Boyd Wealth Management

Boyd Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 41 positions in its portfolio as reported in the December 2023 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) 17.6 $28M 65k 436.80
Vanguard Index Fds Value Etf (VTV) 9.4 $15M 101k 149.50
Ishares Tr Core Us Aggbd Et (AGG) 8.7 $14M 141k 99.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.3 $12M 317k 36.96
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $10M 95k 108.25
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $10M 36k 277.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.6 $9.0M 362k 24.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.1 $8.2M 127k 65.06
Ishares Tr Core S&p500 Etf (IVV) 5.0 $8.1M 17k 477.63
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.7 $7.5M 94k 80.15
Dbx Etf Tr Xtrack Usd High (HYLB) 4.5 $7.2M 203k 35.55
Vanguard World Mega Cap Val Etf (MGV) 1.9 $3.1M 28k 109.37
Ishares Tr Core Msci Eafe (IEFA) 1.9 $3.0M 43k 70.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $2.9M 35k 82.96
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.3M 11k 213.33
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.0M 8.5k 232.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.7M 34k 51.05
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.4M 4.5k 310.88
Ishares Core Msci Emkt (IEMG) 0.8 $1.4M 27k 50.58
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.8 $1.4M 35k 38.81
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.3M 11k 115.09
Oracle Corporation (ORCL) 0.7 $1.2M 11k 105.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.0M 2.2k 475.25
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $926k 19k 47.68
Apple (AAPL) 0.5 $831k 4.3k 192.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $780k 10k 76.38
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $709k 8.4k 84.33
Procter & Gamble Company (PG) 0.4 $612k 4.2k 146.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $604k 1.5k 409.48
Deere & Company (DE) 0.4 $567k 1.4k 399.87
Tesla Motors (TSLA) 0.3 $547k 2.2k 248.48
Amazon (AMZN) 0.3 $546k 3.6k 151.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $491k 8.5k 57.96
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $397k 16k 24.98
Emerson Electric (EMR) 0.2 $389k 4.0k 97.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $308k 863.00 356.66
Exxon Mobil Corporation (XOM) 0.2 $289k 2.9k 99.98
JPMorgan Chase & Co. (JPM) 0.2 $260k 1.5k 170.10
International Business Machines (IBM) 0.1 $218k 1.3k 163.55
Alphabet Cap Stk Cl A (GOOGL) 0.1 $218k 1.6k 139.69
Origin Materials (ORGN) 0.0 $20k 24k 0.84