Scott Boyce

@Decker Retirement Planning Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$172.306M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
METAMeta Platforms Inc Recent Activity New Position	0.54%	$926,862 1,583 shares@ $585.51 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.53%	$902,454 1,784 shares@ $505.86 avg price	New Position
IWXIshares Tr Recent Activity New Position	0.36%	$613,510 7,763 shares@ $79.04 avg price	New Position
ABBVAbbvie Inc Recent Activity New Position	0.32%	$547,080 3,079 shares@ $177.69 avg price	New Position
AVDEAmerican Centy Etf Tr Recent Activity New Position	0.3%	$508,389 8,284 shares@ $61.37 avg price	New Position
BONDPimco Etf Tr Recent Activity New Position	0.29%	$487,273 5,389 shares@ $90.42 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.29%	$483,540 2,902 shares@ $166.63 avg price	New Position
BMYBristol-myers Squibb Co Recent Activity New Position	0.28%	$474,085 8,382 shares@ $56.56 avg price	New Position
MAMastercard Incorporated Recent Activity New Position	0.28%	$471,280 895 shares@ $526.57 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.27%	$452,396 2,376 shares@ $190.41 avg price	New Position