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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, SPYG, SCHF, AGG, VTV, and represent 55.10% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ISTB (+$7.8M), IAGG, IJH, SPYG, VTV, SMMU, VOO, SCHF, EFAX, NVDA.
Started 6 new stock positions in ISTB, NVDA, KO, IAGG, EFAX, SMMU.
Reduced shares in these 10 stocks: , SCHE (-$5.3M), PWZ, IJR, AGG, VTEB, MGV, VB, IEFA, HYLB.
Sold out of its positions in PWZ, VCLT.
Boyd Wealth Management was a net buyer of stock by $5.8M.
Boyd Wealth Management has $197M in assets under management (AUM), dropping by 8.93%.
Central Index Key (CIK): 0001846114

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 48 positions in its portfolio as reported in the September 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)	22.7	$45M		85k	527.67	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	9.1	$18M	+32%	217k	82.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.1	$16M	+3%	387k	41.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.7	$15M	-9%	149k	101.27	View chart
Vanguard Index Fds Value Etf (VTV)	7.6	$15M	+20%	86k	174.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.6	$11M	+71%	177k	62.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$9.5M		17k	576.82	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	4.2	$8.2M		223k	36.92	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	4.0	$7.8M	NEW	161k	48.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.1	$6.1M	-46%	210k	29.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.5	$4.9M	NEW	95k	51.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$4.7M	-24%	41k	116.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$3.6M		35k	104.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.7	$3.4M	-2%	26k	128.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$3.2M		41k	78.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.4M	-2%	10k	237.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.2M		8.5k	263.83	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	1.0	$2.0M		42k	47.25	View chart
Oracle Corporation (ORCL)	1.0	$1.9M		11k	170.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.6M		4.1k	383.93	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.8	$1.5M		11k	140.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.4M	-15%	28k	51.12	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.3M	-3%	22k	57.41	View chart
Apple (AAPL)	0.5	$1.0M	+3%	4.5k	233.01	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$963k	+13%	10k	95.49	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$900k	-2%	18k	49.40	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$881k	NEW	18k	50.50	View chart
Procter & Gamble Company (PG)	0.4	$717k		4.1k	173.20	View chart
Amazon (AMZN)	0.3	$650k		3.5k	186.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$593k	+4%	7.6k	78.37	View chart
Deere & Company (DE)	0.3	$591k		1.4k	417.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$549k		8.5k	64.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$453k		789.00	573.76	View chart
Emerson Electric (EMR)	0.2	$438k		4.0k	109.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$435k	+9%	945.00	460.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$374k	+15%	2.8k	131.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$339k		2.9k	117.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$335k	+8%	3.1k	108.63	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$326k	NEW	7.5k	43.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$322k		1.5k	210.86	View chart
Golub Capital BDC (GBDC)	0.1	$296k		20k	15.11	View chart
International Business Machines (IBM)	0.1	$295k		1.3k	221.08	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$279k		19k	14.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k	+6%	1.7k	165.85	View chart
NVIDIA Corporation (NVDA)	0.1	$207k	NEW	1.7k	121.45	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$202k		10k	19.36	View chart
Coca-Cola Company (KO)	0.1	$201k	NEW	2.8k	71.86	View chart
Origin Materials (ORGN)	0.0	$37k		24k	1.54	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 Q3 filed Oct. 25, 2024
Boyd Wealth Management 2024 Q2 filed July 24, 2024
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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