BW

Boyd Wealth Management, LLC

13F
Boyd Wealth Management, LLC
Last update 2024-10-25 48 Stocks (6 new)
Value $197.00 Mil Turnover 19 %
Countries:
Top Holdings: VOO(22.68%)SPYG(9.11%)SCHF(8.07%)AGG(7.67%)VTV(7.57%)
Summary Stock Picks Current Portfolio
Boyd Wealth Management, LLC Top Holdings of 2024-09-30 View Full List
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
44,775.3
+1.56%
22.680
+0.35%
0.010
+9.97%
+29.14%
538,054.2
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
216,847
17,985.3
+32.58%
9.110
+2.24%
0.060
+14.36%
+40.24%
34,330.0
 
SCHF 		Schwab International Equity ETF
774,562
15,925.0
+107.50%
8.070
+4.18%
0.020
-0.55%
+7.71%
41,510.6
 
AGG 		iShares Core U.S. Aggregate Bond ETF
149,404
15,130.1
-9.16%
7.670
-0.81%
0.010
-1.97%
+2.85%
120,563.5
 
VTV 		Vanguard Value ETF
85,592
14,941.8
+20.62%
7.570
+1.29%
0.010
+4.29%
+19.52%
125,296.5
 
IJH 		iShares Core S&P Mid-Cap ETF
176,669
11,010.0
+71.16%
5.580
+2.32%
0.010
+12.40%
+20.78%
100,023.4
 
IVV 		iShares Core S&P 500 ETF
16,521
9,529.6
-0.30%
4.830
-0.02%
0.000
+9.96%
+29.13%
584,916.2
 
HYLB 		Xtrackers USD High Yield Corporate Bond ETF
223,314
8,244.8
-0.59%
4.180
-0.03%
0.230
+2.16%
+9.19%
3,475.3
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
161,080
7,841.4
New Holding
3.970
+3.97%
0.190
-0.12%
+4.59%
4,188.3
 
SCHE 		Schwab Emerging Markets Equity ETF
210,215
6,134.1
-46.31%
3.110
-2.66%
0.060
+6.05%
+14.63%
9,473.2
 

Boyd Wealth Management, LLC's Historical Top Holdings Breakdowns

Boyd Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-09-30Add
+12.78%
●
58.97 ($61.25) 62.89
$90.82
48.28%
Add 258%
445,284
320,904
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-12-31Reduce
-12.69%
●
57.02 ($61.67) 65.3
$90.82
47.27%
Reduce -71.55%
126,703
-318,581
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2023-03-31Sold Out
-10.33%
●
27.81 ($28.48) 29.09
$28.27
-0.74%
Sold Out
0
-498,103
SCHF 		Schwab International Equity ETF2023-09-30Reduce
-9.09%
●
33.82 ($35.33) 36.71
$19.72
-44.18%
Reduce -63.22%
244,219
-419,763
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2023-09-30Sold Out
-8.57%
●
27.44 ($27.95) 28.48
$28.27
1.14%
Sold Out
0
-498,526
VTV 		Vanguard Value ETF2023-09-30Reduce
-7.22%
●
137.93 ($143.28) 147.18
$175.52
22.50%
Reduce -71.51%
33,296
-83,570
VTV 		Vanguard Value ETF2023-12-31Add
+6.26%
●
131.82 ($140.69) 149.95
$175.52
24.76%
Add 202.12%
100,594
67,298
HYLB 		Xtrackers USD High Yield Corporate Bond ETF2023-03-31New Buy
+5.88%
●
33.45 ($34.18) 35.16
$36.65
7.23%
New holding
243,894
243,894
IJH 		iShares Core S&P Mid-Cap ETF2023-09-30Add
+5.66%
●
49.23 ($52.4) 54.48
$66.33
26.58%
Add 148.47%
282,960
33,816
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-03-31Add
+5.56%
●
63.12 ($69.6) 73.73
$90.82
30.49%
Add 105.06%
259,816
133,113

Boyd Wealth Management, LLC Total Holding History ($B)

To

Boyd Wealth Management, LLC's Asset Allocation

To

Boyd Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boyd Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Boyd Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Boyd Wealth Management, LLC's Holdings Heat Map

Size field:

Boyd Wealth Management, LLC's Holdings Bubble Chart

Boyd Wealth Management, LLC News

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