$149 Million is the total value of Boyd Wealth Management, LLC's 42 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -122,969 | -100.0% | -3.68% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -498,526 | -100.0% | -8.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 16.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 15.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 14.4% |
| SPDR SER TR | 8 | Q3 2023 | 17.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.1% |
| ISHARES TR | 8 | Q3 2023 | 9.5% |
| ISHARES TR | 8 | Q3 2023 | 7.7% |
| ISHARES TR | 8 | Q3 2023 | 8.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.3% |
| ISHARES TR | 8 | Q3 2023 | 3.5% |
View Boyd Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Boyd Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.