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Disclosery

13F-HR filed by Boyd Wealth Management, LLC

Boyd Wealth Management, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-20, with 40 holding rows worth $144,070,726.

Accession
0001846114-23-000002
Filer
CIK 1846114
Filed
2023-04-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 40 entries on the cover page, a total value of $144,070,726 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,070,726 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 ETF464287226SHS165,856$16,525,905dollars as filed
Vanguard Value ETF922908744SHS115,573$15,961,787dollars as filed
Vanguard S&P 500 ETF922908363COM41,788$15,715,236dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF378,316$13,165,394dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS122,992$11,893,315dollars as filed
DBX ETF TR233051432XTRACK USD HIGH243,894$8,475,317dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD174,489$8,228,029dollars as filed
IJH464287507COM31,188$7,802,102dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF312,833$7,670,674dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS17,030$7,000,659dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS79,464$4,399,127dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF29,633$2,993,526dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS43,102$2,881,369dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS42,890$2,795,141dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF38,477$1,949,245dollars as filed
Vanguard Mid-Cap ETF922908629SHS8,644$1,823,192dollars as filed
Vanguard Growth922908736COM5,137$1,281,373dollars as filed
ISHARES TR464289446RUS TOP 200 ETF11,763$1,144,658dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS23,380$1,140,710dollars as filed
Oracle Corporation68389X105COM11,052$1,026,952dollars as filed
SPY78462F103SHS2,180$892,577dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT16,702$831,426dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS24,605$817,870dollars as filed
FIRST TR EXCH TRADED FD III33739P301MUNI HI INCM ETF16,052$752,678dollars as filed
Apple Inc037833100COM4,312$711,049dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS9,575$706,478dollars as filed
Procter & Gamble Co742718109COM4,246$631,338dollars as filed
Deere & Company244199105COM1,486$613,540dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS7,738$593,814dollars as filed
VANGUARD STAR FDS921909768COM9,155$505,448dollars as filed
INVESCO QQQ TR46090E103COM1,473$472,630dollars as filed
Tesla Motors, Inc88160R101COM2,200$456,412dollars as filed
Vanguard Small-Cap ETF922908751SHS2,385$452,101dollars as filed
Amazon.com, Inc023135106COM3,635$375,459dollars as filed
EMERSON ELEC CO COM291011104Stock4,000$348,560dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM4,567$348,110dollars as filed
EXXON MOBIL CORP30231G102COM2,893$317,236dollars as filed
Berkshire Hathaway Inc084670702COM863$266,469dollars as filed
ORIGIN MATERIALS INC68622D106COM23,958$102,301dollars as filed
VISTAGEN THERAPEUTICS INC92840H202COM12,180$1,519dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001846114-23-000002this filing2023-04-20acceptance time not in the bulk data set