Boyd Wealth Management

Boyd Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 48 positions in its portfolio as reported in the September 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) 22.7 $45M 85k 527.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.1 $18M 217k 82.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.1 $16M 387k 41.12
Ishares Tr Core Us Aggbd Et (AGG) 7.7 $15M 149k 101.27
Vanguard Index Fds Value Etf (VTV) 7.6 $15M 86k 174.57
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $11M 177k 62.32
Ishares Tr Core S&p500 Etf (IVV) 4.8 $9.5M 17k 576.82
Dbx Etf Tr Xtrack Usd High (HYLB) 4.2 $8.2M 223k 36.92
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.0 $7.8M 161k 48.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $6.1M 210k 29.18
Ishares Tr Core Intl Aggr (IAGG) 2.5 $4.9M 95k 51.82
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.7M 41k 116.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $3.6M 35k 104.18
Vanguard World Mega Cap Val Etf (MGV) 1.7 $3.4M 26k 128.28
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.2M 41k 78.05
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.4M 10k 237.21
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.2M 8.5k 263.83
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 1.0 $2.0M 42k 47.25
Oracle Corporation (ORCL) 1.0 $1.9M 11k 170.40
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M 4.1k 383.93
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.5M 11k 140.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.4M 28k 51.12
Ishares Core Msci Emkt (IEMG) 0.6 $1.3M 22k 57.41
Apple (AAPL) 0.5 $1.0M 4.5k 233.01
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $963k 10k 95.49
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $900k 18k 49.40
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $881k 18k 50.50
Procter & Gamble Company (PG) 0.4 $717k 4.1k 173.20
Amazon (AMZN) 0.3 $650k 3.5k 186.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $593k 7.6k 78.37
Deere & Company (DE) 0.3 $591k 1.4k 417.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $549k 8.5k 64.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $453k 789.00 573.76
Emerson Electric (EMR) 0.2 $438k 4.0k 109.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $435k 945.00 460.26
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $374k 2.8k 131.91
Exxon Mobil Corporation (XOM) 0.2 $339k 2.9k 117.22
Ishares Tr National Mun Etf (MUB) 0.2 $335k 3.1k 108.63
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $326k 7.5k 43.74
JPMorgan Chase & Co. (JPM) 0.2 $322k 1.5k 210.86
Golub Capital BDC (GBDC) 0.1 $296k 20k 15.11
International Business Machines (IBM) 0.1 $295k 1.3k 221.08
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $279k 19k 14.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 1.7k 165.85
NVIDIA Corporation (NVDA) 0.1 $207k 1.7k 121.45
Blue Owl Capital Com Cl A (OWL) 0.1 $202k 10k 19.36
Coca-Cola Company (KO) 0.1 $201k 2.8k 71.86
Origin Materials (ORGN) 0.0 $37k 24k 1.54