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Scott Boyce

@Decker Retirement Planning Inc.

Latest period2024 - Q4ReportedManaged Assets$172.306MTotal holdings597
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Decker Retirement Planning Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 597 positions.

Assets under management

The assets under management (AUM) of Decker Retirement Planning Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 172.306M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Scott Boyce, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
16.26%
$28.01M
47,792 shares@ $586.09 avg price
AALAmerican Airls Group Inc
Recent Activity
New Position
5.51%
$9.482M
543,996 shares@ $17.43 avg price
AAPLApple Inc
Recent Activity
New Position
5.14%
$8.845M
35,319 shares@ $250.43 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
4.72%
$8.13M
36,238 shares@ $224.36 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
4.59%
$7.904M
33,992 shares@ $232.52 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
4.49%
$7.722M
159,781 shares@ $48.33 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
3.71%
$6.391M
12,502 shares@ $511.24 avg price
ZIMZim Integrated Shipping Serv
Recent Activity
New Position
3.2%
$5.509M
256,587 shares@ $21.48 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
2.98%
$5.13M
12,171 shares@ $421.5 avg price
FTNTFortinet Inc
Recent Activity
New Position
2.8%
$4.817M
50,980 shares@ $94.48 avg price