The Analysis of Boyd Wealth Management, LLC's Holdings
Currently, Boyd Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $235.8M. In the most recent quarter, they have increased their positions in ISTB (+270.7K shares, valued at $13.2M), IJR (+66.1K shares, valued at $7.9M), SCHF (+35.9K shares, valued at $862.3K); decreased their positions in BIV (-152.1K shares, valued at $11.8M), SCHE (-243.0K shares, valued at $8.0M), AGG (-5.7K shares, valued at $571.9K); initiated new positions in ISTB (+270.7K shares, valued at $13.2M), VCSH (+3.2K shares, valued at $255.0K), USHY (+6.0K shares, valued at $223.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS117.8K shares-1.06%2025-12-312026-01-28
SCHF SCHWAB STRATEGIC TR809.5K shares4.64%2025-12-312026-01-28 SPYG SPDR SERIES TRUST140.6K shares2.76%2025-12-312026-01-28 ISTB ISHARES TR270.7K sharesnew addition2025-12-312026-01-28 HYLB DBX ETF TR347.8K shares3.66%2025-12-312026-01-28 IJR ISHARES TR106.4K shares163.78%2025-12-312026-01-28 IVV ISHARES TR15.8K shares-1.48%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS134.4K shares-53.10%2025-12-312026-01-28 IAGG ISHARES TR150.7K shares3.49%2025-12-312026-01-28 SCHE SCHWAB STRATEGIC TR230.0K shares-51.37%2025-12-312026-01-28 IJH ISHARES TR108.6K shares4.87%2025-12-312026-01-28 SCHG SCHWAB STRATEGIC TR152.6K shares-0.76%2025-12-312026-01-28 IEFA ISHARES TR50.1K shares1.27%2025-12-312026-01-28 MGV VANGUARD WORLD FD29.0K shares-2.04%2025-12-312026-01-28 VO VANGUARD INDEX FDS12.2K shares-0.10%2025-12-312026-01-28 VB VANGUARD INDEX FDS11.9K shares0.13%2025-12-312026-01-28 IWL ISHARES TR14.1K shares-0.03%2025-12-312026-01-28 VUG VANGUARD INDEX FDS4.2K shares-1.87%2025-12-312026-01-28 SPYX SPDR SERIES TRUST36.2K shares1.42%2025-12-312026-01-28 IEMG ISHARES INC29.8K shares1.63%2025-12-312026-01-28 IUSV ISHARES TR14.2K shares-12.64%2025-12-312026-01-28 AGG ISHARES TR14.4K shares-28.50%2025-12-312026-01-28 VTEB VANGUARD MUN BD FDS26.3K shares-29.22%2025-12-312026-01-28 AAPL APPLE INC4.2K shares-2.85%2025-12-312026-01-28 ORCL ORACLE CORP5.3K shares0.40%2025-12-312026-01-28 FMHI FIRST TR EXCH TRADED FD III16.3K shares0.19%2025-12-312026-01-28 AMZN AMAZON COM INC3.2K shares-10.38%2025-12-312026-01-28 IUSG ISHARES TR4.3K shares2.79%2025-12-312026-01-28 DE DEERE & CO1.4K shares0.00%2025-12-312026-01-28 VXUS VANGUARD STAR FDS8.5K shares0.00%2025-12-312026-01-28 SCHX SCHWAB STRATEGIC TR22.3K shares-0.01%2025-12-312026-01-28 SPTI SPDR SERIES TRUST20.1K shares45.72%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR828 shares-14.46%2025-12-312026-01-28 EMR EMERSON ELEC CO4.0K shares0.00%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO3.7K shares-3.54%2025-12-312026-01-28 ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-12-312026-01-28 EFAX SPDR INDEX SHS FDS8.3K shares3.64%2025-12-312026-01-28 NVDA NVIDIA CORPORATION2.2K shares-30.35%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2025-12-312026-01-28 XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-01-28 ABBV ABBVIE INC1.1K shares0.00%2025-12-312026-01-28 VCSH VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2025-12-312026-01-28 USHY ISHARES TR6.0K sharesnew addition2025-12-312026-01-28 MSFT MICROSOFT CORP432 shares1.41%2025-12-312026-01-28 ORGN ORIGIN MATERIALS INC15.9K shares-33.81%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available