Boyd Wealth Management
Latest statistics and disclosures from Boyd Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VTV, AGG, SCHF, IJR, and represent 49.38% of Boyd Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$10M), VOO (+$6.8M), SCHE (+$6.2M), IJR, SCHF, AGG, VCLT, HYLB, VB, BIV.
- Started 1 new stock position in IBM.
- Reduced shares in these 10 stocks: SPYG (-$21M), PWZ (-$5.7M), IJH (-$5.6M), SCHG, MGV, IUSG, MUB, VUG, IVV, VXUS.
- Sold out of its positions in IUSG, MUB.
- Boyd Wealth Management was a net seller of stock by $-2.0M.
- Boyd Wealth Management has $161M in assets under management (AUM), dropping by 8.06%.
- Central Index Key (CIK): 0001846114
Tip: Access up to 7 years of quarterly data
Positions held by Boyd Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | +31% | 65k | 436.80 |
|
| Vanguard Index Fds Value Etf (VTV) | 9.4 | $15M | +202% | 101k | 149.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.7 | $14M | +6% | 141k | 99.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.3 | $12M | +29% | 317k | 36.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.4 | $10M | +36% | 95k | 108.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.3 | $10M | -35% | 36k | 277.15 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 5.6 | $9.0M | +224% | 362k | 24.79 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.1 | $8.2M | -71% | 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 | +7% | 94k | 80.15 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 4.5 | $7.2M | +7% | 203k | 35.55 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.9 | $3.1M | -14% | 28k | 109.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $3.0M | +8% | 43k | 70.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $2.9M | -17% | 35k | 82.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $2.3M | +26% | 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 | +6% | 34k | 51.05 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.4M | -11% | 4.5k | 310.88 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.4M | +5% | 27k | 50.58 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.8 | $1.4M | +20% | 35k | 38.81 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.8 | $1.3M | -2% | 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 | +55% | 10k | 76.38 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.4 | $709k | +19% | 8.4k | 84.33 |
|
| Procter & Gamble Company (PG) | 0.4 | $612k | -4% | 4.2k | 146.54 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $604k | 1.5k | 409.48 |
|
|
| Deere & Company (DE) | 0.4 | $567k | -4% | 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 | -7% | 8.5k | 57.96 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $397k | -93% | 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 | -8% | 1.5k | 170.10 |
|
| International Business Machines (IBM) | 0.1 | $218k | NEW | 1.3k | 163.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $218k | -3% | 1.6k | 139.69 |
|
| Origin Materials (ORGN) | 0.0 | $20k | 24k | 0.84 |
|
Past Filings by Boyd Wealth Management
SEC 13F filings are viewable for Boyd Wealth Management going back to 2021
- 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