	19,384	$1.26M	0.79%	+1,315		Timeline
IWYISHARES TR	5,602	$1.18M	0.74%	+1,000		Timeline
BNDVANGUARD BD INDEX FDS	13,912	$1.02M	0.64%	-201		Timeline
IWXISHARES TR	9,483	$779K	0.49%	+1,720		Timeline
AVDEAMERICAN CENTY ETF TR	8,915	$591K	0.37%	+631		Timeline
AMZNAMAZON COM INC	2,823	$537K	0.33%	-4,027		Timeline
BONDPIMCO ETF TR	5,535	$512K	0.32%	+146		Timeline
EFVISHARES TR	8,273	$488K	0.3%	+2,260		Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	14,655	$434K	0.27%	+11,389		Timeline
EFGISHARES TR	4,117	$412K	0.26%	+764		Timeline
VMBSVANGUARD SCOTTSDALE FDS	8,533	$395K	0.25%	+16		Timeline
MSFTMICROSOFT CORP	988	$371K	0.23%	-11,183		Timeline
IWSISHARES TR	2,699	$340K	0.21%	+520		Timeline
BUCKSIMPLIFY EXCHANGE TRADED FUN	13,710	$338K	0.21%	+10,558		Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	18,440	$335K	0.21%	+14,926		Timeline
AVUVAMERICAN CENTY ETF TR	3,640	$317K	0.2%	+267		Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,230	$306K	0.19%	-575		Timeline
AVEMAMERICAN CENTY ETF TR	4,821	$290K	0.18%	-177		Timeline
BILSPDR SERIES TRUST	3,020	$277K	0.17%	0		Timeline
IEMGISHARES INC	5,118	$276K	0.17%	+870		Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	9,762	$214K	0.13%	+7,188		Timeline
SPLBSPDR SERIES TRUST	8,721	$197K	0.12%	+322		Timeline
VGLTVANGUARD SCOTTSDALE FDS	3,398	$196K	0.12%	+120		Timeline
VGITVANGUARD SCOTTSDALE FDS	3,275	$195K	0.12%	+1,243		Timeline
IWPISHARES TR	1,645	$193K	0.12%	+133		Timeline
NVDANVIDIA CORPORATION	1,691	$183K	0.11%	-9,466		Timeline
AAPLAPPLE INC	788	$175K	0.11%	-34,531		Timeline
USIGISHARES TR	3,314	$169K	0.11%	+39		Timeline
VGSHVANGUARD SCOTTSDALE FDS	2,669	$157K	0.1%	+867		Timeline
LLYELI LILLY & CO	154	$127K	0.08%	-91		Timeline
VTWOVANGUARD SCOTTSDALE FDS	1,525	$123K	0.08%	+184		Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUN	1,867	$99.9K	0.06%	new		Timeline
VIOVVANGUARD ADMIRAL FDS INC	769	$64.5K	0.04%	new		Timeline
METAMETA PLATFORMS INC	110	$63.4K	0.04%	-1,473		Timeline
SPBOSPDR SERIES TRUST	2,047	$59.4K	0.04%	0		Timeline
ILTBISHARES TR	1,133	$56.6K	0.04%	0		Timeline
HYGVFLEXSHARES TR	1,231	$49.7K	0.03%	0		Timeline
VTIPVANGUARD MALVERN FDS	900	$44.9K	0.03%	new		Timeline
SPDWSPDR INDEX SHS FDS	1,223	$44.5K	0.03%	+1,201		Timeline
VTVVANGUARD INDEX FDS	254	$43.9K	0.03%	-96		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	82	$43.7K	0.03%	-418		Timeline
GOVTISHARES TR	1,881	$43.2K	0.03%	0		Timeline
JOBYJOBY AVIATION INC	7,000	$42.1K	0.03%	+5,000		Timeline
DDOMINION ENERGY INC	724	$40.6K	0.03%	-910		Timeline
VNQIVANGUARD INTL EQUITY INDEX F	977	$39.5K	0.02%	+650		Timeline
AHRAMERICAN HEALTHCARE REIT INC	1,288	$39K	0.02%	0		Timeline
GEGE AEROSPACE	189	$37.8K	0.02%	-266		Timeline
JPMJPMORGAN CHASE & CO	151	$37K	0.02%	-267		Timeline
VNQVANGUARD INDEX FDS	405	$36.7K	0.02%	+108		Timeline
XOMEXXON MOBIL CORP	303	$36.1K	0.02%	-1,391		Timeline
MPCMARATHON PETE CORP	241	$35.1K	0.02%	+227		Timeline
SCHDSCHWAB STRATEGIC TR	1,219	$34.1K	0.02%	-1,996		Timeline
FMATFIDELITY COVINGTON TRUST	689	$33.3K	0.02%	0		Timeline
SPYMSPDR SERIES TRUST	490	$32.2K	0.02%	-141		Timeline
FCOMFIDELITY COVINGTON TRUST	573	$32.2K	0.02%	0		Timeline
VBRVANGUARD INDEX FDS	167	$31.1K	0.02%	-232		Timeline
NFLXNETFLIX INC.	33	$30.8K	0.02%	-15		Timeline
FDISFIDELITY COVINGTON TRUST	364	$30.8K	0.02%	0		Timeline
FIDUFIDELITY COVINGTON TRUST	434	$29.7K	0.02%	0		Timeline
FNCLFIDELITY COVINGTON TRUST	423	$29.4K	0.02%	0		Timeline
CMBSISHARES TR	601	$28.8K	0.02%	0		Timeline
EMREMERSON ELEC CO	257	$28.2K	0.02%	-406		Timeline
GOOGLALPHABET INC	178	$27.5K	0.02%	-681		Timeline
SCHPSCHWAB STRATEGIC TR	989	$26.6K	0.02%	-754		Timeline
SIXOAIM ETF PRODUCTS TRUST	812	$25.6K	0.02%	-6		Timeline
VSSVANGUARD INTL EQUITY INDEX F	214	$24.7K	0.02%	new		Timeline
GOOGALPHABET INC	156	$24.3K	0.02%	-2,220		Timeline
TAT&T INC	832	$23.5K	0.01%	-56		Timeline
VYMIVANGUARD WHITEHALL FDS	317	$23.4K	0.01%	-84		Timeline
SBUXSTARBUCKS CORP	231	$22.7K	0.01%	+28		Timeline
XLESELECT SECTOR SPDR TR	230	$21.5K	0.01%	new		Timeline
PVHPVH CORPORATION	332	$21.5K	0.01%	new		Timeline
SPGMSPDR INDEX SHS FDS	339	$21.2K	0.01%	new		Timeline
DISDISNEY WALT CO	194	$19.1K	0.01%	+100		Timeline
FHLCFIDELITY COVINGTON TRUST	277	$18.9K	0.01%	0		Timeline
DECWAIM ETF PRODUCTS TRUST	631	$18.9K	0.01%	0		Timeline
JANWAIM ETF PRODUCTS TRUST	556	$18.5K	0.01%	0		Timeline
VYMVANGUARD WHITEHALL FDS	142	$18.3K	0.01%	-163		Timeline
ESGUISHARES TR	145	$17.7K	0.01%	0		Timeline
FRELFIDELITY COVINGTON TRUST	638	$17.5K	0.01%	0		Timeline
FLRNSPDR SERIES TRUST	520	$16K	0.01%	-295		Timeline
BBVABANCO BILBAO VIZCAYA ARGENTA	1,122	$15.3K	0.01%	+773		Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	693	$15.2K	0.01%	+208		Timeline
IGSBISHARES TR	283	$14.8K	0.01%	0		Timeline
CVXCHEVRON CORPORATION	86	$14.4K	0.01%	-588		Timeline
BJBJS WHSL CLUB HLDGS INC	124	$14.1K	0.01%	0		Timeline
COINCOINBASE GLOBAL INC	80	$13.8K	0.01%	new		Timeline
OCTWAIM ETF PRODUCTS TRUST	381	$13.4K	0.01%	-4		Timeline
USXFISHARES TR	277	$12.9K	0.01%	0		Timeline
ICEINTERCONTINENTAL EXCHANGE IN	73	$12.6K	0.01%	0		Timeline
VOOVANGUARD INDEX FDS	23	$11.9K	0.01%	-672		Timeline
HDVISHARES TR	98	$11.9K	0.01%	-24		Timeline
MNSTMONSTER BEVERAGE CORP NEW	197	$11.5K	0.01%	-26		Timeline
IDLVINVESCO EXCH TRADED FD TR II	378	$11.5K	0.01%	-102		Timeline
VIGVANGUARD SPECIALIZED FUNDS	58	$11.3K	0.01%	-293		Timeline
DGROISHARES TR	182	$11.2K	0.01%	-47		Timeline
VIGIVANGUARD WHITEHALL FDS	134	$11.1K	0.01%	-35		Timeline
SPYDSPDR SERIES TRUST	250	$11.1K	0.01%	-62		Timeline
MCDMCDONALDS CORP	35	$10.9K	0.01%	-796		Timeline
ABTABBOTT LABORATORIES	82	$10.9K	0.01%	-20,029		Timeline
EDVVANGUARD WORLD FD	151	$10.7K	0.01%	-36		Timeline
TYASIMPLIFY EXCHANGE TRADED FUN	796	$10.5K	0.01%	+344		Timeline
CRMSALESFORCE INC	39	$10.5K	0.01%	-2		Timeline
RTXRTX CORPORATION	75	$9.94K	0.01%	-51		Timeline
GLDSPDR GOLD TR	34	$9.8K	0.01%	new		Timeline
KKELLANOVA	116	$9.57K	0.01%	new		Timeline
ADIANALOG DEVICES INC	46	$9.28K	0.01%	-3		Timeline
GDECFIRST TR EXCHNG TRADED FD VI	276	$9.14K	0.01%	0		Timeline
USHYISHARES TR	233	$8.58K	0.01%	-1,230		Timeline
USBUS BANCORP	200	$8.44K	0.01%	new		Timeline
CFGCITIZENS FINL GROUP INC	205	$8.4K	0.01%	0		Timeline
RVTYREVVITY INC	77	$8.15K	0.01%	0		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	16	$7.96K	<0.01%	-67		Timeline
ESGDISHARES TR	93	$7.6K	<0.01%	0		Timeline
PGPROCTER & GAMBLE CO	43	$7.33K	<0.01%	-518		Timeline
HBANHUNTINGTON BANCSHARES INC	488	$7.33K	<0.01%	-4,018		Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	269	$7.31K	<0.01%	0
SEIXVIRTUS ETF TR II	300	$7.08K	<0.01%	0		Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDI	166	$6.67K	<0.01%	new		Timeline
ESMLISHARES TR	170	$6.53K	<0.01%	0		Timeline
OMCOMNICOM GROUP INC	77	$6.38K	<0.01%	0		Timeline
EUSBISHARES TR	145	$6.28K	<0.01%	0		Timeline
QBERELEVATION SERIES TRUST	248	$6.16K	<0.01%	0		Timeline
SCHXSCHWAB STRATEGIC TR	273	$6.02K	<0.01%	+184		Timeline
TXTTEXTRON INC	81	$5.85K	<0.01%	0		Timeline
UBERUBER TECHNOLOGIES INC	79	$5.76K	<0.01%	0		Timeline
RFREGIONS FINANCIAL CORP NEW	259	$5.63K	<0.01%	0		Timeline
BENFRANKLIN TEMPLETON INC	281	$5.41K	<0.01%	0		Timeline
DMXFISHARES TR	78	$5.25K	<0.01%	0		Timeline
JULUAIM ETF PRODUCTS TRUST	199	$5.08K	<0.01%	new		Timeline
BILZPIMCO ETF TR	50	$5.06K	<0.01%	-42		Timeline
QSQUANTUMSCAPE CORP	1,200	$4.99K	<0.01%	new		Timeline
MRKMERCK & CO INC	55	$4.94K	<0.01%	-509		Timeline
DOWDOW HLDGS INC	130	$4.54K	<0.01%	-547		Timeline
LISTED FD TRLISTED FD TR	118	$4.23K	<0.01%	0
QBULELEVATION SERIES TRUST	164	$4.08K	<0.01%	0		Timeline
LISTED FD TRLISTED FD TR	109	$4.07K	<0.01%	new
SIXJAIM ETF PRODUCTS TRUST	135	$4.04K	<0.01%	new		Timeline
SSRMSSR MINING IN	379	$3.8K	<0.01%	new		Timeline
RLRALPH LAUREN CORP	17	$3.75K	<0.01%	new		Timeline
AVGOBROADCOM INC	22	$3.68K	<0.01%	-838		Timeline
CEGCONSTELLATION ENERGY CORP	18	$3.63K	<0.01%	-53		Timeline
NEMNEWMONT CORP	71	$3.43K	<0.01%	0		Timeline
DXCMDEXCOM INC	50	$3.42K	<0.01%	new		Timeline
CRSPCRISPR THERAPEUTICS AG	100	$3.4K	<0.01%	new		Timeline
DSXDIANA SHIPPING INC	2,100	$3.28K	<0.01%	new		Timeline
SILASILA REALTY TRUST INC	113	$3.02K	<0.01%	0		Timeline
HYSABONDBLOXX ETF TRUST	200	$3K	<0.01%	-50		Timeline
LUCID GROUP INCLUCID GROUP INC	1,200	$2.9K	<0.01%	new
GEVGE VERNOVA INC	9	$2.75K	<0.01%	-56		Timeline
GIIIG III APPAREL GROUP LTD	99	$2.71K	<0.01%	new		Timeline
MDTMEDTRONIC PLC	30	$2.7K	<0.01%	-74		Timeline
DSIISHARES TR	24	$2.46K	<0.01%	0		Timeline
AGNCAGNC INVT CORP	250	$2.4K	<0.01%	-449		Timeline
LISTED FD TRLISTED FD TR	69	$2.09K	<0.01%	0
LISTED FD TRLISTED FD TR	63	$2.08K	<0.01%	0
LISTED FDS TRLISTED FDS TR	54	$2.08K	<0.01%	0
LISTED FD TRLISTED FD TR	52	$2.07K	<0.01%	0
LISTED FD TRLISTED FD TR	63	$2.06K	<0.01%	0
PATHUIPATH INC	200	$2.06K	<0.01%	+95		Timeline
LISTED FDS TRLISTED FDS TR	53	$2K	<0.01%	0
XLYSELECT SECTOR SPDR TR	10	$1.98K	<0.01%	-36,228		Timeline
DXDYNEX CAP INC	150	$1.95K	<0.01%	-100		Timeline
PRCTPROCEPT BIOROBOTICS CORP	30	$1.75K	<0.01%	new		Timeline
SUSBISHARES TR	69	$1.72K	<0.01%	0		Timeline
ESGEISHARES INC	48	$1.68K	<0.01%	0		Timeline
GFIGOLD FIELDS LTD	73	$1.61K	<0.01%	new		Timeline
RXRXRECURSION PHARMACEUTICALS IN	300	$1.59K	<0.01%	-3,564		Timeline
IOOISHARES TR	16	$1.54K	<0.01%	0		Timeline
HOODROBINHOOD MKTS INC	35	$1.46K	<0.01%	new		Timeline
ACMRACM RESH INC	62	$1.45K	<0.01%	new		Timeline
QQQINVESCO QQQ TR	3	$1.41K	<0.01%	-12,499		Timeline
NXENEXGEN ENERGY LTD	300	$1.35K	<0.01%	new		Timeline
WBDWARNER BROS DISCOVERY INC	122	$1.31K	<0.01%	+1		Timeline
DIASTATE STR SPDR DOW JONES IND	3	$1.26K	<0.01%	-30		Timeline
IMCBISHARES TR	17	$1.26K	<0.01%	0		Timeline
NFGNATIONAL FUEL GAS CO	15	$1.19K	<0.01%	new		Timeline
MRPMILLROSE PPTYS INC	40	$1.06K	<0.01%	new		Timeline
SCHASCHWAB STRATEGIC TR	38	$890	<0.01%	-536		Timeline
SPEMSPDR INDEX SHS FDS	22	$866	<0.01%	0		Timeline
TEAMATLASSIAN CORPORATION	4	$849	<0.01%	-17,969		Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	10	$807	<0.01%	-60		Timeline
ENSENERSYS	8	$733	<0.01%	new		Timeline
IDEVISHARES TR	10	$689	<0.01%	new		Timeline
WK KELLOGG COWK KELLOGG CO	28	$558	<0.01%	new
CRTOCRITEO S A	13	$460	<0.01%	+7		Timeline
DNOWDNOW INC	25	$427	<0.01%	new		Timeline
AIC3 AI INC	20	$421	<0.01%	-250		Timeline
FLYUBANK OF MONTREAL	11	$396	<0.01%	0		Timeline
KRPKIMBELL RTY PARTNERS LP	17	$238	<0.01%	new		Timeline
NBISNEBIUS GROUP N.V.	10	$211	<0.01%	new		Timeline
FTXOFIRST TR EXCHANGE TRADED FD	4	$122	<0.01%	0		Timeline
BIVVANGUARD BD INDEX FDS	1	$62	<0.01%	new		Timeline
SBRSABINE RTY TR	0	$23	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
DWXSPDR INDEX SHS FDS	0	$16	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
VWOVANGUARD INTL EQUITY INDEX F	0	$10	<0.01%	-947	Amount filed as zero, left out of ratios.	Timeline
BSVVANGUARD BD INDEX FDS	0	$6	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 428. All 428

Security	Shares before	Value before	Type
AALAMERICAN AIRLINES GROUP INC	543,996	$9.48M	shares
XLKSELECT SECTOR SPDR TR	33,992	$7.9M	shares
ZIMZIM INTEGRATED SHIPPING SERV	256,587	$5.51M	shares
FTNTFORTINET INC	50,980	$4.82M	shares
CNKCINEMARK HLDGS INC	152,531	$4.73M	shares
ALLALLSTATE CORP	24,441	$4.71M	shares
DASHDOORDASH INC	27,266	$4.57M	shares
TMUST-MOBILE US INC	19,746	$4.36M	shares
CCLCARNIVAL CORP	138,787	$3.46M	shares
PCARPACCAR INC	10,533	$1.1M	shares
UNHUNITEDHEALTH GROUP INC	1,784	$902K	shares
ABBVABBVIE INC	3,079	$547K	shares
ORCLORACLE CORP	2,902	$484K	shares
BMYBRISTOL-MYERS SQUIBB CO	8,382	$474K	shares
MAMASTERCARD INCORPORATED	895	$471K	shares
BACBANK OF AMER CORP	8,255	$363K	shares
WPMWHEATON PRECIOUS METALS CORP	5,021	$282K	shares
BABOEING CO	1,321	$234K	shares
QCOMQUALCOMM INC	1,353	$208K	shares
MMM3M CO	1,392	$180K	shares
HDHOME DEPOT INC	459	$179K	shares
COSTCOSTCO WHOLESALE CORPORATION	166	$152K	shares
CMGCHIPOTLE MEXICAN GRILL INC	2,500	$151K	shares
JNJJOHNSON & JOHNSON	1,027	$149K	shares
VCSHVANGUARD SCOTTSDALE FDS	1,862	$145K	shares
ITOTISHARES TR	1,126	$145K	shares
AFLAFLAC INC	1,322	$137K	shares
MSMORGAN STANLEY	1,073	$135K	shares
AMGNAMGEN INC	450	$117K	shares
KOCOCA COLA CO	1,830	$114K	shares
VOVANGUARD INDEX FDS	382	$101K	shares
RRYDER SYS INC	609	$95.5K	shares
AVYAVERY DENNISON CORP	500	$93.6K	shares
PRFINVESCO EXCHANGE TRADED FD T	2,240	$90.4K	shares
BSXBOSTON SCIENTIFIC CORP	1,000	$89.3K	shares
RSPINVESCO EXCHANGE TRADED FD T	486	$85.2K	shares
IWFISHARES TR	202	$81K	shares
ONEQFIDELITY COMWLTH TR	1,000	$76.1K	shares
PEPPEPSICO INC	500	$76K	shares
FPXFIRST TR EXCHANGE-TRADED FD	588	$70.3K	shares
AUANGLOGOLD ASHANTI PLC	3,000	$69.2K	shares
ETRENTERGY CORP NEW	892	$67.6K	shares
VTVANGUARD INTL EQUITY INDEX F	519	$61K	shares
PRFZINVESCO EXCHANGE TRADED FD T	1,463	$60.9K	shares
AMDADVANCED MICRO DEVICES INC	500	$60.4K	shares
DGRWWISDOMTREE TR	714	$57.8K	shares
KMIKINDER MORGAN INC DEL	2,000	$54.8K	shares
NVONOVO-NORDISK A S	591	$50.8K	shares
RCLROYAL CARIBBEAN GROUP	218	$50.3K	shares
APDAIR PRODUCTS AND CHEMICALS I	173	$50.2K	shares
CSCOCISCO SYS INC	834	$49.4K	shares
AEPAMERICAN ELEC PWR CO INC	535	$49.3K	shares
VBVANGUARD INDEX FDS	200	$48.1K	shares
LINLINDE PLC	112	$46.9K	shares
DISCOVER FINL SVCSDISCOVER FINL SVCS	270	$46.8K	shares
EMLPFIRST TR EXCHANGE-TRADED FD	1,308	$46.6K	shares
VBKVANGUARD INDEX FDS	164	$45.9K	shares
NOBLPROSHARES TR	450	$44.8K	shares
CCITIGROUP INC	631	$44.4K	shares
SHYGISHARES TR	1,006	$42.9K	shares
PFXFVANECK ETF TRUST	2,443	$42.1K	shares
RSPTINVESCO EXCHANGE TRADED FD T	1,100	$41.2K	shares
VOTVANGUARD INDEX FDS	154	$39.1K	shares
ISRGINTUITIVE SURGICAL INC	69	$36K	shares
FLQLFRANKLIN TEMPLETON ETF TR	610	$35.8K	shares
FNDXSCHWAB STRATEGIC TR	1,500	$35.5K	shares
XLGINVESCO EXCHANGE TRADED FD T	690	$34.5K	shares
PAASPAN AMERN SILVER CORP	1,598	$32.3K	shares
COFCAPITAL ONE FINL CORP	180	$32.1K	shares
WMTWALMART INC	353	$31.9K	shares
WFCWELLS FARGO & CO	450	$31.6K	shares
GOGROCERY OUTLET HLDG CORP	2,000	$31.2K	shares
ADBEADOBE INC	70	$31.1K	shares
BABAALIBABA GROUP HLDG LTD	367	$31.1K	shares
DHRDANAHER CORP DEL	134	$30.8K	shares
DLSWISDOMTREE TR	479	$30.2K	shares
MGCVANGUARD WORLD FD	141	$30K	shares
AEMAGNICO EAGLE MINES LTD	376	$29.4K	shares
SCHESCHWAB STRATEGIC TR	1,094	$29.1K	shares
VEAVANGUARD TAX-MANAGED FDS	607	$29K	shares
VUGVANGUARD INDEX FDS	68	$27.9K	shares
EOGEOG RES INC	216	$26.5K	shares
TRITHOMSON REUTERS CORP	162	$26K	shares
VVISA INC	81	$25.6K	shares
ASMLASML HLDG NV	35	$24.3K	shares
IVEISHARES TR	124	$23.7K	shares
IBITISHARES BITCOIN TRUST ETF	442	$23.5K	shares
XLUSELECT SECTOR SPDR TR	302	$22.9K	shares
FTCSFIRST TR EXCHANGE-TRADED FD	245	$21.5K	shares
SPTISPDR SERIES TRUST	761	$21.2K	shares
IVVISHARES TR	36	$21.2K	shares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F	1,607	$20.8K	shares
WYWEYERHAEUSER CO	700	$19.7K	shares
ACHRARCHER AVIATION INC	2,000	$19.5K	shares
DEODIAGEO PLC	150	$19.1K	shares
VOEVANGUARD INDEX FDS	116	$18.8K	shares
ECLECOLAB INC	80	$18.7K	shares
ROSTROSS STORES INC	122	$18.5K	shares
IQDGWISDOMTREE TR	534	$18.3K	shares
XHBSPDR SERIES TRUST	171	$17.9K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001975700-25-000003	base		2025-04-24	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC