Boyd Wealth Management

Boyd Wealth Management as of March 31, 2022

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 39 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 12.7 $17M 158k 107.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.7 $16M 237k 66.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.7 $16M 38k 415.18
Spdr Ser Tr Portfli Intrmdit (SPTI) 11.4 $15M 503k 30.29
Ishares Tr Core S&p500 Etf (IVV) 7.0 $9.4M 21k 453.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.8 $9.1M 247k 36.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 6.5 $8.7M 180k 48.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.1 $6.8M 246k 27.77
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $6.7M 25k 268.36
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $4.2M 39k 107.88
Ishares Tr Core Msci Eafe (IEFA) 3.0 $4.0M 57k 69.50
Vanguard Index Fds Value Etf (VTV) 2.6 $3.5M 24k 147.79
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $2.4M 10k 237.84
Ishares Tr National Mun Etf (MUB) 0.9 $1.3M 12k 109.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.1M 2.5k 451.82
Vanguard Index Fds Growth Etf (VUG) 0.7 $979k 3.4k 287.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $943k 20k 47.35
Oracle Corporation (ORCL) 0.7 $915k 11k 82.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $885k 15k 59.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $841k 11k 74.81
Tesla Motors (TSLA) 0.6 $781k 725.00 1077.24
Procter & Gamble Company (PG) 0.5 $657k 4.3k 152.86
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $641k 13k 49.79
Apple (AAPL) 0.5 $638k 3.7k 174.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $634k 12k 53.87
Deere & Company (DE) 0.5 $617k 1.5k 415.21
Vanguard Index Fds Small Cp Etf (VB) 0.5 $611k 2.9k 212.52
Amazon (AMZN) 0.4 $538k 165.00 3260.61
Ishares Core Msci Emkt (IEMG) 0.4 $492k 8.9k 55.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $412k 1.1k 362.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $404k 3.7k 108.46
Emerson Electric (EMR) 0.3 $392k 4.0k 98.00
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.3 $351k 3.2k 110.87
Ishares Tr Rus Top 200 Etf (IWL) 0.2 $253k 2.3k 108.17
Exxon Mobil Corporation (XOM) 0.2 $229k 2.8k 82.73
Select Sector Spdr Tr Energy (XLE) 0.2 $229k 3.0k 76.33
Pfizer (PFE) 0.2 $221k 4.3k 51.84
JPMorgan Chase & Co. (JPM) 0.2 $208k 1.5k 136.21
Origin Materials (ORGN) 0.1 $158k 24k 6.59