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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 2023-12-31, filed 2024-01-31, with 41 holding rows worth $160,831,685.

Accession
0001846114-24-000001
Filer
CIK 1846114
Filed
2024-01-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 41 entries on the cover page, a total value of $160,831,685 stated on the cover page (in dollars after the unit check, H1), rows summing to $160,831,685 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
Vanguard S&P 500 ETF922908363COM64,903$28,349,469dollars as filed
Vanguard Value ETF922908744SHS100,594$15,038,803dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS140,868$13,981,112dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF317,242$11,725,271dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS95,299$10,316,067dollars as filed
IJH464287507COM36,277$10,054,144dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF361,514$8,961,929dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS126,703$8,243,297dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,992$8,115,850dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS93,530$7,496,399dollars as filed
DBX ETF TR233051432XTRACK USD HIGH203,009$7,216,970dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF28,031$3,065,750dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS43,337$3,048,758dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS34,806$2,887,506dollars as filed
Vanguard Small-Cap ETF922908751SHS10,864$2,317,617dollars as filed
Vanguard Mid-Cap ETF922908629SHS8,547$1,988,374dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF34,028$1,737,129dollars as filed
Vanguard Growth922908736COM4,451$1,383,727dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS26,887$1,359,944dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS34,982$1,357,651dollars as filed
ISHARES TR464289446RUS TOP 200 ETF10,988$1,264,609dollars as filed
Oracle Corporation68389X105COM11,052$1,165,212dollars as filed
SPY78462F103SHS2,199$1,045,085dollars as filed
FIRST TR EXCH TRADED FD III33739P301MUNI HI INCM ETF19,416$925,755dollars as filed
Apple Inc037833100COM4,315$830,795dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS10,209$779,763dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS8,403$708,618dollars as filed
Procter & Gamble Co742718109COM4,175$611,805dollars as filed
INVESCO QQQ TR46090E103COM1,476$604,398dollars as filed
Deere & Company244199105COM1,417$566,616dollars as filed
Tesla Motors, Inc88160R101COM2,200$546,656dollars as filed
Amazon.com, Inc023135106COM3,595$546,224dollars as filed
VANGUARD STAR FDS921909768COM8,476$491,269dollars as filed
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN15,895$397,057dollars as filed
EMERSON ELEC CO COM291011104Stock4,000$389,320dollars as filed
Berkshire Hathaway Inc084670702COM863$307,798dollars as filed
EXXON MOBIL CORP30231G102COM2,893$289,233dollars as filed
JPMorgan Chase & Co46625H100COM1,527$259,743dollars as filed
International Business Machines Corporation459200101COM1,333$218,012dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,560$217,916dollars as filed
ORIGIN MATERIALS INC68622D106COM23,958$20,034dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001846114-24-000001this filing2024-01-31acceptance time not in the bulk data set