Boyd Wealth Management

Boyd Wealth Management as of March 31, 2024

Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 42 positions in its portfolio as reported in the March 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) 22.5 $39M 82k 480.70
Ishares Tr Core Us Aggbd Et (AGG) 11.0 $19M 197k 97.94
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.9 $19M 260k 73.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.2 $13M 323k 39.02
Vanguard Index Fds Value Etf (VTV) 6.4 $11M 69k 162.86
Ishares Tr Core S&p500 Etf (IVV) 5.1 $8.9M 17k 525.73
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $7.7M 126k 60.74
Dbx Etf Tr Xtrack Usd High (HYLB) 3.9 $6.9M 192k 35.71
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $5.7M 52k 110.52
Ishares Tr Core Intl Aggr (IAGG) 2.9 $5.2M 103k 49.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.7 $4.8M 190k 25.25
Vanguard World Mega Cap Val Etf (MGV) 1.9 $3.4M 28k 119.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $3.2M 35k 92.72
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.2M 43k 74.22
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.5M 11k 228.59
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.1M 8.5k 249.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.0M 39k 50.60
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 1.0 $1.8M 42k 42.80
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.5M 4.5k 344.20
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $1.4M 11k 127.12
Ishares Core Msci Emkt (IEMG) 0.8 $1.4M 27k 51.60
Oracle Corporation (ORCL) 0.8 $1.4M 11k 125.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M 2.2k 523.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $895k 12k 75.40
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $870k 18k 48.18
Apple (AAPL) 0.4 $742k 4.3k 171.49
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $729k 8.1k 90.44
Procter & Gamble Company (PG) 0.4 $677k 4.2k 162.25
Amazon (AMZN) 0.4 $659k 3.7k 180.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $656k 1.5k 443.94
Deere & Company (DE) 0.3 $582k 1.4k 410.74
Ishares Tr National Mun Etf (MUB) 0.3 $514k 4.8k 107.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $511k 8.5k 60.30
Emerson Electric (EMR) 0.3 $454k 4.0k 113.42
Tesla Motors (TSLA) 0.2 $387k 2.2k 175.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $363k 863.00 420.52
Exxon Mobil Corporation (XOM) 0.2 $336k 2.9k 116.24
JPMorgan Chase & Co. (JPM) 0.2 $306k 1.5k 200.30
International Business Machines (IBM) 0.1 $255k 1.3k 190.96
Alphabet Cap Stk Cl A (GOOGL) 0.1 $236k 1.6k 150.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $229k 2.0k 117.20
Origin Materials (ORGN) 0.0 $12k 24k 0.51