BOYUM WEALTH ARCHITECTS LLC
73 holdingsFiling period: 2026-03-31Current AUM: $264.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.50M | $41.8M | $48.0M | 18.16% | +113.4K | 2026-03-31 |
| 2 | PTRB | PGIM ETF TR | 655.8K | $27.3M | $26.8M | 10.13% | +50.0K | 2026-03-31 |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | 518.2K | $26.8M | $30.9M | 11.70% | +69.5K | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 331.9K | $21.3M | $24.7M | 9.34% | +23.3K | 2026-03-31 |
| 5 | AVDE | AMERICAN CENTY ETF TR | 174.5K | $15.6M | $16.8M | 6.34% | +35.0K | 2026-03-31 |
| 6 | RUNN | STRATEGIC TRUST | 405.1K | $13.4M | $14.1M | 5.33% | +29.5K | 2026-03-31 |
| 7 | AVEM | AMERICAN CENTY ETF TR | 136.6K | $12.4M | $13.7M | 5.19% | +54.6K | 2026-03-31 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 38.7K | $10.7M | $12.8M | 4.84% | +7.4K | 2026-03-31 |
| 9 | SGOV | ISHARES TR | 49.2K | $4.9M | $4.9M | 1.87% | -- | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 11.9K | $4.2M | $4.8M | 1.83% | +237 | 2026-03-31 |
| 11 | AVDS | AMERICAN CENTY ETF TR | 43.4K | $3.3M | $3.5M | 1.34% | -- | 2026-03-31 |
| 12 | JMHI | J P MORGAN EXCHANGE TRADED F | 56.7K | $2.8M | $2.8M | 1.06% | +2.5K | 2026-03-31 |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | 76.2K | $2.7M | $3.0M | 1.12% | -5,496 | 2026-03-31 |
| 14 | JVAL | J P MORGAN EXCHANGE TRADED F | 49.9K | $2.7M | $3.2M | 1.20% | +9.4K | 2026-03-31 |
| 15 | TBIL | RBB FD INC | 48.8K | $2.4M | $2.4M | 0.92% | -98,268 | 2026-03-31 |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | 50.7K | $2.4M | $2.3M | 0.88% | -1,600 | 2026-03-31 |
| 17 | QUAL | ISHARES TR | 11.3K | $2.3M | $2.7M | 1.01% | -231 | 2026-03-31 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | 38.4K | $2.2M | $2.2M | 0.84% | -66,178 | 2026-03-31 |
| 19 | FAST | FASTENAL CO | 43.7K | $2.0M | $2.0M | 0.76% | +47 | 2026-03-31 |
| 20 | JGRO | J P MORGAN EXCHANGE TRADED F | 19.0K | $1.8M | $1.9M | 0.73% | +1.2K | 2026-03-31 |
| 21 | AAPL | APPLE INC | 6.3K | $1.8M | $2.2M | 0.82% | -64 | 2026-03-31 |
| 22 | IEFA | ISHARES TR | 17.7K | $1.7M | $1.8M | 0.69% | -508 | 2026-03-31 |
| 23 | IWF | ISHARES TR | 13.3K | $1.6M | $1.8M | 0.67% | +10.2K | 2026-03-31 |
| 24 | AOR | ISHARES TR | 23.5K | $1.6M | $1.7M | 0.64% | -5,228 | 2026-03-31 |
| 25 | QQQ | INVESCO QQQ TR | 2.3K | $1.6M | $1.9M | 0.71% | +66 | 2026-03-31 |
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