Boyd Wealth Management, LLC
48 holdingsFiling period: 2026-06-30Current AUM: $262.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 83.5K | $57.3M | $58.7M | 22.38% | -385 | 2026-06-30 |
| 2 | SCHF | Schwab Strategic TR | 821.2K | $22.7M | $22.1M | 8.42% | +5.8K | 2026-06-30 |
| 3 | SPYG | Spdr Series Trust | 184.6K | $22.0M | $22.0M | 8.40% | -41,865 | 2026-06-30 |
| 4 | SCHE | Schwab Strategic TR | 465.6K | $16.9M | $16.2M | 6.17% | +234.2K | 2026-06-30 |
| 5 | BIV | Vanguard BD Index Fds | 216.1K | $16.6M | $16.0M | 6.09% | +78.3K | 2026-06-30 |
| 6 | VCLT | Vanguard Scottsdale Fds | 206.6K | $15.5M | $14.6M | 5.56% | -- | 2026-06-30 |
| 7 | HYDB | iShares TR | 323.9K | $15.1M | $14.5M | 5.53% | +35.4K | 2026-06-30 |
| 8 | IJR | iShares TR | 101.2K | $15.0M | $14.1M | 5.36% | +60.6K | 2026-06-30 |
| 9 | IVV | iShares TR | 15.6K | $11.7M | $12.0M | 4.58% | -109 | 2026-06-30 |
| 10 | VTV | Vanguard Index Fds | 53.1K | $11.6M | $12.0M | 4.58% | -64,872 | 2026-06-30 |
| 11 | IJH | iShares TR | 116.1K | $9.0M | $8.5M | 3.23% | +3.4K | 2026-06-30 |
| 12 | SCHG | Schwab Strategic TR | 153.4K | $5.2M | $5.4M | 2.05% | -2,021 | 2026-06-30 |
| 13 | IEFA | iShares TR | 52.9K | $5.1M | $5.1M | 1.93% | +2.8K | 2026-06-30 |
| 14 | MGV | Vanguard World FD | 28.5K | $4.7M | $4.8M | 1.82% | -55 | 2026-06-30 |
| 15 | VO | Vanguard Index Fds | 48.0K | $3.9M | $3.9M | 1.49% | +35.9K | 2026-06-30 |
| 16 | VB | Vanguard Index Fds | 11.7K | $3.5M | $3.4M | 1.28% | -38 | 2026-06-30 |
| 17 | IWL | iShares TR | 13.8K | $2.5M | $2.6M | 1.00% | -306 | 2026-06-30 |
| 18 | IEMG | iShares Inc | 29.8K | $2.5M | $2.2M | 0.86% | -- | 2026-06-30 |
| 19 | VUG | Vanguard Index Fds | 25.7K | $2.2M | $2.2M | 0.86% | +21.4K | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 9.1K | $1.8M | $2.0M | 0.75% | +6.7K | 2026-06-30 |
| 21 | SPYX | Spdr Series Trust | 29.6K | $1.8M | $1.9M | 0.71% | -3,127 | 2026-06-30 |
| 22 | IUSV | iShares TR | 13.3K | $1.5M | $1.5M | 0.58% | -962 | 2026-06-30 |
| 23 | AAPL | Apple Inc | 4.8K | $1.4M | $1.6M | 0.63% | +68 | 2026-06-30 |
| 24 | JMUB | J P Morgan Exchange Traded F | 21.5K | $1.1M | $1.1M | 0.40% | +12.3K | 2026-06-30 |
| 25 | VTEB | Vanguard Mun BD Fds | 21.3K | $1.1M | $1.0M | 0.39% | -5,064 | 2026-06-30 |
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