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