Boyd Wealth Management, LLC
49 holdingsFiling period: 2026-03-31Current AUM: $262.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 83.8K | $50.1M | $57.6M | 21.96% | +2.2K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 117.9K | $23.1M | $25.9M | 9.89% | +140 | 2026-03-31 |
| 3 | SPYG | SPDR SERIES TRUST | 226.5K | $22.2M | $26.5M | 10.12% | +85.8K | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 815.4K | $20.2M | $22.4M | 8.53% | +5.9K | 2026-03-31 |
| 5 | ISTB | ISHARES TR | 277.9K | $13.5M | $13.3M | 5.09% | +7.1K | 2026-03-31 |
| 6 | HYDB | ISHARES TR | 288.5K | $13.4M | $13.4M | 5.10% | -- | 2026-03-31 |
| 7 | BIV | VANGUARD BD INDEX FDS | 137.8K | $10.6M | $10.4M | 3.97% | +3.5K | 2026-03-31 |
| 8 | IVV | ISHARES TR | 15.8K | $10.3M | $11.8M | 4.51% | -39 | 2026-03-31 |
| 9 | IAGG | ISHARES TR | 165.8K | $8.3M | $8.2M | 3.15% | +15.1K | 2026-03-31 |
| 10 | SCHE | SCHWAB STRATEGIC TR | 231.4K | $7.6M | $8.3M | 3.18% | +1.4K | 2026-03-31 |
| 11 | IJH | ISHARES TR | 112.7K | $7.6M | $8.5M | 3.24% | +4.1K | 2026-03-31 |
| 12 | IJR | ISHARES TR | 40.6K | $5.0M | $5.9M | 2.25% | -65,821 | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 50.1K | $4.5M | $4.9M | 1.88% | -26 | 2026-03-31 |
| 14 | SCHG | SCHWAB STRATEGIC TR | 155.4K | $4.5M | $5.3M | 2.03% | +2.8K | 2026-03-31 |
| 15 | MGV | VANGUARD WORLD FD | 28.6K | $4.1M | $4.7M | 1.78% | -420 | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 12.1K | $3.5M | $3.9M | 1.49% | -102 | 2026-03-31 |
| 17 | VB | VANGUARD INDEX FDS | 11.7K | $3.1M | $3.5M | 1.32% | -205 | 2026-03-31 |
| 18 | IWL | ISHARES TR | 14.1K | $2.3M | $2.6M | 0.99% | -12 | 2026-03-31 |
| 19 | IEMG | ISHARES INC | 29.8K | $2.1M | $2.3M | 0.88% | +6 | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 4.3K | $1.9M | $2.2M | 0.83% | +59 | 2026-03-31 |
| 21 | SPYX | SPDR SERIES TRUST | 32.7K | $1.7M | $2.0M | 0.76% | -3,434 | 2026-03-31 |
| 22 | IUSV | ISHARES TR | 14.2K | $1.5M | $1.6M | 0.61% | +2 | 2026-03-31 |
| 23 | AGG | ISHARES TR | 14.2K | $1.4M | $1.4M | 0.53% | -166 | 2026-03-31 |
| 24 | VTEB | VANGUARD MUN BD FDS | 26.3K | $1.3M | $1.3M | 0.50% | -- | 2026-03-31 |
| 25 | AAPL | APPLE INC | 4.7K | $1.2M | $1.5M | 0.56% | +568 | 2026-03-31 |
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