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 BOND INDEX FUNDS
| BIV | Common | 6,631 | -2,727 | 498,850,000 | 498,162,000 | 0.30 | |
Hist
| 06/30/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 9,155 | -5,963 | 513,412,000 | 512,720,000 | 0.31 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 4,246 | -47 | 644,288,000 | 643,746,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 4,313 | -132 | 836,606,000 | 835,992,000 | 0.51 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| IWL | Common | 11,450 | -1,035 | 1,221,028,000 | 1,219,968,000 | 0.74 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 11,052 | -4 | 1,316,183,000 | 1,315,508,000 | 0.80 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 8,599 | -1,734 | 1,893,156,000 | 1,891,214,000 | 1.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 41,768 | -21,165 | 2,819,340,000 | 2,816,025,000 | 1.71 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 40,466 | -31,190 | 4,032,425,000 | 4,026,177,000 | 2.45 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 22,776 | -12,269 | 5,955,574,000 | 5,947,890,000 | 3.62 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 17,030 | -609 | 7,590,405,000 | 7,584,079,000 | 4.61 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ITE | Common | 498,526 | -102,609 | 14,103,300,000 | 14,086,390,000 | 8.57 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 149,631 | -69,625 | 14,656,367,000 | 14,635,244,000 | 8.90 | |
Hist
| 06/30/2023 |
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