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Size ($ in 1000's)
At 03/31/2024: $175,093
At 12/31/2023: $160,833
Boyd Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boyd Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Boyd Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Boyd Wealth Management LLC.
In the Boyd Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boyd Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Boyd Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
81,976 |
+17,073 |
$39,406 | | VOO | 81,976 | +17,073 | $39,406 | | ISHARES TR (AGG) |
197,101 |
+56,233 |
$19,304 | | AGG | 197,101 | +56,233 | $19,304 | | SPDR SER TR (SPYG) |
259,816 |
+133,113 |
$19,006 | | SPYG | 259,816 | +133,113 | $19,006 | | SCHWAB STRATEGIC TR |
322,710 |
+5,468 |
$12,592 | | SCHF | 322,710 | +5,468 | $12,592 | | VANGUARD INDEX FDS (VTV) |
69,310 |
-31,284 |
$11,288 | | VTV | 69,310 | -31,284 | $11,288 | | ISHARES TR (IVV) |
16,834 |
-158 |
$8,850 | | IVV | 16,834 | -158 | $8,850 | | ISHARES TR (IJH) |
126,059 |
+89,782 |
$7,657 | | IJH | 126,059 | +89,782 | $7,657 | | DBX ETF TR (HYLB) |
192,336 |
-10,673 |
$6,868 | | HYLB | 192,336 | -10,673 | $6,868 | | ISHARES TR (IJR) |
51,746 |
-43,553 |
$5,719 | | IJR | 51,746 | -43,553 | $5,719 | | ISHARES TR (IAGG) |
103,228 |
+103,228 |
$5,156 | | IAGG | 103,228 | +103,228 | $5,156 | | SCHWAB STRATEGIC TR |
189,455 |
-172,059 |
$4,784 | | SCHE | 189,455 | -172,059 | $4,784 | | VANGUARD WORLD FD (MGV) |
28,126 |
+95 |
$3,361 | | MGV | 28,126 | +95 | $3,361 | | SCHWAB STRATEGIC TR |
34,824 |
+18 |
$3,229 | | SCHG | 34,824 | +18 | $3,229 | | ISHARES TR (IEFA) |
43,222 |
-115 |
$3,208 | | IEFA | 43,222 | -115 | $3,208 | | VANGUARD INDEX FDS (VB) |
10,864 |
UNCH |
$2,483 | | VB | 10,864 | UNCH | $2,483 | | VANGUARD INDEX FDS (VO) |
8,547 |
UNCH |
$2,136 | | VO | 8,547 | UNCH | $2,136 | | VANGUARD MUN BD FDS (VTEB) |
39,180 |
+5,152 |
$1,983 | | VTEB | 39,180 | +5,152 | $1,983 | | SPDR SER TR (SPYX) |
41,721 |
+6,739 |
$1,786 | | SPYX | 41,721 | +6,739 | $1,786 | | VANGUARD INDEX FDS (VUG) |
4,451 |
UNCH |
$1,532 | | VUG | 4,451 | UNCH | $1,532 | | ISHARES TR (IWL) |
11,002 |
+14 |
$1,399 | | IWL | 11,002 | +14 | $1,399 | | ISHARES INC (IEMG) |
26,994 |
+107 |
$1,393 | | IEMG | 26,994 | +107 | $1,393 | | ORACLE CORP |
11,052 |
UNCH |
$1,388 | | ORCL | 11,052 | UNCH | $1,388 | | SPDR S&P 500 ETF TR (SPY) |
2,204 |
+5 |
$1,153 | | SPY | 2,204 | +5 | $1,153 | | VANGUARD BD INDEX FDS (BIV) |
11,875 |
+1,666 |
$895 | | BIV | 11,875 | +1,666 | $895 | | FIRST TR EXCH TRADED FD III (FMHI) |
18,056 |
-1,360 |
$870 | | FMHI | 18,056 | -1,360 | $870 | | APPLE INC |
4,327 |
+12 |
$742 | | AAPL | 4,327 | +12 | $742 | | ISHARES TR (IUSV) |
8,063 |
-340 |
$729 | | IUSV | 8,063 | -340 | $729 | | PROCTER AND GAMBLE CO |
4,175 |
UNCH |
$677 | | PG | 4,175 | UNCH | $677 | | AMAZON COM INC |
3,655 |
+60 |
$659 | | AMZN | 3,655 | +60 | $659 | | INVESCO QQQ TR |
1,477 |
+1 |
$656 | | QQQ | 1,477 | +1 | $656 | | DEERE & CO |
1,417 |
UNCH |
$582 | | DE | 1,417 | UNCH | $582 | | ISHARES TR (MUB) |
4,776 |
+4,776 |
$514 | | MUB | 4,776 | +4,776 | $514 | | VANGUARD STAR FDS (VXUS) |
8,476 |
UNCH |
$511 | | VXUS | 8,476 | UNCH | $511 | | EMERSON ELEC CO |
4,000 |
UNCH |
$454 | | EMR | 4,000 | UNCH | $454 | | TESLA INC |
2,200 |
UNCH |
$387 | | TSLA | 2,200 | UNCH | $387 |  BERKSHIRE HATHAWAY INC DEL |
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$363 | | BRK.B | 863 | UNCH | $363 | | EXXON MOBIL CORP |
2,893 |
UNCH |
$336 | | XOM | 2,893 | UNCH | $336 | | JPMORGAN CHASE & CO |
1,527 |
UNCH |
$306 | | JPM | 1,527 | UNCH | $306 | | INTERNATIONAL BUSINESS MACHS |
1,333 |
UNCH |
$255 | | IBM | 1,333 | UNCH | $255 | | ALPHABET INC |
1,560 |
UNCH |
$235 | | GOOGL | 1,560 | UNCH | $235 | | ISHARES TR (IUSG) |
1,951 |
+1,951 |
$229 | | IUSG | 1,951 | +1,951 | $229 |
See Full List: All Stocks Held By Boyd Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Boyd Wealth Management LLC
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