Boyd Wealth Management

Boyd Wealth Management as of June 30, 2024

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 44 positions in its portfolio as reported in the June 2024 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) 23.1 $42M 84k 500.13
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $16M 165k 97.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.9 $14M 373k 38.42
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.2 $13M 164k 80.13
Vanguard Index Fds Value Etf (VTV) 6.3 $11M 71k 160.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.7 $10M 392k 26.56
Ishares Tr Core S&p500 Etf (IVV) 5.0 $9.1M 17k 547.23
Dbx Etf Tr Xtrack Usd High (HYLB) 4.4 $8.0M 225k 35.46
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.3 $7.8M 103k 75.86
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $6.0M 103k 58.52
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $5.7M 54k 106.66
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 2.7 $4.9M 197k 24.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.5M 35k 100.84
Vanguard World Mega Cap Val Etf (MGV) 1.8 $3.2M 27k 118.50
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.0M 42k 72.64
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.3M 11k 218.04
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.1M 8.5k 242.10
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 1.0 $1.9M 42k 44.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.7M 33k 50.11
Oracle Corporation (ORCL) 0.9 $1.6M 11k 141.20
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.5M 4.1k 374.01
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.5M 11k 133.95
Ishares Core Msci Emkt (IEMG) 0.7 $1.2M 23k 53.53
Apple (AAPL) 0.5 $912k 4.3k 210.63
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $900k 19k 48.32
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $782k 8.9k 88.13
Procter & Gamble Company (PG) 0.4 $689k 4.2k 164.92
Amazon (AMZN) 0.4 $686k 3.5k 193.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $544k 7.3k 74.89
Deere & Company (DE) 0.3 $529k 1.4k 373.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $511k 8.5k 60.30
Emerson Electric (EMR) 0.2 $441k 4.0k 110.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $429k 789.00 544.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $351k 863.00 406.80
Exxon Mobil Corporation (XOM) 0.2 $333k 2.9k 115.12
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $312k 2.4k 127.46
JPMorgan Chase & Co. (JPM) 0.2 $309k 1.5k 202.26
Golub Capital BDC (GBDC) 0.2 $304k 19k 15.71
Ishares Tr National Mun Etf (MUB) 0.2 $302k 2.8k 106.55
Alphabet Cap Stk Cl A (GOOGL) 0.2 $284k 1.6k 182.15
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.2 $278k 19k 14.49
International Business Machines (IBM) 0.1 $231k 1.3k 172.95
Blue Owl Capital Com Cl A (OWL) 0.1 $185k 10k 17.75
Origin Materials (ORGN) 0.0 $22k 24k 0.90