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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
CVXChevron Corp New
Recent Activity
New Position
0.06%
$97,622
674 shares@ $144.84 avg price
RRyder Sys Inc
Recent Activity
New Position
0.06%
$95,528
609 shares@ $156.87 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.06%
$94,052
561 shares@ $167.66 avg price
AVYAvery Dennison Corp
Recent Activity
New Position
0.06%
$93,565
500 shares@ $187.13 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.06%
$91,089
3,266 shares@ $27.9 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
New Position
0.06%
$90,362
2,240 shares@ $40.35 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.06%
$89,320
1,000 shares@ $89.32 avg price
DDominion Energy Inc
Recent Activity
New Position
0.06%
$88,007
1,634 shares@ $53.86 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.06%
$87,828
3,215 shares@ $27.32 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.05%
$85,162
486 shares@ $175.24 avg price