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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 $230,948,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 82,086 $46,627,036 20.19%
2.
Ishares Trust
 IEF 351,574 $34,876,106 15.1%
3.
Vanguard Index Fds - VALUE ETF
 114,022 $20,152,248 8.73%
4.
Schwab Strategic Trust
 FNDF 743,141 $16,423,426 7.11%
5.
Ishares Trust
 IEF 222,830 $13,819,940 5.98%
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)