BW

Boyd Wealth Management, LLC

13F
Boyd Wealth Management, LLC
Last update 2024-10-25 48 Stocks (6 new)
Value $197.00 Mil Turnover 19 %
Countries:
Top Holdings: VOO(22.68%)SPYG(9.11%)SCHF(8.07%)AGG(7.67%)VTV(7.57%)
Portfolio Report
Summary Stock Picks Current Portfolio
Boyd Wealth Management, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
84,855
44775.260
+1.56%
22.680
+0.35%
0.010
+7.49%
+22.58%
491491.013
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
216,847
17985.290
+32.58%
9.110
+2.24%
0.060
+10.86%
+31.14%
30737.864
 
SCHF 		Schwab International Equity ETF
774,562
15924.990
+107.50%
8.070
+4.18%
0.020
+1.05%
+6.52%
40669.210
 
AGG 		iShares Core U.S. Aggregate Bond ETF
149,404
15130.150
-9.16%
7.670
-0.81%
0.010
+0.05%
-0.63%
117924.349
 
VTV 		Vanguard Value ETF
85,592
14941.800
+20.62%
7.570
+1.29%
0.010
+4.03%
+16.25%
122049.185
 
IJH 		iShares Core S&P Mid-Cap ETF
176,669
11010.020
+71.16%
5.580
+2.32%
0.010
+2.19%
+13.57%
92720.231
 
IVV 		iShares Core S&P 500 ETF
16,521
9529.600
-0.30%
4.830
-0.02%
0.000
+7.42%
+22.54%
549284.371
 
HYLB 		Xtrackers USD High Yield Corporate Bond ETF
223,314
8244.750
-0.59%
4.180
-0.03%
0.230
+1.47%
+2.64%
3488.086
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
161,080
7841.370
New Holding
3.970
+3.97%
0.190
+0.47%
+1.10%
4087.103
 
SCHE 		Schwab Emerging Markets Equity ETF
210,215
6134.080
-46.31%
3.110
-2.66%
0.060
+8.07%
+14.79%
9503.286
 

Boyd Wealth Management, LLC's Historical Top Holdings Breakdowns

Boyd Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCLT 		Vanguard Long-Term Corporate Bond ETF2024-09-30Sold Out
-4.33%
●
74.85 ($79.1) 82.2
$77.86
-1.57%
Sold Out
0
-103,379
SCHF 		Schwab International Equity ETF2024-09-30Add
+4.18%
●
18.49 ($19.77) 20.77
$19.68
-0.43%
Add 107.5%
774,562
200,638
ISTB 		iShares Core 1-5 Year USD Bond ETF2024-09-30New Buy
+3.97%
●
47.18 ($48.13) 48.75
$48.09
-0.09%
New holding
161,080
161,080
PWZ 		Invesco California AMT-Free Municipal Bond ETF2024-09-30Sold Out
-2.69%
●
24.63 ($24.95) 25.25
$24.73
-0.88%
Sold Out
0
-197,318
SCHE 		Schwab Emerging Markets Equity ETF2024-09-30Reduce
-2.66%
●
25.45 ($27.07) 29.53
$28.47
5.17%
Reduce -46.31%
210,215
-181,312
IAGG 		iShares International Aggregate Bond Fund2024-09-30New Buy
+2.49%
●
49.77 ($51.12) 51.95
$51.58
0.90%
New holding
95,009
95,009
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+2.32%
●
57.32 ($60.3) 62.65
$62.95
4.39%
Add 71.16%
176,669
73,450
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Add
+2.24%
●
73.38 ($79.93) 84.1
$85.30
6.72%
Add 32.58%
216,847
53,285
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.37%
●
23.16 ($25.16) 26.42
$26.86
6.74%
Add 298.92%
138,436
25,933
VTV 		Vanguard Value ETF2024-09-30Add
+1.29%
●
159.75 ($167.43) 174.57
$173.70
3.74%
Add 20.62%
85,592
14,630

Boyd Wealth Management, LLC Total Holding History ($B)

To

Boyd Wealth Management, LLC's Asset Allocation

To

Boyd Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boyd Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Boyd Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Boyd Wealth Management, LLC's Holdings Heat Map

Size field:

Boyd Wealth Management, LLC's Holdings Bubble Chart

Boyd Wealth Management, LLC News

  • 1

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