Boyd Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$197M
Signature - Title
Ryan Triplett - Chief Compliance Officer
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by Boyd Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boyd Wealth Management, LLC reported 48 stock holdings with total value $197M as of Q3 2024. Top holdings included VOO, SPYG, SCHF, AGG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $197M +$27.5M -$21.7M +$5.8M VOO, SPYG, SCHF, AGG, VTV 13F-HR 10/25/2024, 01:30 PM
Q2 2024 44 $181M +$23.4M -$21M +$2.44M VOO, AGG, SCHF, SPYG, VTV 13F-HR 7/24/2024, 04:08 PM
Q1 2024 42 $175M +$35.7M -$22.7M +$13M VOO, AGG, SPYG, SCHF, VTV 13F-HR 4/24/2024, 04:22 PM
Q4 2023 41 $161M +$32.1M -$34.1M -$2M VOO, VTV, AGG, SCHF, IJR 13F-HR 1/31/2024, 01:54 PM
Q3 2023 42 $149M +$41.8M -$51.5M -$9.67M SPYG, VOO, IJH, AGG, SCHF 13F-HR 10/25/2023, 04:05 PM
Q2 2023 39 $165M +$48.9M -$33.8M +$15.1M SCHF, VOO, VTV, AGG, SPTI 13F-HR 7/20/2023, 01:05 PM
Q1 2023 40 $144M +$35.3M -$32M +$3.3M AGG, VTV, VOO, SCHF, IJR 13F-HR 4/20/2023, 02:32 PM
Q4 2022 43 $136M +$17.5M -$13M +$4.58M AGG, SPTI, VTV, ISTB, VOO 13F-HR 1/20/2023, 03:59 PM
Q3 2022 42 $125M +$19.9M -$10.3M +$9.56M AGG, SPTI, VOO, ISTB, VTV 13F-HR 10/17/2022, 04:04 PM
Q2 2022 42 $122M +$27.1M -$21.9M +$5.22M AGG, SPTI, VOO, VTV, SCHF 13F-HR 8/2/2022, 06:35 PM
Q1 2022 39 $134M +$29.7M -$25.5M +$4.18M AGG, SPYG, VOO, SPTI, IVV 13F-HR 4/29/2022, 02:57 PM
Q4 2021 40 $138M $0 $0 VOO, SCHF, SPYG, IVV, IJH 13F-HR 2/7/2022, 12:06 PM