The Analysis of Boyd Wealth Management, LLC's Holdings
Currently, Boyd Wealth Management, LLC holds 47 types of securities in its portfolio with a total value $232.3M. In the most recent quarter, they have increased their positions in BIV (+279.1K shares, valued at $21.8M), SCHE (+250.5K shares, valued at $8.4M), VTV (+5.0K shares, valued at $938.0K); decreased their positions in AGG (-331.5K shares, valued at $33.2M), IJH (-119.3K shares, valued at $7.8M), ORCL (-5.7K shares, valued at $1.6M); initiated new positions in EEMX (+9.2K shares, valued at $383.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS82.4K shares0.34%2025-09-302025-10-31
BIV VANGUARD BD INDEX FDS286.5K shares3798.88%2025-09-302025-10-31 VTV VANGUARD INDEX FDS119.1K shares4.41%2025-09-302025-10-31 SCHF SCHWAB STRATEGIC TR773.7K shares4.11%2025-09-302025-10-31 SCHE SCHWAB STRATEGIC TR473.0K shares112.57%2025-09-302025-10-31 SPYG SPDR SERIES TRUST136.9K shares6.01%2025-09-302025-10-31 HYLB DBX ETF TR335.5K shares3.84%2025-09-302025-10-31 IVV ISHARES TR16.0K shares-0.85%2025-09-302025-10-31 IAGG ISHARES TR145.6K shares5.19%2025-09-302025-10-31 IJH ISHARES TR103.6K shares-53.53%2025-09-302025-10-31 SCHG SCHWAB STRATEGIC TR153.8K shares-5.24%2025-09-302025-10-31 IJR ISHARES TR40.3K shares3.94%2025-09-302025-10-31 IEFA ISHARES TR49.5K shares-2.23%2025-09-302025-10-31 MGV VANGUARD WORLD FD29.6K shares-0.65%2025-09-302025-10-31 VO VANGUARD INDEX FDS12.2K shares-1.66%2025-09-302025-10-31 VB VANGUARD INDEX FDS11.9K shares-1.08%2025-09-302025-10-31 IWL ISHARES TR14.1K shares-7.92%2025-09-302025-10-31 VUG VANGUARD INDEX FDS4.3K shares-0.16%2025-09-302025-10-31 AGG ISHARES TR20.1K shares-94.29%2025-09-302025-10-31 SPYX SPDR SERIES TRUST35.6K shares-4.61%2025-09-302025-10-31 IEMG ISHARES INC29.3K shares-0.22%2025-09-302025-10-31 VTEB VANGUARD MUN BD FDS37.2K shares0.00%2025-09-302025-10-31 IUSV ISHARES TR16.3K shares-0.30%2025-09-302025-10-31 ORCL ORACLE CORP5.3K shares-51.91%2025-09-302025-10-31 AAPL APPLE INC4.3K shares-19.81%2025-09-302025-10-31 AMZN AMAZON COM INC3.6K shares-29.40%2025-09-302025-10-31 FMHI FIRST TR EXCH TRADED FD III16.3K shares0.09%2025-09-302025-10-31 IUSG ISHARES TR4.2K shares-2.30%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR968 shares0.00%2025-09-302025-10-31 DE DEERE & CO1.4K shares0.00%2025-09-302025-10-31 VXUS VANGUARD STAR FDS8.5K shares0.00%2025-09-302025-10-31 SCHX SCHWAB STRATEGIC TR22.4K shares0.14%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO3.8K shares0.00%2025-09-302025-10-31 NVDA NVIDIA CORPORATION3.1K shares4.45%2025-09-302025-10-31 EMR EMERSON ELEC CO4.0K shares0.00%2025-09-302025-10-31 MUB ISHARES TR4.9K shares0.95%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL945 shares0.00%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-10-31 SPTI SPDR SERIES TRUST13.8K shares-2.88%2025-09-302025-10-31 GOOGL ALPHABET INC1.6K shares-50.08%2025-09-302025-10-31 EFAX SPDR INDEX SHS FDS8.0K shares1.95%2025-09-302025-10-31 EEMX SPDR INDEX SHS FDS9.2K sharesnew addition2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2025-09-302025-10-31 XOM EXXON MOBIL CORP2.9K shares0.00%2025-09-302025-10-31 ABBV ABBVIE INC1.1K shares-3.96%2025-09-302025-10-31 MSFT MICROSOFT CORP426 shares-54.00%2025-09-302025-10-31 ORGN ORIGIN MATERIALS INC24.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available