Boyd Wealth Management

Boyd Wealth Management as of March 31, 2025

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 18.0 $36M 365k 98.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.2 $31M 59k 513.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.7 $26M 1.3M 19.78
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.8 $20M 245k 80.37
Vanguard Index Fds Value Etf (VTV) 7.3 $15M 85k 172.74
Dbx Etf Tr Xtrack Usd High (HYLB) 5.9 $12M 326k 36.15
Ishares Tr Core S&p500 Etf (IVV) 4.6 $9.3M 17k 561.90
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $6.4M 109k 58.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $5.9M 215k 27.57
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $4.1M 40k 104.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.9M 156k 25.04
Vanguard World Mega Cap Val Etf (MGV) 1.8 $3.7M 29k 128.84
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.4M 45k 75.65
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.4M 9.4k 258.62
Vanguard Index Fds Small Cp Etf (VB) 1.1 $2.3M 10k 221.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.0M 40k 49.62
Ishares Tr Rus Top 200 Etf (IWL) 1.0 $1.9M 14k 137.41
Ishares Core Msci Emkt (IEMG) 0.8 $1.6M 29k 53.97
Oracle Corporation (ORCL) 0.8 $1.5M 11k 139.81
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.5M 4.1k 370.82
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.7 $1.4M 31k 45.75
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $1.0M 11k 92.29
Apple (AAPL) 0.5 $999k 4.5k 222.12
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $779k 16k 47.81
Procter & Gamble Company (PG) 0.3 $701k 4.1k 170.42
Amazon (AMZN) 0.3 $664k 3.5k 190.26
Deere & Company (DE) 0.3 $654k 1.4k 469.35
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.3 $594k 14k 42.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $526k 8.5k 62.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $503k 945.00 532.58
Ishares Tr National Mun Etf (MUB) 0.3 $503k 4.8k 105.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $494k 883.00 559.39
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $480k 6.3k 76.57
Emerson Electric (EMR) 0.2 $439k 4.0k 109.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $406k 3.2k 127.07
JPMorgan Chase & Co. (JPM) 0.2 $368k 1.5k 245.30
NVIDIA Corporation (NVDA) 0.2 $352k 3.3k 108.38
Exxon Mobil Corporation (XOM) 0.2 $344k 2.9k 118.93
International Business Machines (IBM) 0.2 $332k 1.3k 248.66
Alphabet Cap Stk Cl A (GOOGL) 0.1 $257k 1.7k 154.64
Abbvie (ABBV) 0.1 $249k 1.2k 209.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $225k 12k 18.59
Coca-Cola Company (KO) 0.1 $201k 2.8k 71.62
Origin Materials (ORGN) 0.0 $16k 24k 0.66