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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 $169,940,757
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 241,396 $11,012,490 6.48%
2.
Apple Inc.
 AAPL 31,350 $7,956,415 4.68%
3.
Schwab Strategic Trust
 SCHD 226,769 $6,957,280 4.09%
4.
Ishares Trust
 IEF 67,057 $6,519,912 3.84%
5.
Watford Holdings Ltd.
 WTREP 123,701 $6,499,259 3.82%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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