Boyd Wealth Management

Boyd Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 42 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.9 $21M 219k 96.34
Spdr Ser Tr Portfli Intrmdit (SPTI) 13.5 $17M 601k 28.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.1 $11M 35k 328.31
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.5 $11M 232k 46.10
Vanguard Index Fds Value Etf (VTV) 6.8 $8.5M 69k 123.47
Ishares Tr Core S&p Mcp Etf (IJH) 6.1 $7.7M 35k 219.26
Ishares Tr Core S&p500 Etf (IVV) 5.1 $6.3M 18k 358.64
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $6.2M 72k 87.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $5.7M 203k 28.13
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.4 $4.3M 85k 50.10
Ishares Tr Core Msci Eafe (IEFA) 2.7 $3.3M 63k 52.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $2.5M 111k 22.40
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $1.9M 10k 187.94
Ishares Tr National Mun Etf (MUB) 1.5 $1.9M 18k 102.56
Vanguard World Mega Cap Val Etf (MGV) 1.3 $1.7M 19k 89.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $1.6M 28k 55.79
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.1M 13k 84.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.0M 27k 37.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $751k 2.1k 357.28
Vanguard Index Fds Growth Etf (VUG) 0.6 $734k 3.4k 214.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $692k 15k 45.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $688k 9.4k 73.52
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $686k 30k 22.76
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $679k 14k 48.83
Oracle Corporation (ORCL) 0.5 $675k 11k 61.05
Apple (AAPL) 0.5 $614k 4.4k 138.13
Tesla Motors (TSLA) 0.5 $577k 2.2k 265.29
Ishares Core Msci Emkt (IEMG) 0.4 $545k 13k 42.94
Procter & Gamble Company (PG) 0.4 $542k 4.3k 126.25
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.4 $525k 6.0k 87.19
Deere & Company (DE) 0.4 $496k 1.5k 333.78
Vanguard Index Fds Small Cp Etf (VB) 0.3 $414k 2.4k 170.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $392k 1.5k 267.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $387k 5.2k 74.19
Amazon (AMZN) 0.3 $382k 3.4k 113.02
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $327k 5.2k 62.51
Emerson Electric (EMR) 0.2 $293k 4.0k 73.25
Exxon Mobil Corporation (XOM) 0.2 $242k 2.8k 87.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $230k 863.00 266.51
Select Sector Spdr Tr Energy (XLE) 0.2 $216k 3.0k 72.00
Origin Materials (ORGN) 0.1 $124k 24k 5.18
Vistagen Therapeutics Com New 0.0 $2.0k 12k 0.16