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Scott Boyce

Decker Retirement Planning Inc.

Assets Managed
$293.664M
Holdings
441
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
33.05%(2Q avg: 21.39%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Decker Retirement Planning Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 441 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 293.664M in assets, with a quarterly growth rate of 33.05% and a 2-quarter average growth rate of 21.39%. The portfolio is managed by Scott Boyce, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 98.09%
26.05%
$76.482M
759,734 shares@ $100.67 avg price
TAN
Invesco Solar Etf
Recent Activity
Increased 21.67%
4.29%
$12.588M
212,823 shares@ $59.15 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 40.29%
4.14%
$12.157M
228,903 shares@ $53.11 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 36.42%
3.72%
$10.903M
193,043 shares@ $56.48 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Increased 15.44%
3.27%
$9.588M
58,583 shares@ $163.68 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 12.86%
3.05%
$8.937M
24,150 shares@ $370.05 avg price
MRVL
Marvell Technology Inc
Recent Activity
New Position
2.38%
$6.988M
23,459 shares@ $297.9 avg price
USXF
Ishares Esg Advance Msci Usa
Recent Activity
Increased 6.06%
2.35%
$6.88M
99,061 shares@ $69.45 avg price
ARM
Arm Holdings Plc-adr
Recent Activity
New Position
2.29%
$6.72M
18,952 shares@ $354.58 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 12796%
2.17%
$6.344M
9,672 shares@ $655.89 avg price

1-10 of 441