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
ITOTIshares Tr Recent Activity New Position	0.09%	$144,826 1,126 shares@ $128.62 avg price	New Position
AFLAflac Inc Recent Activity New Position	0.08%	$136,748 1,322 shares@ $103.45 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.08%	$134,839 1,073 shares@ $125.67 avg price	New Position
VTWOVanguard Scottsdale Fds Recent Activity New Position	0.07%	$119,792 1,341 shares@ $89.34 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.07%	$117,856 2,032 shares@ $58.0 avg price	New Position
AMGNAmgen Inc Recent Activity New Position	0.07%	$117,288 450 shares@ $260.64 avg price	New Position
KOCoca Cola Co Recent Activity New Position	0.07%	$113,936 1,830 shares@ $62.27 avg price	New Position
VGSHVanguard Scottsdale Fds Recent Activity New Position	0.07%	$104,840 1,802 shares@ $58.18 avg price	New Position
VOVanguard Index Fds Recent Activity New Position	0.06%	$100,898 382 shares@ $264.14 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.06%	$100,199 418 shares@ $239.72 avg price	New Position