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