Scott Boyce

@Decker Retirement Planning Inc.

Latest period2024 - Q4

Reported4d 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
BILSpdr Ser Tr Recent Activity New Position	0.17%	$276,119 3,020 shares@ $91.44 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.14%	$240,899 831 shares@ $289.9 avg price	New Position
BABoeing Co Recent Activity New Position	0.14%	$233,817 1,321 shares@ $177.0 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.14%	$226,640 500 shares@ $453.28 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.13%	$221,831 4,248 shares@ $52.23 avg price	New Position
QCOMQualcomm Inc Recent Activity New Position	0.13%	$207,848 1,353 shares@ $153.63 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.12%	$199,382 860 shares@ $231.84 avg price	New Position
IWPIshares Tr Recent Activity New Position	0.12%	$191,646 1,512 shares@ $126.75 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.11%	$189,140 245 shares@ $772.0 avg price	New Position
SPLBSpdr Ser Tr Recent Activity New Position	0.11%	$186,710 8,399 shares@ $22.24 avg price	New Position