Boyd Wealth Management

Boyd Wealth Management as of March 31, 2023

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 40 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 11.5 $17M 166k 99.64
Vanguard Index Fds Value Etf (VTV) 11.1 $16M 116k 138.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.9 $16M 42k 376.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.1 $13M 378k 34.80
Ishares Tr Core S&p Scp Etf (IJR) 8.3 $12M 123k 96.70
Dbx Etf Tr Xtrack Usd High (HYLB) 5.9 $8.5M 244k 34.75
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.7 $8.2M 175k 47.16
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $7.8M 31k 250.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.3 $7.7M 313k 24.52
Ishares Tr Core S&p500 Etf (IVV) 4.9 $7.0M 17k 411.08
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.1 $4.4M 80k 55.36
Vanguard World Mega Cap Val Etf (MGV) 2.1 $3.0M 30k 101.02
Ishares Tr Core Msci Eafe (IEFA) 2.0 $2.9M 43k 66.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $2.8M 43k 65.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $1.9M 39k 50.66
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.8M 8.6k 210.92
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.3M 5.1k 249.44
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.1M 12k 97.31
Ishares Core Msci Emkt (IEMG) 0.8 $1.1M 23k 48.79
Oracle Corporation (ORCL) 0.7 $1.0M 11k 92.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $893k 2.2k 409.44
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.6 $831k 17k 49.78
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.6 $818k 25k 33.24
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $753k 16k 46.89
Apple (AAPL) 0.5 $711k 4.3k 164.90
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $707k 9.6k 73.78
Procter & Gamble Company (PG) 0.4 $631k 4.2k 148.69
Deere & Company (DE) 0.4 $614k 1.5k 412.88
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $594k 7.7k 76.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $505k 9.2k 55.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $473k 1.5k 320.86
Tesla Motors (TSLA) 0.3 $456k 2.2k 207.46
Vanguard Index Fds Small Cp Etf (VB) 0.3 $452k 2.4k 189.56
Amazon (AMZN) 0.3 $376k 3.6k 103.29
Emerson Electric (EMR) 0.2 $349k 4.0k 87.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $348k 4.6k 76.22
Exxon Mobil Corporation (XOM) 0.2 $317k 2.9k 109.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $267k 863.00 308.77
Origin Materials (ORGN) 0.1 $102k 24k 4.27
Vistagen Therapeutics Com New 0.0 $1.5k 12k 0.12