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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 $200,662,061
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 364,543 $36,060,610 17.97%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 59,398 $30,524,978 15.21%
3.
Schwab Strategic Trust
 FNDF 1,287,600 $25,468,737 12.69%
4.
Spdr Series Trust
 244,466 $19,647,732 9.79%
5.
Vanguard Index Fds - VALUE ETF
 84,804 $14,649,043 7.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)