BOYD WEALTH MANAGEMENT LLC

Stock Holdings
Option Holdings
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Closed
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Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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VOO
VANGUARD 500 INDEX FUND
82,086+22,688+38.20%
Created with Highcharts 10.1.0
$444.6320.19%0.01%46,627,0362025-06-30
AGG
ISHARES CORE US AGGREGATE BOND ETF
351,574-12,969-3.56%
Created with Highcharts 10.1.0
$100.3715.10%0.03%34,876,1062025-06-30
VTV
VANGUARD VALUE INDEX FUND
114,022+29,218+34.45%
Created with Highcharts 10.1.0
$151.928.73%0.02%20,152,2482025-06-30
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
743,141-544,459-42.28%
Created with Highcharts 10.1.0
$30.257.11%0.00%16,423,4262025-06-30
IJH
ISHARES CORE S&P MID-CAP ETF
222,830+114,002+104.75%
Created with Highcharts 10.1.0
$128.955.98%0.01%13,819,9402025-06-30
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
129,102-115,364-47.19%
Created with Highcharts 10.1.0
$69.525.33%0.03%12,306,0032025-06-30
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
323,073-2,745-0.84%
Created with Highcharts 10.1.0
$35.015.16%0.00%11,927,8552025-06-30
IVV
ISHARES CORE S&P 500 ETF
16,172-346-2.09%
Created with Highcharts 10.1.0
$457.834.35%0.00%10,041,1442025-06-30
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
138,457+138,457
Open
Created with Highcharts 10.1.0
$50.593.06%0.07%7,073,7792025-06-30
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
222,524+7,134+3.31%
Created with Highcharts 10.1.0
$26.132.90%0.00%6,706,8772025-06-30
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
162,255+6,704+4.31%
Created with Highcharts 10.1.0
$17.792.05%0.00%4,739,4692025-06-30
IJR
ISHARES CORE S&P SMALL-CAP ETF
38,819-846-2.13%
Created with Highcharts 10.1.0
$98.961.84%0.01%4,242,5222025-06-30
IEFA
ISHARES CORE MSCI EAFE ETF
50,640+5,208+11.46%
Created with Highcharts 10.1.0
$72.361.83%0.00%4,227,4272025-06-30
MGV
VANGUARD MEGA CAP VALUE INDEX FUND
29,788+1,044+3.63%
Created with Highcharts 10.1.0
$104.021.69%0.04%3,908,1862025-06-30
VO
VANGUARD MID-CAP INDEX FUND
12,384+3,019+32.24%
Created with Highcharts 10.1.0
$250.691.50%0.00%3,465,4152025-06-30
VB
VANGUARD SMALL-CAP INDEX FUND
12,036+1,735+16.84%
Created with Highcharts 10.1.0
$202.321.24%0.00%2,852,2912025-06-30
ORCL
ORACLE
11,05200.00%
Created with Highcharts 10.1.0
$94.561.05%0.00%2,416,2992025-06-30
IWL
ISHARES RUSSELL TOP 200 ETF
15,310+1,395+10.03%
Created with Highcharts 10.1.0
$111.131.02%0.14%2,344,2672025-06-30
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
37,365+6,141+19.67%
Created with Highcharts 10.1.0
$37.170.82%0.09%1,902,9992025-06-30
VUG
VANGUARD GROWTH INDEX FUND
4,290+158+3.82%
Created with Highcharts 10.1.0
$288.730.81%0.00%1,880,7362025-06-30
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
37,192-2,610-6.56%
Created with Highcharts 10.1.0
$49.130.79%0.01%1,823,5242025-06-30
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
29,397-15-0.05%
Created with Highcharts 10.1.0
$52.670.76%0.00%1,764,7022025-06-30
IUSV
ISHARES CORE S&P US VALUE ETF
16,343+5,408+49.46%
Created with Highcharts 10.1.0
$80.810.67%0.01%1,546,5472025-06-30
AMZN
AMAZON
5,088+1,600+45.87%
Created with Highcharts 10.1.0
$173.260.48%0.00%1,116,2562025-06-30
AAPL
APPLE
5,337+840+18.68%
Created with Highcharts 10.1.0
$164.780.47%0.00%1,094,9562025-06-30
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
16,272-25-0.15%
Created with Highcharts 10.1.0
$46.600.33%0.00%759,9022025-06-30
DE
DEERE &
1,39400.00%
Created with Highcharts 10.1.0
$348.330.31%0.00%708,8352025-06-30
IUSG
ISHARES CORE S&P US GROWTH ETF
4,299+1,101+34.43%
Created with Highcharts 10.1.0
$122.600.28%0.00%646,5762025-06-30
PG
PROCTER & GAMBLE
3,786-326-7.93%
Created with Highcharts 10.1.0
$148.900.26%0.00%603,1862025-06-30
SPY
SPDR S&P 500 ETF
968+85+9.63%
Created with Highcharts 10.1.0
$476.510.26%0.00%598,0792025-06-30
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
8,47600.00%
Created with Highcharts 10.1.0
$63.640.25%0.00%585,6072025-06-30
GOOGL
ALPHABET
3,269+1,609+96.93%
Created with Highcharts 10.1.0
$146.620.25%0.00%576,0962025-06-30
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
7,348+1,076+17.16%
Created with Highcharts 10.1.0
$75.540.25%0.00%568,2942025-06-30
SCHX
SCHWAB US LARGE-CAP ETF
22,318+22,318
Open
Created with Highcharts 10.1.0
$22.210.24%0.00%545,4522025-06-30
EMR
EMERSON ELECTRIC
4,00000.00%
Created with Highcharts 10.1.0
$93.950.23%0.00%533,3202025-06-30
MUB
ISHARES NATIONAL MUNI BOND ETF
4,842+76+1.59%
Created with Highcharts 10.1.0
$106.540.22%0.00%505,8922025-06-30
NVDA
NVIDIA
2,965-286-8.80%
Created with Highcharts 10.1.0
$126.150.20%0.00%468,4542025-06-30
MSFT
MICROSOFT
926+926
Open
Created with Highcharts 10.1.0
$425.330.20%0.00%460,6022025-06-30
BRK.B
BERKSHIRE HATHAWAY
94500.00%
Created with Highcharts 10.1.0
$297.470.20%0.00%459,0532025-06-30
JPM
JPMORGAN CHASE
1,49800.00%
Created with Highcharts 10.1.0
$138.510.19%0.00%434,2852025-06-30
SPTI
SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF
14,221+14,221
Open
Created with Highcharts 10.1.0
$28.490.18%0.00%409,1252025-06-30
IBM
IBM
1,33300.00%
Created with Highcharts 10.1.0
$151.080.17%0.00%392,9422025-06-30
EFAX
SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF
7,864-5,966-43.14%
Created with Highcharts 10.1.0
$42.210.16%0.10%372,4382025-06-30
ET
ENERGY TRANSFER LP
17,894+5,818+48.18%
Created with Highcharts 10.1.0
$17.660.14%0.00%324,4102025-06-30
MS
MORGAN STANLEY
2,267+2,267
Open
Created with Highcharts 10.1.0
$118.780.14%0.00%319,3302025-06-30
XOM
EXXON MOBIL
2,89300.00%
Created with Highcharts 10.1.0
$79.170.14%0.00%311,8552025-06-30
GS
GOLDMAN SACHS GROUP
435+435
Open
Created with Highcharts 10.1.0
$560.170.13%0.00%307,8712025-06-30
META
META
327+327
Open
Created with Highcharts 10.1.0
$596.480.10%0.00%241,3552025-06-30
AVGO
BROADCOM
861+861
Open
Created with Highcharts 10.1.0
$207.990.10%0.00%237,1982025-06-30
ABBV
ABBVIE
1,18700.00%
Created with Highcharts 10.1.0
$182.010.10%0.00%220,3782025-06-30