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Scott Boyce

Decker Retirement Planning Inc.

Assets Managed
$220.724M
Holdings
284
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
9.74%(2Q avg: 10.19%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Decker Retirement Planning Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 284 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 220.724M in assets, with a quarterly growth rate of 9.74% and a 2-quarter average growth rate of 10.19%. The portfolio is managed by Scott Boyce, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 36.59%
17.5%
$38.607M
383,541 shares@ $100.67 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
4.53%
$9.995M
163,165 shares@ $61.27 avg price
MU
Micron Technology Inc
Recent Activity
Increased 61.54%
4.5%
$9.927M
29,385 shares@ $337.85 avg price
TAN
Invesco Solar Etf
Recent Activity
New Position
4.42%
$9.745M
174,929 shares@ $55.72 avg price
LRCX
Lam Research Corp
Recent Activity
Increased 49.62%
3.93%
$8.674M
40,599 shares@ $213.66 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 69.93%
3.64%
$8.021M
141,514 shares@ $56.69 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -2.91%
3.52%
$7.761M
19,811 shares@ $391.77 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Increased 12.61%
3.26%
$7.177M
50,748 shares@ $141.42 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 14.63%
3.12%
$6.865M
21,399 shares@ $320.81 avg price
USXF
Ishares Esg Advance Msci Usa
Recent Activity
Increased 12.24%
2.34%
$5.156M
93,408 shares@ $55.2 avg price

1-10 of 284