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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SCHWAB STRATEGIC TRUST
| SCHF | Common | 663,982 | 460,749 | 23,670,958,000 | 23,665,241,000 | 14.38 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 42,466 | 7,849 | 17,295,735,000 | 17,284,370,000 | 10.51 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 116,866 | 47,985 | 16,606,659,000 | 16,598,154,000 | 10.09 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYG | Common | 124,380 | 39,286 | 7,588,424,000 | 7,584,161,000 | 4.61 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 215,226 | 104,214 | 5,301,014,000 | 5,298,527,000 | 3.22 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGV | Common | 33,440 | 14,968 | 3,469,734,000 | 3,468,073,000 | 2.11 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHG | Common | 43,447 | 15,021 | 3,256,353,000 | 3,254,767,000 | 1.98 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 8,559 | 6,136 | 1,702,300,000 | 1,701,886,000 | 1.03 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 5,162 | 1,733 | 1,460,640,000 | 1,459,906,000 | 0.89 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 25,374 | 12,683 | 1,250,684,000 | 1,250,139,000 | 0.76 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 2,185 | 83 | 968,719,000 | 967,968,000 | 0.59 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYX | Common | 25,667 | 19,646 | 928,375,000 | 927,850,000 | 0.56 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSV | ETF | 8,720 | 3,489 | 682,389,000 | 682,062,000 | 0.41 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 2,200 | 25 | 575,894,000 | 575,317,000 | 0.35 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 1,475 | 9 | 544,817,000 | 544,425,000 | 0.33 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 3,635 | 255 | 473,859,000 | 473,477,000 | 0.29 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,893 | 125 | 310,264,000 | 310,022,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
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