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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 $235,840,902
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 81,632 $51,194,073 21.71%
2.
Vanguard Index Fds - VALUE ETF
 117,790 $22,496,712 9.54%
3.
Schwab Strategic Trust
 FNDF 809,521 $19,460,891 8.25%
4.
Spdr Series Trust
 140,643 $15,006,608 6.36%
5.
Ishares Trust
 VLUE 270,731 $13,198,136 5.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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