Boyd-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  null,
  null,
  "EMR",
  "MUB",
  "IJH",
  null,
  null,
  "IJR",
  "ORCL",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "IEFA",
  "SPYG",
  "IBM",
  "BIV",
  "VO",
  null,
  "AMZN",
  "VUG",
  "VXUS",
  "MGV",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "IUSG",
  "ORGN",
  "ET",
  "SCHG",
  "SCHF",
  null,
  "IUSV",
  "BRK-B",
  "KO",
  "DE",
  "XOM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 44
Total Value: 200662061
Accession Number: 0001667731-25-000504
Form Type: 13F-HR
CIK: boyd-wealth-management
Manager Name: Boyd-Wealth-Management

Data Enrichment

84% identified

37 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $200.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R796

Shares:31.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$200.7M)

464287663

IUSV|464287663

Shares:10.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$200.7M)

Apple Inc.

AAPL|037833100

Shares:4.5K

Value:$998.9K

% of Portfolio:0.5% ($998.9K/$200.7M)

33739P301

Shares:16.3K

Value:$779.1K

% of Portfolio:0.4% ($779.1K/$200.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.1K

Value:$700.8K

% of Portfolio:0.3% ($700.8K/$200.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.5K

Value:$663.6K

% of Portfolio:0.3% ($663.6K/$200.7M)

DEERE & CO

DE|244199105

Shares:1.4K

Value:$654.3K

% of Portfolio:0.3% ($654.3K/$200.7M)

78470E106

Shares:13.8K

Value:$594.1K

% of Portfolio:0.3% ($594.1K/$200.7M)

921909768

VXUS|921909768

Shares:8.5K

Value:$526.4K

% of Portfolio:0.3% ($526.4K/$200.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:945

Value:$503.3K

% of Portfolio:0.3% ($503.3K/$200.7M)

464288414

MUB|464288414

Shares:4.8K

Value:$502.5K

% of Portfolio:0.3% ($502.5K/$200.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:883

Value:$493.9K

% of Portfolio:0.2% ($493.9K/$200.7M)

921937819

BIV|921937819

Shares:6.3K

Value:$480.2K

% of Portfolio:0.2% ($480.2K/$200.7M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.0K

Value:$438.6K

% of Portfolio:0.2% ($438.6K/$200.7M)

464287671

IUSG|464287671

Shares:3.2K

Value:$406.4K

% of Portfolio:0.2% ($406.4K/$200.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$367.5K

% of Portfolio:0.2% ($367.5K/$200.7M)

NVIDIA CORP

NVDA|67066G104

Shares:3.3K

Value:$352.4K

% of Portfolio:0.2% ($352.4K/$200.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.9K

Value:$344.1K

% of Portfolio:0.2% ($344.1K/$200.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.3K

Value:$331.5K

% of Portfolio:0.2% ($331.5K/$200.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.7K

Value:$256.7K

% of Portfolio:0.1% ($256.7K/$200.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R796)✕	31.2K	QoQ -18.48% (-7.1K) YoY -25.15% (-10.5K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$200.7M)	QoQ -22.54% (-$415.8K) YoY -20.00% (-$357.2K)
(IUSVcusip464287663)	10.9K	QoQ +2.27% (+243) YoY +35.61% (+2.9K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$200.7M)	QoQ +1.93% (+$19.2K) YoY +38.40% (+$280.0K)
Apple Inc.(AAPLcusip037833100)	4.5K	QoQ +0.02% (-1) YoY +3.92% (+170)	All Managers (Combined)	$998.9K	0.5% ($998.9K/$200.7M)	QoQ -11.28% (-$127.0K) YoY +34.61% (+$256.9K)
(cusip33739P301)✕	16.3K	QoQ -11.86% (-2.2K) YoY -9.74% (-1.8K)	All Managers (Combined)	$779.1K	0.4% ($779.1K/$200.7M)	QoQ -12.75% (-$113.9K) YoY -10.44% (-$90.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.1K	QoQ 0.00% (+0) YoY -1.50% (-63)	All Managers (Combined)	$700.8K	0.3% ($700.8K/$200.7M)	QoQ +1.65% (+$11.4K) YoY +3.45% (-$23.4K)
AMAZON COM INC(AMZNcusip023135106)	3.5K	QoQ 0.00% (-0) YoY -4.56% (-167)	All Managers (Combined)	$663.6K	0.3% ($663.6K/$200.7M)	QoQ -13.27% (-$101.6K) YoY +0.65% (-$4.3K)
DEERE & CO(DEcusip244199105)	1.4K	QoQ 0.00% (+0) YoY -1.62% (-23)	All Managers (Combined)	$654.3K	0.3% ($654.3K/$200.7M)	QoQ +10.77% (+$63.6K) YoY +12.41% (-$72.3K)
(cusip78470E106)✕	13.8K	QoQ +113.26% (+7.3K) YoY NEW(+13.8K)	All Managers (Combined)	$594.1K	0.3% ($594.1K/$200.7M)	QoQ +130.13% (+$336.0K) YoY NEW(+$594.1K)
(VXUScusip921909768)	8.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$526.4K	0.3% ($526.4K/$200.7M)	QoQ +5.37% (+$26.9K) YoY +2.98% (+$15.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	945	QoQ 0.00% (+0) YoY +9.50% (+82)	All Managers (Combined)	$503.3K	0.3% ($503.3K/$200.7M)	QoQ +17.49% (+$74.9K) YoY +38.68% (+$140.4K)
(MUBcusip464288414)	4.8K	QoQ +23.88% (+919) YoY -0.20% (-10)	All Managers (Combined)	$502.5K	0.3% ($502.5K/$200.7M)	QoQ +22.59% (+$92.6K) YoY -2.21% (-$11.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	883	QoQ 0.00% (-0) YoY -59.93% (-1.3K)	All Managers (Combined)	$493.9K	0.2% ($493.9K/$200.7M)	QoQ -4.55% (-$23.6K) YoY -57.16% (-$659.1K)
(BIVcusip921937819)	6.3K	QoQ -14.05% (-1.0K) YoY -47.18% (-5.6K)	All Managers (Combined)	$480.2K	0.2% ($480.2K/$200.7M)	QoQ -11.94% (-$65.1K) YoY -46.36% (-$415.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$438.6K	0.2% ($438.6K/$200.7M)	QoQ -11.53% (-$57.2K) YoY -3.33% (-$15.1K)
(IUSGcusip464287671)	3.2K	QoQ +31.17% (+760) YoY +63.91% (+1.2K)	All Managers (Combined)	$406.4K	0.2% ($406.4K/$200.7M)	QoQ +19.63% (+$66.7K) YoY +77.71% (+$177.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ 0.00% (+0) YoY -1.89% (-29)	All Managers (Combined)	$367.5K	0.2% ($367.5K/$200.7M)	QoQ +2.33% (+$8.4K) YoY +20.14% (-$61.6K)
NVIDIA CORP(NVDAcusip67066G104)	3.3K	QoQ +3.83% (-120) YoY NEW(+3.3K)	All Managers (Combined)	$352.4K	0.2% ($352.4K/$200.7M)	QoQ -16.20% (-$68.1K) YoY NEW(+$352.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$344.1K	0.2% ($344.1K/$200.7M)	QoQ +10.56% (+$32.9K) YoY +2.31% (+$7.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$331.5K	0.2% ($331.5K/$200.7M)	QoQ +13.11% (+$38.4K) YoY +30.21% (+$76.9K)
Alphabet Inc.(GOOGLcusip02079K305)	1.7K	QoQ 0.00% (-0) YoY +6.41% (+100)	All Managers (Combined)	$256.7K	0.1% ($256.7K/$200.7M)	QoQ -18.30% (-$57.5K) YoY +9.02% (+$21.3K)