Boyd Wealth Management

Boyd Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 42 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 17.7 $26M 445k 59.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.0 $19M 49k 392.70
Ishares Tr Core S&p Mcp Etf (IJH) 9.5 $14M 57k 249.35
Ishares Tr Core Us Aggbd Et (AGG) 8.4 $13M 133k 94.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $8.3M 244k 33.96
Ishares Tr Core S&p500 Etf (IVV) 4.9 $7.4M 17k 429.43
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $6.6M 70k 94.33
Dbx Etf Tr Xtrack Usd High (HYLB) 4.3 $6.4M 189k 33.90
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.2 $6.2M 87k 71.62
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 3.8 $5.7M 243k 23.47
Vanguard Index Fds Value Etf (VTV) 3.1 $4.6M 33k 137.93
Vanguard World Mega Cap Val Etf (MGV) 2.2 $3.3M 33k 101.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $3.1M 42k 72.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $2.7M 112k 23.94
Ishares Tr Core Msci Eafe (IEFA) 1.7 $2.6M 40k 64.35
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $1.8M 8.5k 208.24
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.6M 8.6k 189.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.5M 32k 48.10
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.4M 5.0k 272.31
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 26k 47.59
Oracle Corporation (ORCL) 0.8 $1.2M 11k 105.92
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.2M 11k 103.37
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.7 $1.0M 29k 34.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $940k 2.2k 427.56
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $868k 19k 45.07
Apple (AAPL) 0.5 $739k 4.3k 171.22
Procter & Gamble Company (PG) 0.4 $640k 4.4k 145.86
Deere & Company (DE) 0.4 $561k 1.5k 377.38
Tesla Motors (TSLA) 0.4 $551k 2.2k 250.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $529k 1.5k 358.19
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $526k 7.1k 74.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $490k 9.2k 53.52
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $474k 6.6k 72.31
Amazon (AMZN) 0.3 $462k 3.6k 127.12
Emerson Electric (EMR) 0.3 $386k 4.0k 96.57
Exxon Mobil Corporation (XOM) 0.2 $340k 2.9k 117.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $302k 863.00 350.30
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $288k 3.0k 94.83
Ishares Tr National Mun Etf (MUB) 0.2 $244k 2.4k 102.54
JPMorgan Chase & Co. (JPM) 0.2 $243k 1.7k 145.02
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 1.6k 130.86
Origin Materials (ORGN) 0.0 $31k 24k 1.28