Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Dickmeyer Boyce Financial Management, Inc. > Profile

Instuitional Investor - Dickmeyer Boyce Financial Management, Inc.

Fund Profile
Filing Period:
Fund Name: Dickmeyer Boyce Financial Management, Inc.
Portfolio Value $192,994,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 252,970 $11,507,599 5.96%
2.
Apple Inc.
 AAPL 31,394 $9,084,199 4.71%
3.
Ishares Trust
 IEF 68,403 $7,546,202 3.91%
4.
Schwab Strategic Trust
 SCHD 236,152 $7,488,376 3.88%
5.
Watford Holdings Ltd.
 WTREP 124,755 $7,051,165 3.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.