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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 $202,798,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 79,988 $43,098,480 21.25%
2.
Ishares Trust
 IEF 247,471 $23,979,978 11.82%
3.
Vanguard Index Fds - VALUE ETF
 103,346 $17,496,478 8.62%
4.
Schwab Strategic Trust
 FNDF 783,296 $14,490,979 7.14%
5.
Schwab Strategic Trust
 FNDF 466,712 $12,428,545 6.12%
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)