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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
VSTVistra Corp
Recent Activity
New Position
1.92%
$3.296M
23,910 shares@ $137.88 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
1.74%
$2.985M
5,023 shares@ $594.32 avg price
ABTAbbott Labs
Recent Activity
New Position
1.33%
$2.275M
20,111 shares@ $113.11 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
1.05%
$1.802M
18,563 shares@ $97.1 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.88%
$1.503M
6,850 shares@ $219.39 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.87%
$1.498M
11,157 shares@ $134.3 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
New Position
0.71%
$1.206M
18,069 shares@ $66.77 avg price
PCARPaccar Inc
Recent Activity
New Position
0.64%
$1.096M
10,533 shares@ $104.03 avg price
IWYIshares Tr
Recent Activity
New Position
0.63%
$1.083M
4,602 shares@ $235.28 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.59%
$1.015M
14,113 shares@ $71.91 avg price