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
EMREmerson Elec Co Recent Activity New Position	0.05%	$82,166 663 shares@ $123.94 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.05%	$81,035 202 shares@ $401.17 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	0.05%	$79,074 399 shares@ $198.19 avg price	New Position
BUCKSimplify Exchange Traded Fun Recent Activity New Position	0.05%	$77,342 3,152 shares@ $24.54 avg price	New Position
ONEQFidelity Comwlth Tr Recent Activity New Position	0.05%	$76,060 1,000 shares@ $76.06 avg price	New Position
PEPPepsico Inc Recent Activity New Position	0.05%	$76,030 500 shares@ $152.06 avg price	New Position
GEGe Aerospace Recent Activity New Position	0.05%	$75,938 455 shares@ $166.9 avg price	New Position
HBANHuntington Bancshares Inc Recent Activity New Position	0.05%	$73,313 4,506 shares@ $16.28 avg price	New Position
SVOLSimplify Exchange Traded Fun Recent Activity New Position	0.05%	$73,056 3,514 shares@ $20.79 avg price	New Position
FPXFirst Tr Exchange-traded Fd Recent Activity New Position	0.05%	$70,272 588 shares@ $119.52 avg price	New Position