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
XOMExxon Mobil Corp Recent Activity New Position	0.11%	$182,198 1,694 shares@ $107.56 avg price	New Position
VGLTVanguard Scottsdale Fds Recent Activity New Position	0.11%	$181,444 3,278 shares@ $55.36 avg price	New Position
MMM3m Co Recent Activity New Position	0.11%	$179,693 1,392 shares@ $129.09 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.11%	$178,546 459 shares@ $388.99 avg price	New Position
USIGIshares Tr Recent Activity New Position	0.1%	$164,667 3,275 shares@ $50.28 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.1%	$162,609 859 shares@ $189.31 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.09%	$152,101 166 shares@ $916.28 avg price	New Position
CMGChipotle Mexican Grill Inc Recent Activity New Position	0.09%	$150,750 2,500 shares@ $60.3 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.09%	$148,525 1,027 shares@ $144.63 avg price	New Position
VCSHVanguard Scottsdale Fds Recent Activity New Position	0.09%	$145,255 1,862 shares@ $78.02 avg price	New Position