Boyd Wealth Management

Boyd Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.5 $23M 232k 96.99
Spdr Ser Tr Portfli Intrmdit (SPTI) 10.3 $14M 498k 28.24
Vanguard Index Fds Value Etf (VTV) 9.6 $13M 94k 140.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.3 $11M 244k 46.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.2 $11M 32k 351.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.9 $9.5M 294k 32.21
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $8.6M 36k 241.89
Ishares Tr Core S&p500 Etf (IVV) 4.6 $6.2M 16k 384.21
Ishares Tr Us Treas Bd Etf (GOVT) 3.8 $5.2M 228k 22.72
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $4.3M 46k 94.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.2 $3.0M 59k 50.67
Ishares Tr Core Msci Eafe (IEFA) 1.8 $2.5M 40k 61.64
Vanguard World Mega Cap Val Etf (MGV) 1.8 $2.4M 23k 102.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $2.3M 98k 23.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $2.2M 40k 55.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.0M 41k 49.49
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.7M 8.5k 203.81
Ishares Core Msci Emkt (IEMG) 0.8 $1.1M 23k 46.70
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.1M 12k 89.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.0M 25k 40.51
Oracle Corporation (ORCL) 0.7 $904k 11k 81.74
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.7 $886k 18k 49.30
Vanguard Index Fds Growth Etf (VUG) 0.6 $861k 4.0k 213.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $842k 2.2k 382.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $645k 8.7k 74.32
Procter & Gamble Company (PG) 0.5 $644k 4.2k 151.56
Deere & Company (DE) 0.5 $637k 1.5k 428.76
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.4 $608k 6.5k 93.35
Apple (AAPL) 0.4 $596k 4.6k 129.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $554k 7.8k 70.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $462k 8.9k 51.72
Vanguard Index Fds Small Cp Etf (VB) 0.3 $438k 2.4k 183.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $398k 5.3k 75.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $391k 1.5k 266.31
Emerson Electric (EMR) 0.3 $384k 4.0k 96.06
Exxon Mobil Corporation (XOM) 0.2 $319k 2.9k 110.30
Amazon (AMZN) 0.2 $305k 3.6k 84.00
Tesla Motors (TSLA) 0.2 $271k 2.2k 123.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $267k 863.00 308.90
Pfizer (PFE) 0.2 $216k 4.2k 51.24
JPMorgan Chase & Co. (JPM) 0.2 $205k 1.5k 134.10
Origin Materials (ORGN) 0.1 $110k 24k 4.61
Vistagen Therapeutics Com New 0.0 $1.3k 12k 0.10