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Boyd Wealth Management

Latest statistics and disclosures from Boyd Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AGG, SPYG, SCHF, VTV, and represent 58.02% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$9.7M), VOO (+$8.2M), AGG (+$5.5M), IJH (+$5.5M), IAGG (+$5.2M), MUB, SPYX, VTEB, IUSG, SCHF.
Started 3 new stock positions in MUB, IAGG, IUSG.
Reduced shares in these 10 stocks: , VTV (-$5.1M), IJR, SCHE, PWZ, HYLB, IVV, FMHI, IUSV, IEFA.
Sold out of its positions in PWZ, VCLT.
Boyd Wealth Management was a net buyer of stock by $13M.
Boyd Wealth Management has $175M in assets under management (AUM), dropping by 8.87%.
Central Index Key (CIK): 0001846114

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	22.5	$39M	+26%	82k	480.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	11.0	$19M	+39%	197k	97.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	10.9	$19M	+105%	260k	73.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.2	$13M		323k	39.02	View chart
Vanguard Index Fds Value Etf (VTV)	6.4	$11M	-31%	69k	162.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.1	$8.9M		17k	525.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$7.7M	+247%	126k	60.74	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	3.9	$6.9M	-5%	192k	35.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$5.7M	-45%	52k	110.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.9	$5.2M	NEW	103k	49.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.7	$4.8M	-47%	190k	25.25	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.9	$3.4M		28k	119.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$3.2M		35k	92.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$3.2M		43k	74.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.5M		11k	228.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.1M		8.5k	249.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.0M	+15%	39k	50.60	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	1.0	$1.8M	+19%	42k	42.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.5M		4.5k	344.20	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.8	$1.4M		11k	127.12	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.4M		27k	51.60	View chart
Oracle Corporation (ORCL)	0.8	$1.4M		11k	125.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.2M		2.2k	523.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$895k	+16%	12k	75.40	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$870k	-7%	18k	48.18	View chart
Apple (AAPL)	0.4	$742k		4.3k	171.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$729k	-4%	8.1k	90.44	View chart
Procter & Gamble Company (PG)	0.4	$677k		4.2k	162.25	View chart
Amazon (AMZN)	0.4	$659k		3.7k	180.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$656k		1.5k	443.94	View chart
Deere & Company (DE)	0.3	$582k		1.4k	410.74	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$514k	NEW	4.8k	107.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$511k		8.5k	60.30	View chart
Emerson Electric (EMR)	0.3	$454k		4.0k	113.42	View chart
Tesla Motors (TSLA)	0.2	$387k		2.2k	175.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$363k		863.00	420.52	View chart
Exxon Mobil Corporation (XOM)	0.2	$336k		2.9k	116.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$306k		1.5k	200.30	View chart
International Business Machines (IBM)	0.1	$255k		1.3k	190.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$236k		1.6k	150.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$229k	NEW	2.0k	117.20	View chart
Origin Materials (ORGN)	0.0	$12k		24k	0.51	View chart

Past Filings by Boyd Wealth Management

SEC 13F filings are viewable for Boyd Wealth Management going back to 2021

Boyd Wealth Management 2024 Q1 filed April 24, 2024
Boyd Wealth Management 2023 Q4 filed Jan. 31, 2024
Boyd Wealth Management 2023 Q3 filed Oct. 25, 2023
Boyd Wealth Management 2023 Q2 filed July 20, 2023
Boyd Wealth Management 2023 Q1 filed April 20, 2023
Boyd Wealth Management 2022 Q4 filed Jan. 20, 2023
Boyd Wealth Management 2022 Q3 filed Oct. 17, 2022
Boyd Wealth Management 2022 Q2 filed Aug. 3, 2022
Boyd Wealth Management 2022 Q1 filed April 29, 2022
Boyd Wealth Management 2021 Q4 filed Feb. 7, 2022

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