Boyd Wealth Management

Boyd Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 48 positions in its portfolio as reported in the December 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) 21.3 $43M 80k 538.81
Ishares Tr Core Us Aggbd Et (AGG) 11.8 $24M 248k 96.90
Vanguard Index Fds Value Etf (VTV) 8.6 $18M 103k 169.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.1 $15M 783k 18.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.1 $12M 467k 26.63
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.8 $12M 244k 47.77
Dbx Etf Tr Xtrack Usd High (HYLB) 5.7 $12M 323k 36.08
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.2 $11M 120k 87.90
Ishares Tr Core S&p500 Etf (IVV) 4.8 $9.7M 17k 588.68
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $6.8M 108k 62.31
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.4M 38k 115.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.8M 137k 27.87
Vanguard World Mega Cap Val Etf (MGV) 1.6 $3.3M 26k 124.91
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.9M 41k 70.28
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.4M 10k 240.28
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.2M 8.5k 264.13
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.9 $1.8M 38k 48.15
Oracle Corporation (ORCL) 0.9 $1.8M 11k 166.64
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.7M 4.1k 410.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.5M 30k 50.13
Ishares Tr Rus Top 200 Etf (IWL) 0.7 $1.5M 10k 144.71
Ishares Core Msci Emkt (IEMG) 0.6 $1.2M 22k 52.22
Apple (AAPL) 0.6 $1.1M 4.5k 250.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $990k 11k 92.59
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $893k 19k 48.29
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $872k 18k 49.84
Amazon (AMZN) 0.4 $765k 3.5k 219.39
Procter & Gamble Company (PG) 0.3 $689k 4.1k 167.65
Deere & Company (DE) 0.3 $591k 1.4k 423.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $545k 7.3k 74.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $518k 883.00 586.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $500k 8.5k 58.93
Emerson Electric (EMR) 0.2 $496k 4.0k 123.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $428k 945.00 453.28
NVIDIA Corporation (NVDA) 0.2 $421k 3.1k 134.29
Ishares Tr National Mun Etf (MUB) 0.2 $410k 3.8k 106.55
JPMorgan Chase & Co. (JPM) 0.2 $359k 1.5k 239.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $340k 2.4k 139.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $314k 1.7k 189.30
Exxon Mobil Corporation (XOM) 0.2 $311k 2.9k 107.57
International Business Machines (IBM) 0.1 $293k 1.3k 219.83
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $283k 8.8k 32.30
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $258k 6.5k 39.81
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $249k 19k 12.86
Blue Owl Capital Com Cl A (OWL) 0.1 $243k 10k 23.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $223k 11k 19.59
Abbvie (ABBV) 0.1 $211k 1.2k 177.74
Origin Materials (ORGN) 0.0 $31k 24k 1.28