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CIK: 0001846114
Total reported value
$264.2M
$264.2M
48 檔
42.2%
The Q4 2024 SEC filing reveals that Boyd Wealth Management, LLC held a total portfolio value of $264.2M, covering 48 public equity positions.
In Q4 2024, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.25% | +0.52% | -5.74% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.82% | -0.22% | +65.64% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.63% | -5.40% | +20.74% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.15% | +0.08% | +102.26% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.13% | +3.17% | +122.02% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.75% | -5.69% | EXIT | |
| 7 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 5.74% | — | +44.42% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.18% | -1.07% | -44.89% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.80% | +0.09% | +0.10% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.33% | +0.17% | -38.65% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.17% | +3.55% | -5.73% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.89% | +0.05% | +296.95% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.63% | +0.01% | +0.22% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.42% | +0.01% | +0.71% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | +0.04% | -1.03% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | — | -0.27% | |
| 17 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.91% | -0.05% | -9.58% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.03% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.05% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | -0.15% | +8.72% | |
| 21 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.74% | — | -4.51% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.06% | +2.69% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.02% | +0.83% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.49% | -0.07% | +6.03% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.44% | -0.01% | +1.49% | |
| 26 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.43% | — | +0.26% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.02% | -0.68% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.29% | +0.01% | -1.62% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.27% | +1.77% | -3.53% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | +11.91% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.01% | — | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.24% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.51% | +84.18% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | — | +24.94% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | -1.90% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.17% | +0.01% | -13.91% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.06% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | — | |
| 42 | EEMX | State Street Spdr Msci Emerg | ETF-Other | 0.14% | +0.11% | NEW | |
| 43 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.13% | -0.01% | -13.06% | |
| 44 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.12% | — | — | |
| 45 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.12% | — | — | |
| 46 | ET | Energy Transfer LP | Stock-Energy | 0.11% | — | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 48 | AACQGBP | Origin Materials Inc | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 48 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, VTV) accounted for 42.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
EEMX
市值: $282.7K
Top Position Liquidated / Trimmed
IAGG
前期市值: $4.9M
During Q4 2024, Boyd Wealth Management, LLC's top holdings by market value included VOO (21.3%)、AGG (11.8%)、VTV (8.6%). The largest single position, VOO, represented 21.3% of total portfolio value.
In Q4 2024, Boyd Wealth Management, LLC made 38 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 3 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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