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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
CNKCinemark Hldgs Inc
Recent Activity
New Position
2.75%
$4.725M
152,531 shares@ $30.98 avg price
ALLAllstate Corp
Recent Activity
New Position
2.74%
$4.712M
24,441 shares@ $192.79 avg price
DASHDoordash Inc
Recent Activity
New Position
2.66%
$4.574M
27,266 shares@ $167.76 avg price
TSLATesla Inc
Recent Activity
New Position
2.64%
$4.532M
11,222 shares@ $403.84 avg price
TEAMAtlassian Corporation
Recent Activity
New Position
2.54%
$4.374M
17,973 shares@ $243.39 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
2.53%
$4.359M
19,746 shares@ $220.74 avg price
VTIVanguard Index Fds
Recent Activity
New Position
2.23%
$3.832M
13,221 shares@ $289.82 avg price
CCLCarnival Corp
Recent Activity
New Position
2.01%
$3.459M
138,787 shares@ $24.92 avg price
TPRTapestry Inc
Recent Activity
New Position
2%
$3.437M
52,603 shares@ $65.34 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
1.98%
$3.397M
44,910 shares@ $75.63 avg price