BW
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Boyd Wealth Management, LLC13F | |
Boyd Wealth Management, LLC | |
Last update 2024-10-25 | 48 Stocks (6 new) |
Value $197.00 Mil | Turnover 19 % |
Portfolio Report |
Boyd Wealth Management, LLC Top Holdings of 2024-09-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VCLT | Vanguard Long-Term Corporate Bond ETF | 2024-09-30 | Sold Out | -4.33% | 74.85 ($79.1) 82.2 | $77.86 | -1.57% | Sold Out | 0 | -103,379 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | New 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 ETF | 2024-09-30 | Sold Out | -2.69% | 24.63 ($24.95) 25.25 | $24.73 | -0.88% | Sold Out | 0 | -197,318 | |
SCHE | Schwab Emerging Markets Equity ETF | 2024-09-30 | Reduce | -2.66% | 25.45 ($27.07) 29.53 | $28.47 | 5.17% | Reduce -46.31% | 210,215 | -181,312 | |
IAGG | iShares International Aggregate Bond Fund | 2024-09-30 | New 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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +1.37% | 23.16 ($25.16) 26.42 | $26.86 | 6.74% | Add 298.92% | 138,436 | 25,933 | |
VTV | Vanguard Value ETF | 2024-09-30 | Add | +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)
Boyd Wealth Management, LLC's Asset Allocation
Boyd Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Boyd Wealth Management, LLC's Hypothetical Growth since 2024-09-30
Boyd Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Boyd Wealth Management, LLC's Holdings Heat Map
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Boyd Wealth Management, LLC's Holdings Bubble Chart
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