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The Analysis of Boyd Wealth Management, LLC's Holdings & P&L

Currently, Boyd Wealth Management, LLC holds 47 types of securities in its portfolio with a total value $264.2M. In the most recent quarter, they have increased their positions in VCLT (+206.6K shares, valued at $15.5M), IJR (+60.6K shares, valued at $9.0M), SCHE (+234.2K shares, valued at $8.5M); decreased their positions in VTV (-64.9K shares, valued at $14.1M), SPYG (-41.9K shares, valued at $5.0M), N/A (-4.0K shares, valued at $396.6K); initiated new positions in VCLT (+206.6K shares, valued at $15.5M), EEMX (+5.5K shares, valued at $297.1K), GOOG (+647 shares, valued at $228.6K).

1M P&L

+1.1M+0.47%

3M P&L

+9.0M+3.80%

HY P&L

+1.2M+0.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A236.3M

96.8%

2Semiconductors1.8M

0.7%

3Consumer Electronics1.4M

0.6%

Top Industries by Stock Count

1N/A29 stocks

72.5%

2Internet Content & Information2 stocks

5.0%

3Internet Retail1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS83.5K shares-0.46%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR821.2K shares0.71%2026-06-302026-07-17

SPYG SPDR SERIES TRUST184.6K shares-18.49%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR465.6K shares101.21%2026-06-302026-07-17

BIV VANGUARD BD INDEX FDS216.1K shares56.79%2026-06-302026-07-17

VCLT VANGUARD SCOTTSDALE FDS206.6K sharesnew addition2026-06-302026-07-17

HYDB ISHARES TR323.9K shares12.27%2026-06-302026-07-17

IJR ISHARES TR101.2K shares149.17%2026-06-302026-07-17

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ISHARES TR ISHARES TR15.6K shares-0.69%2026-06-302026-07-17

VTV VANGUARD INDEX FDS53.1K shares-55.01%2026-06-302026-07-17

IJH ISHARES TR116.1K shares3.03%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR153.4K shares-1.30%2026-06-302026-07-17

ISHARES TR ISHARES TR52.9K shares5.58%2026-06-302026-07-17

MGV VANGUARD WORLD FD28.5K shares-0.19%2026-06-302026-07-17

VO VANGUARD INDEX FDS48.0K shares297.70%2026-06-302026-07-17

VB VANGUARD INDEX FDS11.7K shares-0.32%2026-06-302026-07-17

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IWL ISHARES TR13.8K shares-2.17%2026-06-302026-07-17

IEMG ISHARES INC29.8K shares0.00%2026-06-302026-07-17

VUG VANGUARD INDEX FDS25.7K shares502.32%2026-06-302026-07-17

NVDA NVIDIA CORPORATION9.1K shares273.42%2026-06-302026-07-17

SPYX SPDR SERIES TRUST29.6K shares-9.56%2026-06-302026-07-17

IUSV ISHARES TR13.3K shares-6.76%2026-06-302026-07-17

AAPL APPLE INC4.8K shares1.44%2026-06-302026-07-17

JMUB J P MORGAN EXCHANGE TRADED F21.5K shares132.40%2026-06-302026-07-17

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VTEB VANGUARD MUN BD FDS21.3K shares-19.24%2026-06-302026-07-17

ISHARES TR ISHARES TR10.2K shares-28.23%2026-06-302026-07-17

FMHI FIRST TR EXCH TRADED FD III18.5K shares7.39%2026-06-302026-07-17

DE DEERE & CO1.4K shares0.14%2026-06-302026-07-17

IUSG ISHARES TR4.5K shares-3.97%2026-06-302026-07-17

ORACLE CORP ORACLE CORP5.4K shares0.15%2026-06-302026-07-17

VXUS VANGUARD STAR FDS8.5K shares0.00%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR22.3K shares-0.03%2026-06-302026-07-17

Sponsored

GOOGL ALPHABET INC1.8K shares2.30%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T828 shares0.00%2026-06-302026-07-17

EMR EMERSON ELEC CO4.0K shares0.17%2026-06-302026-07-17

SPTI SPDR SERIES TRUST20.1K shares0.69%2026-06-302026-07-17

AMZN AMAZON COM INC2.3K shares2.37%2026-06-302026-07-17

PG PROCTER & GAMBLE CO3.7K shares0.71%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.6K shares1.45%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL961 shares1.69%2026-06-302026-07-17

Sponsored

EFAX SPDR INDEX SHS FDS7.7K shares-5.83%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares0.93%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.45%2026-06-302026-07-17

EEMX SPDR INDEX SHS FDS5.5K sharesnew addition2026-06-302026-07-17

USHY ISHARES TR6.7K shares9.14%2026-06-302026-07-17

GOOG ALPHABET INC647 sharesnew addition2026-06-302026-07-17

KO COCA COLA CO2.8K shares2.05%2026-06-302026-07-17

VOO

VANGUARD INDEX FDS

-0.46%

Shares83.5K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

0.71%

Shares821.2K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

-18.49%

Shares184.6K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

101.21%

Shares465.6K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD BD INDEX FDS

56.79%

Shares216.1K

Event2026-06-30

Filed2026-07-17

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares206.6K

Event2026-06-30

Filed2026-07-17

HYDB

ISHARES TR

12.27%

Shares323.9K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

149.17%

Shares101.2K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-0.69%

Shares15.6K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

-55.01%

Shares53.1K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

3.03%

Shares116.1K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

-1.30%

Shares153.4K

Event2026-06-30

Filed2026-07-17

ISHARES TR

5.58%

Shares52.9K

Event2026-06-30

Filed2026-07-17

MGV

VANGUARD WORLD FD

-0.19%

Shares28.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

297.70%

Shares48.0K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-0.32%

Shares11.7K

Event2026-06-30

Filed2026-07-17

IWL

ISHARES TR

-2.17%

Shares13.8K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

502.32%

Shares25.7K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

273.42%

Shares9.1K

Event2026-06-30

Filed2026-07-17

SPYX

SPDR SERIES TRUST

-9.56%

Shares29.6K

Event2026-06-30

Filed2026-07-17

IUSV

ISHARES TR

-6.76%

Shares13.3K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

1.44%

Shares4.8K

Event2026-06-30

Filed2026-07-17

JMUB

J P MORGAN EXCHANGE TRADED F

132.40%

Shares21.5K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

-19.24%

Shares21.3K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-28.23%

Shares10.2K

Event2026-06-30

Filed2026-07-17

FMHI

FIRST TR EXCH TRADED FD III

7.39%

Shares18.5K

Event2026-06-30

Filed2026-07-17

DEERE & CO

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IUSG

ISHARES TR

-3.97%

Shares4.5K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

0.15%

Shares5.4K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

-0.03%

Shares22.3K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

2.30%

Shares1.8K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.00%

Shares828

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

0.17%

Shares4.0K

Event2026-06-30

Filed2026-07-17

SPTI

SPDR SERIES TRUST

0.69%

Shares20.1K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

2.37%

Shares2.3K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.71%

Shares3.7K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

1.45%

Shares1.6K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.69%

Shares961

Event2026-06-30

Filed2026-07-17

EFAX

SPDR INDEX SHS FDS

-5.83%

Shares7.7K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

0.93%

Shares2.9K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-17

EEMX

SPDR INDEX SHS FDS

New

Shares5.5K

Event2026-06-30

Filed2026-07-17

USHY

ISHARES TR

9.14%

Shares6.7K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

New

Shares647

Event2026-06-30

Filed2026-07-17

COCA COLA CO

2.05%

Shares2.8K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available