The Analysis of BOYUM WEALTH ARCHITECTS LLC's Holdings
Currently, BOYUM WEALTH ARCHITECTS LLC holds 73 types of securities in its portfolio with a total value $213.9M. In the most recent quarter, they have increased their positions in DYNF (+130.7K shares, valued at $7.9M), PTRB (+176.9K shares, valued at $7.5M), SCHB (+163.2K shares, valued at $4.3M); decreased their positions in BUFR (-38.7K shares, valued at $1.3M), JEPI (-11.7K shares, valued at $681.4K), GDX (-3.3K shares, valued at $349.3K); initiated new positions in MDY (+1.1K shares, valued at $670.5K), JMUB (+11.1K shares, valued at $563.0K), N/A (+2.3K shares, valued at $465.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR1.4M shares13.32%2025-12-312026-01-26
PTRB PGIM ETF TR605.8K shares41.24%2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST308.6K shares73.52%2025-12-312026-01-26 RUNN STRATEGIC TRUST375.6K shares20.87%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR139.5K shares27.13%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II31.3K shares37.22%2025-12-312026-01-26 TBIL RBB FD INC147.1K shares34.50%2025-12-312026-01-26 AVEM AMERICAN CENTY ETF TR82.0K shares119.68%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F104.6K shares-10.04%2025-12-312026-01-26 VTI VANGUARD INDEX FDS11.7K shares0.26%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI81.7K shares-32.16%2025-12-312026-01-26 JMHI J P MORGAN EXCHANGE TRADED F54.2K shares36.82%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F52.3K shares19.31%2025-12-312026-01-26 QUAL ISHARES TR11.5K shares-1.35%2025-12-312026-01-26 JVAL J P MORGAN EXCHANGE TRADED F40.5K shares-1.85%2025-12-312026-01-26 FAST FASTENAL CO43.6K shares820.30%2025-12-312026-01-26 AOR ISHARES TR28.7K shares210.10%2025-12-312026-01-26 IEFA ISHARES TR18.2K shares12.75%2025-12-312026-01-26 JGRO J P MORGAN EXCHANGE TRADED F17.8K shares37.77%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F31.5K shares11.90%2025-12-312026-01-26 AAPL APPLE INC6.4K shares81.78%2025-12-312026-01-26 IWF ISHARES TR3.1K shares-1.53%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR44.6K shares-6.43%2025-12-312026-01-26 SPYV SPDR SERIES TRUST23.9K shares0.00%2025-12-312026-01-26 IXUS ISHARES TR13.7K shares-3.41%2025-12-312026-01-26 PII POLARIS INC16.9K shares-0.50%2025-12-312026-01-26 SMMD ISHARES TR12.7K shares-2.80%2025-12-312026-01-26 JQUA J P MORGAN EXCHANGE TRADED F15.6K shares-2.11%2025-12-312026-01-26 MSFT MICROSOFT CORP2.1K shares273.20%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR33.5K shares-13.23%2025-12-312026-01-26 MFSI MFS ACTIVE EXCHANGE TRADED F30.5K shares51.00%2025-12-312026-01-26 GDX VANECK ETF TRUST8.7K shares-27.30%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.8K shares143.16%2025-12-312026-01-26 NFLT ETFIS SER TR I34.4K shares10.37%2025-12-312026-01-26 GGG GRACO INC8.0K shares0.00%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR1.1K sharesnew addition2025-12-312026-01-26 AMZN AMAZON COM INC2.7K shares65.35%2025-12-312026-01-26 FEGE RBB FUND TRUST12.9K shares-2.46%2025-12-312026-01-26 EEM ISHARES TR10.3K shares-11.94%2025-12-312026-01-26 AOA ISHARES TR6.4K shares3.25%2025-12-312026-01-26 JMUB J P MORGAN EXCHANGE TRADED F11.1K sharesnew addition2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR17.1K shares0.00%2025-12-312026-01-26 NVDA NVIDIA CORPORATION2.5K shares75.43%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR15.3K shares-1.79%2025-12-312026-01-26 IWM ISHARES TR1.8K shares-14.43%2025-12-312026-01-26 MMM 3M CO2.6K shares37.83%2025-12-312026-01-26 TCAF T ROWE PRICE ETF INC11.1K shares2.25%2025-12-312026-01-26 GLD SPDR GOLD TR921 shares16.29%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.3K sharesnew addition2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST5.6K sharesnew addition2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR589 shares15.04%2025-12-312026-01-26 WMT WALMART INC3.3K sharesnew addition2025-12-312026-01-26 EFA ISHARES TR3.9K sharesnew addition2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.1.2K sharesnew addition2025-12-312026-01-26 DFIC DIMENSIONAL ETF TRUST9.6K sharesnew addition2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS4.1K sharesnew addition2025-12-312026-01-26 HYMB SPDR SERIES TRUST13.0K shares-21.49%2025-12-312026-01-26 IJR ISHARES TR2.5K sharesnew addition2025-12-312026-01-26 NFLX NETFLIX INC3.6K sharesnew addition2025-12-312026-01-26 XEL XCEL ENERGY INC4.0K shares2.76%2025-12-312026-01-26 BROADCOM INC BROADCOM INC923 sharesnew addition2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F4.8K shares15.14%2025-12-312026-01-26 META META PLATFORMS INC417 sharesnew addition2025-12-312026-01-26 ORCL ORACLE CORP1.4K sharesnew addition2025-12-312026-01-26 SLV ISHARES SILVER TR2.6K sharesnew addition2025-12-312026-01-26 IRT INDEPENDENCE RLTY TR INC14.1K shares-7.73%2025-12-312026-01-26 IEMG ISHARES INC3.0K sharesnew addition2025-12-312026-01-26 ACWI ISHARES TR1.5K sharesnew addition2025-12-312026-01-26 JNJ JOHNSON & JOHNSON949 sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available