BW
| |
Boyd Wealth Management, LLC13F | |
| Boyd Wealth Management, LLC | |
| Last update 2025-07-15 | 52 Stocks (9 new) |
| Value $231.00 Mil | Turnover 17 % |
Boyd Wealth Management, LLC Top Holdings of 2025-06-30
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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 | 82,086 | 46,627.0 | +38.20% | 20.190 | +5.58% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 351,574 | 34,876.1 | -3.56% | 15.100 | -0.64% | 0.030 | +1.23% | +3.24% | 127,979.5 | ||
VTV | Vanguard Value ETF | 114,022 | 20,152.3 | +34.45% | 8.730 | +2.24% | 0.020 | +10.43% | +6.13% | 132,881.1 | ||
SCHF | Schwab International Equity ETF | 743,141 | 16,423.4 | -42.28% | 7.110 | -5.37% | 0.030 | +11.99% | +19.38% | 48,597.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 222,830 | 13,819.9 | +104.75% | 5.980 | +3.06% | 0.010 | +16.06% | +2.45% | 97,230.9 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 129,102 | 12,306.0 | -47.19% | 5.330 | -4.62% | 0.030 | +27.21% | +10.98% | 38,694.0 | ||
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 323,073 | 11,927.9 | -0.84% | 5.160 | -0.05% | 0.300 | +4.64% | +4.95% | 3,920.4 | ||
IVV | iShares Core S&P 500 ETF | 16,172 | 10,041.1 | -2.09% | 4.350 | -0.10% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 138,457 | 7,073.8 | New Holding | 3.060 | +3.06% | 0.070 | +0.79% | +2.02% | 10,501.3 | ||
SCHE | Schwab Emerging Markets Equity ETF | 222,524 | 6,706.9 | +3.31% | 2.900 | +0.09% | 0.070 | +16.00% | +15.61% | 10,485.8 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +5.58% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 38.2% | 82,086 | 22,688 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Reduce Reduce | -5.37% | 17.76 ($20.8) 22.1 | $21.94 | 5.48% | Reduce -42.28% | 743,141 | -544,459 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -4.62% | 71.83 ($85.64) 95.32 | $97.27 | 13.58% | Reduce -47.19% | 129,102 | -115,364 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +3.06% | 51.16 ($58.7) 62.02 | $63.46 | 8.11% | Add 104.75% | 222,830 | 114,002 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-06-30 | New Buy New Buy | +3.06% | 49.99 ($50.66) 51.09 | $50.93 | 0.53% | New holding | 138,457 | 138,457 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +2.24% | 153.67 ($168.97) 176.74 | $177.66 | 5.14% | Add 34.45% | 114,022 | 29,218 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.64% | 96.82 ($98) 99.46 | $98.11 | 0.11% | Reduce -3.56% | 351,574 | -12,969 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +0.37% | 228.54 ($262.5) 279.83 | $284.74 | 8.47% | Add 32.24% | 12,384 | 3,019 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | New Buy New Buy | +0.24% | 19.6 ($22.6) 24.44 | $24.86 | 10.00% | New holding | 22,318 | 22,318 | |
IUSV | ISHARES TRUST | 2025-06-30 | Add Add | +0.22% | 81.46 ($90.28) 94.63 | $95.64 | 5.94% | Add 49.46% | 16,343 | 5,408 |
Boyd Wealth Management, LLC Total Holding History ($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 2025-06-30
Boyd Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boyd Wealth Management, LLC's Holdings Heat Map
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Boyd Wealth Management, LLC's Holdings Bubble Chart
Boyd Wealth Management, LLC News
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