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CIK: 0001846114
Total reported value
$264.2M
$264.2M
44 檔
36.6%
At the close of Q2 2024, Boyd Wealth Management, LLC disclosed equity holdings valued at approximately $264.2M, spread across 44 reported holdings.
During Q2 2024, Boyd Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.06% | +0.52% | +1.92% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.81% | -0.22% | -16.55% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.91% | +0.08% | +15.67% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.23% | -1.07% | -37.05% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.28% | -5.40% | +2.38% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 5.74% | +3.17% | +106.66% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.00% | +0.09% | -1.56% | |
| 8 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 4.40% | — | +16.79% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.33% | +5.88% | NEW | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.33% | +0.17% | -18.12% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.17% | +3.55% | +4.02% | |
| 12 | PWZ | Invesco California Amt-free | ETF-Other | 2.69% | — | — | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.93% | +0.05% | -0.35% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.76% | +0.01% | -4.10% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.66% | +0.01% | -4.07% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | +0.04% | -3.70% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | — | -0.46% | |
| 18 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.04% | -0.05% | +1.14% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.15% | -15.86% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.03% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.05% | -7.17% | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.81% | — | -0.59% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | +0.06% | -16.59% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | +0.02% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.50% | -0.01% | +3.17% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.43% | -0.07% | +10.11% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | -2.93% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | +1.77% | -38.80% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.29% | +0.01% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.01% | — | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.24% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | -64.20% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | — | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.17% | +0.01% | +25.53% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — | |
| 38 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.17% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | — | -40.62% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.03% | — | |
| 41 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.15% | — | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | — | — | |
| 43 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.10% | — | — | |
| 44 | AACQGBP | Origin Materials Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 44 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AGG, SCHF) accounted for 36.6% of total reported equity market value during Q2 2024.
During Q2 2024, Boyd Wealth Management, LLC's top holdings by market value included VOO (23.1%)、AGG (8.8%)、SCHF (7.9%). The largest single position, VOO, represented 23.1% of total portfolio value.
In Q2 2024, Boyd Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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