Boyd Wealth Management

Boyd Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 40 positions in its portfolio as reported in the December 2021 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) 15.2 $21M 48k 436.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.4 $18M 474k 38.87
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.5 $13M 180k 72.47
Ishares Tr Core S&p500 Etf (IVV) 7.7 $11M 22k 477.01
Ishares Tr Core S&p Mcp Etf (IJH) 7.5 $10M 36k 283.10
Ishares Tr Core Us Aggbd Et (AGG) 6.5 $9.0M 79k 114.08
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.6 $7.7M 240k 32.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.7 $6.4M 217k 29.62
Ishares Tr Core Msci Eafe (IEFA) 3.5 $4.8M 64k 74.64
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.3 $4.5M 86k 53.02
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.9 $4.0M 79k 50.43
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $3.5M 31k 114.51
Vanguard Index Fds Value Etf (VTV) 2.5 $3.4M 23k 147.12
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $3.1M 27k 115.99
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $2.4M 9.6k 254.76
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.4M 4.3k 320.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.2M 2.5k 475.14
Ishares Tr National Mun Etf (MUB) 0.8 $1.1M 9.4k 116.32
Ishares Tr Core Intl Aggr (IAGG) 0.7 $966k 18k 54.54
Oracle Corporation (ORCL) 0.7 $964k 11k 87.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $942k 15k 63.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $878k 5.4k 163.74
Tesla Motors (TSLA) 0.6 $766k 725.00 1056.55
Procter & Gamble Company (PG) 0.5 $739k 4.5k 163.57
Apple (AAPL) 0.5 $641k 3.6k 177.61
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $620k 5.4k 114.01
Ishares Core Msci Emkt (IEMG) 0.4 $602k 10k 59.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $561k 2.5k 226.21
Amazon (AMZN) 0.4 $527k 158.00 3335.44
Deere & Company (DE) 0.4 $510k 1.5k 343.20
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.3 $477k 4.1k 117.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $455k 4.4k 102.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $452k 1.1k 398.24
Emerson Electric (EMR) 0.3 $372k 4.0k 93.00
McDonald's Corporation (MCD) 0.2 $311k 1.2k 267.87
JPMorgan Chase & Co. (JPM) 0.2 $280k 1.8k 158.37
Pfizer (PFE) 0.2 $249k 4.2k 59.05
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $234k 6.8k 34.65
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $221k 10k 21.34
Origin Materials (ORGN) 0.1 $155k 24k 6.47