Boyd Wealth Management

Boyd Wealth Management as of June 30, 2023

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 39 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.4 $24M 664k 35.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.5 $17M 43k 407.28
Vanguard Index Fds Value Etf (VTV) 10.1 $17M 117k 142.10
Ishares Tr Core Us Aggbd Et (AGG) 8.9 $15M 150k 97.95
Spdr Ser Tr Portfli Intrmdit (SPTI) 8.6 $14M 499k 28.29
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.8 $7.8M 100k 78.49
Ishares Tr Core S&p500 Etf (IVV) 4.6 $7.6M 17k 445.71
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.6 $7.6M 124k 61.01
Ishares Tr Core Intl Aggr (IAGG) 3.7 $6.1M 123k 49.29
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $6.0M 23k 261.48
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 3.3 $5.5M 221k 24.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $5.3M 215k 24.63
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.0M 41k 99.65
Vanguard World Mega Cap Val Etf (MGV) 2.1 $3.5M 33k 103.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $3.3M 43k 74.95
Ishares Tr Core Msci Eafe (IEFA) 1.7 $2.8M 42k 67.50
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $1.9M 8.6k 220.16
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.7M 8.6k 198.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.5M 30k 50.22
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.5M 5.2k 282.96
Oracle Corporation (ORCL) 0.8 $1.3M 11k 119.09
Ishares Core Msci Emkt (IEMG) 0.8 $1.3M 25k 49.29
Ishares Tr Rus Top 200 Etf (IWL) 0.7 $1.2M 12k 106.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $969k 2.2k 443.35
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.6 $928k 26k 36.17
Apple (AAPL) 0.5 $837k 4.3k 193.97
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $682k 8.7k 78.26
Procter & Gamble Company (PG) 0.4 $644k 4.2k 151.74
Deere & Company (DE) 0.4 $602k 1.5k 405.19
Tesla Motors (TSLA) 0.3 $576k 2.2k 261.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $545k 1.5k 369.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $513k 9.2k 56.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $499k 6.6k 75.23
Amazon (AMZN) 0.3 $474k 3.6k 130.36
Emerson Electric (EMR) 0.2 $362k 4.0k 90.39
Exxon Mobil Corporation (XOM) 0.2 $310k 2.9k 107.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $294k 863.00 341.00
JPMorgan Chase & Co. (JPM) 0.1 $222k 1.5k 145.44
Origin Materials (ORGN) 0.1 $102k 24k 4.26