Boyer Financial Services, Inc.
44 holdingsFiling period: 2026-03-31Current AUM: $103.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 297.2K | $10.7M | $11.4M | 11.03% | +12.7K | 2026-03-31 |
| 2 | CGBL | CAPITAL GROUP CORE BALANCED | 292.9K | $10.1M | $10.9M | 10.56% | +39.0K | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 224.6K | $9.6M | $11.1M | 10.77% | +11.0K | 2026-03-31 |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 208.4K | $8.4M | $9.3M | 9.05% | +17.3K | 2026-03-31 |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 173.3K | $5.8M | $6.8M | 6.63% | +14.2K | 2026-03-31 |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | 193.6K | $5.1M | $5.0M | 4.83% | +5.4K | 2026-03-31 |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 207.3K | $4.6M | $4.5M | 4.40% | +11.3K | 2026-03-31 |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | 97.0K | $3.8M | $4.2M | 4.11% | +1.0K | 2026-03-31 |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | 99.4K | $3.8M | $4.4M | 4.30% | +5.9K | 2026-03-31 |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | 131.0K | $3.6M | $3.5M | 3.43% | -2,024 | 2026-03-31 |
| 11 | JBND | J P MORGAN EXCHANGE TRADED F | 53.3K | $2.9M | $2.8M | 2.72% | -17,309 | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 81.3K | $2.5M | $2.7M | 2.63% | +5.7K | 2026-03-31 |
| 13 | CGMM | CAPITAL GROUP EQUITY ETF TR | 76.2K | $2.2M | $2.4M | 2.36% | +13.4K | 2026-03-31 |
| 14 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 72.7K | $2.2M | $2.5M | 2.45% | +8.7K | 2026-03-31 |
| 15 | TBG | EA SERIES TRUST | 62.8K | $2.2M | $2.4M | 2.32% | -6,043 | 2026-03-31 |
| 16 | JIRE | J P MORGAN EXCHANGE TRADED F | 27.5K | $2.1M | $2.3M | 2.22% | +6.8K | 2026-03-31 |
| 17 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | 61.8K | $1.9M | $2.2M | 2.13% | +8.4K | 2026-03-31 |
| 18 | RDVY | FIRST TR EXCHANGE TRADED FD | 22.7K | $1.5M | $1.8M | 1.78% | +4.6K | 2026-03-31 |
| 19 | WCMI | FIRST TR EXCHANGE-TRADED FD | 91.2K | $1.5M | $1.7M | 1.69% | +23.1K | 2026-03-31 |
| 20 | SMTH | ALPS ETF TR | 39.7K | $1.0M | $1.0M | 0.97% | -17,907 | 2026-03-31 |
| 21 | CGSD | CAPITAL GRP FIXED INCM ETF T | 36.8K | $949K | $943K | 0.91% | +8.3K | 2026-03-31 |
| 22 | FWD | AB ACTIVE ETFS INC | 6.2K | $672K | $776K | 0.75% | +1.2K | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 1.8K | $659K | $827K | 0.80% | -169 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 3.1K | $643K | $838K | 0.81% | +539 | 2026-03-31 |
| 25 | QTUM | ETF SER SOLUTIONS | 5.6K | $596K | $785K | 0.76% | +392 | 2026-03-31 |
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