Boyum Wealth Architects

Boyum Wealth Architects as of June 30, 2025

Portfolio Holdings for Boyum Wealth Architects

Boyum Wealth Architects holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 19.5 $27M 1.1M 23.83
Pgim Etf Tr Total Return Bon (PTRB) 11.1 $15M 361k 41.83
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 10.7 $15M 344k 42.27
Strategic Trust Running Gwth Etf (RUNN) 6.7 $9.1M 268k 33.84
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.0 $8.1M 150k 54.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.1 $7.0M 94k 74.01
RBB Us Treas 3 Mnth (TBIL) 4.3 $5.8M 116k 49.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.7 $5.0M 88k 56.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.4 $4.6M 20k 227.10
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.7 $3.7M 117k 31.80
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.7M 12k 303.93
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $2.3M 34k 68.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $2.2M 12k 182.82
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.5 $2.0M 43k 47.06
J P Morgan Exchange Traded F Us Value Factr (JVAL) 1.4 $1.9M 42k 44.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.8M 3.2k 551.56
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $1.6M 3.9k 424.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $1.6M 54k 29.21
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.4M 17k 83.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $1.4M 16k 88.25
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.9 $1.2M 24k 52.34
Gra (GGG) 0.9 $1.2M 14k 85.97
Ishares Tr Core Msci Total (IXUS) 0.9 $1.2M 15k 77.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $1.1M 21k 50.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $994k 38k 26.50
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $972k 16k 60.05
Ishares Tr Rusel 2500 Etf (SMMD) 0.7 $894k 13k 67.78
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $748k 14k 52.06
Apple (AAPL) 0.5 $722k 3.5k 205.18
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.5 $708k 31k 22.83
Polaris Industries (PII) 0.5 $688k 17k 40.65
J P Morgan Exchange Traded F Active Growth (JGRO) 0.4 $594k 6.9k 86.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $471k 17k 27.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $410k 721.00 568.30
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 0.3 $407k 14k 28.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $395k 16k 25.30
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $361k 15k 24.78
Amazon (AMZN) 0.3 $354k 1.6k 219.39
3M Company (MMM) 0.2 $292k 1.9k 152.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $289k 6.0k 48.24
Microsoft Corporation (MSFT) 0.2 $280k 563.00 497.41
Independence Realty Trust In (IRT) 0.2 $269k 15k 17.69
Xcel Energy (XEL) 0.2 $266k 3.9k 68.11
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.2 $256k 5.1k 49.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $250k 820.00 304.83
Timothy Plan Plan Market Neut (TPMN) 0.2 $234k 9.7k 24.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $219k 1.6k 135.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $216k 350.00 617.63
NVIDIA Corporation (NVDA) 0.2 $212k 1.3k 157.99
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $206k 5.8k 35.28
Nuveen Insd Dividend Advantage (NVG) 0.1 $152k 13k 11.93