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Home > Institutional Investor > Boyd Wealth Management, Llc > Profile

Instuitional Investor - Boyd Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Boyd Wealth Management, Llc
Portfolio Value $160,831,685
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 64,903 $28,349,469 17.62%
2.
Vanguard Index Fds
 100,594 $15,038,803 9.35%
3.
Ishares Trust
 IEF 140,868 $13,981,112 8.69%
4.
Schwab Strategic Trust
 FNDF 317,242 $11,725,271 7.29%
5.
Ishares Trust
 IEF 95,299 $10,316,067 6.41%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)