News + Filings Holdings
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Boyd Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SCOTTSDALE FUNDS
| VCLT | Common | 99,946 | 99,946 | 7,844,791,000 | 7,844,791,000 | 4.77 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IAGG | Common | 122,969 | 122,969 | 6,061,159,000 | 6,061,159,000 | 3.68 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| PWZ | Common | 221,449 | 221,449 | 5,456,503,000 | 5,456,503,000 | 3.31 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 29,833 | 29,833 | 1,498,213,000 | 1,498,213,000 | 0.91 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 1,527 | 1,527 | 222,087,000 | 222,087,000 | 0.13 | |
Hist
| 06/30/2023 |
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