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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
IBMInternational Business Machs
Recent Activity
New Position
0.24%
$396,793
1,805 shares@ $219.83 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
New Position
0.23%
$386,169
8,517 shares@ $45.35 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.22%
$374,699
695 shares@ $539.14 avg price
BACBank America Corp
Recent Activity
New Position
0.22%
$362,807
8,255 shares@ $43.95 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.19%
$325,596
3,373 shares@ $96.54 avg price
EFGIshares Tr
Recent Activity
New Position
0.19%
$324,671
3,353 shares@ $96.84 avg price
EFVIshares Tr
Recent Activity
New Position
0.19%
$315,502
6,013 shares@ $52.47 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
0.18%
$293,832
4,998 shares@ $58.79 avg price
WPMWheaton Precious Metals Corp
Recent Activity
New Position
0.17%
$282,381
5,021 shares@ $56.24 avg price
IWSIshares Tr
Recent Activity
New Position
0.17%
$281,832
2,179 shares@ $129.35 avg price