Boyd Wealth Management

Boyd Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 47 positions in its portfolio as reported in the September 2025 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) 21.7 $50M 82k 612.38
Vanguard Bd Index Fds Intermed Term (BIV) 9.6 $22M 287k 78.09
Vanguard Index Fds Value Etf (VTV) 9.6 $22M 119k 186.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.8 $18M 774k 23.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.8 $16M 473k 33.37
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 6.2 $14M 137k 104.51
Dbx Etf Tr Xtrack Usd High (HYLB) 5.4 $13M 336k 37.11
Ishares Tr Core S&p500 Etf (IVV) 4.6 $11M 16k 669.30
Ishares Tr Core Intl Aggr (IAGG) 3.2 $7.5M 146k 51.23
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $6.8M 104k 65.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $4.9M 154k 31.91
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $4.8M 40k 118.83
Ishares Tr Core Msci Eafe (IEFA) 1.9 $4.3M 50k 87.31
Vanguard World Mega Cap Val Etf (MGV) 1.8 $4.1M 30k 137.74
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $3.6M 12k 293.74
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.0M 12k 254.28
Ishares Tr Rus Top 200 Etf (IWL) 1.0 $2.3M 14k 166.10
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.1M 4.3k 479.61
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.0M 20k 100.25
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.8 $2.0M 36k 54.85
Ishares Core Msci Emkt (IEMG) 0.8 $1.9M 29k 65.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.9M 37k 50.07
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $1.6M 16k 99.95
Oracle Corporation (ORCL) 0.6 $1.5M 5.3k 281.24
Apple (AAPL) 0.5 $1.1M 4.3k 254.65
Amazon (AMZN) 0.3 $789k 3.6k 219.57
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $774k 16k 47.51
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $691k 4.2k 164.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $645k 968.00 666.18
Deere & Company (DE) 0.3 $637k 1.4k 457.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $623k 8.5k 73.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $589k 22k 26.34
Procter & Gamble Company (PG) 0.3 $582k 3.8k 153.65
NVIDIA Corporation (NVDA) 0.2 $578k 3.1k 186.59
Emerson Electric (EMR) 0.2 $525k 4.0k 131.18
Ishares Tr National Mun Etf (MUB) 0.2 $521k 4.9k 106.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $475k 945.00 502.74
JPMorgan Chase & Co. (JPM) 0.2 $473k 1.5k 315.43
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $399k 14k 28.90
Alphabet Cap Stk Cl A (GOOGL) 0.2 $397k 1.6k 243.12
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $395k 8.0k 49.31
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.2 $384k 9.2k 41.83
International Business Machines (IBM) 0.2 $376k 1.3k 282.16
Exxon Mobil Corporation (XOM) 0.1 $326k 2.9k 112.75
Abbvie (ABBV) 0.1 $264k 1.1k 231.59
Microsoft Corporation (MSFT) 0.1 $221k 426.00 517.95
Origin Materials (ORGN) 0.0 $12k 24k 0.52