Skip to content
Disclosery

13F-HR filed by Boyd Wealth Management, LLC

Boyd Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-20, with 43 holding rows worth $136,213,017.

Accession
0001846114-23-000001
Filer
CIK 1846114
Filed
2023-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 43 entries on the cover page, a total value of $136,213,017 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,213,017 with VALUE read as dollars as filed, 13F file number 028-21625. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core US Aggregate Bond ETF464287226SHS231,750$22,477,386dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF498,103$14,066,423dollars as filed
Vanguard Value ETF922908744SHS93,629$13,142,703dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD243,763$11,320,354dollars as filed
Vanguard S&P 500 ETF922908363COM31,668$11,126,140dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF293,825$9,464,119dollars as filed
IJH464287507COM35,540$8,596,823dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,248$6,242,613dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS227,965$5,179,365dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS45,635$4,318,929dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS58,978$2,988,415dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS40,413$2,491,057dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF23,265$2,392,805dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF98,179$2,323,906dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS40,304$2,239,290dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF40,962$2,027,209dollars as filed
Vanguard Mid-Cap ETF922908629SHS8,483$1,728,920dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS23,173$1,082,179dollars as filed
ISHARES TR464289446RUS TOP 200 ETF11,748$1,056,968dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS24,759$1,002,987dollars as filed
Oracle Corporation68389X105COM11,056$903,717dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT17,966$885,634dollars as filed
Vanguard Growth922908736COM4,041$861,178dollars as filed
SPY78462F103SHS2,201$841,772dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS8,684$645,395dollars as filed
Procter & Gamble Co742718109COM4,246$643,524dollars as filed
Deere & Company244199105COM1,486$637,137dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS6,516$608,269dollars as filed
Apple Inc037833100COM4,586$595,836dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS7,843$553,923dollars as filed
VANGUARD STAR FDS921909768COM8,936$462,170dollars as filed
Vanguard Small-Cap ETF922908751SHS2,385$437,743dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM5,295$398,129dollars as filed
INVESCO QQQ TR46090E103COM1,469$391,204dollars as filed
EMERSON ELEC CO COM291011104Stock4,000$384,240dollars as filed
EXXON MOBIL CORP30231G102COM2,893$319,087dollars as filed
Amazon.com, Inc023135106COM3,635$305,340dollars as filed
Tesla Motors, Inc88160R101COM2,200$270,996dollars as filed
Berkshire Hathaway Inc084670702COM863$266,581dollars as filed
Pfizer Inc.717081103COM4,217$216,079dollars as filed
JPMorgan Chase & Co46625H100COM1,527$204,771dollars as filed
ORIGIN MATERIALS INC68622D106COM23,958$110,446dollars as filed
VISTAGEN THERAPEUTICS INC92840H202COM12,180$1,255dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001846114-23-000001this filing2023-01-20acceptance time not in the bulk data set