Boyd Wealth Management, LLC

CIK 1846114 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +11.7% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas77,40%

Bobot 25 kepemilikan teratas95,27%

Posisi di atas 1%16

Jumlah posisi efektif11,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 17,13% Perkiraan pembelian $48.765.980 · penjualan $42.889.452

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 77,0% masih dipegang

Posisi baru3

Meningkat26

Menurun15

Tertutup4

Nilai Portofolio $264.2M #5.620 dari 9.337 berdasarkan nilai 13F · top 60.2%

Posisi 47

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 1,7%

Industrials 0,6%

Financials 0,4%

Communication Services 0,3%

Retail 0,2%

Consumer products 0,2%

Energy 0,2%

Consumer Staples 0,1%

Lainnya/Tidak terpetakan 96,4%

Portofolio lengkap 47 posisi

					Rentetan
VOO VANGUARD INDEX FUNDS	$57.321.556	21,70%	83.461	$7.219.527	Turun ×1
SCHF SCHWAB STRATEGIC TRUST	$22.747.983	8,61%	821.227	$2.566.803	Naik ×4
SPYG SPDR SERIES TRUST	$21.965.673	8,31%	184.601	$-207.613	Turun ×1
SCHE SCHWAB STRATEGIC TRUST	$16.882.264	6,39%	465.589	$9.257.876	Naik ×2
BIV VANGUARD BOND INDEX FUNDS	$16.573.950	6,27%	216.088	$5.936.848	Naik ×2
VCLT Vanguard Long-Term Corporate Bond ETF	$15.545.482	5,88%	206.584		Naik ×1
HYDB iShares Trust	$15.148.990	5,73%	323.904	$1.727.784	Naik ×1
IJR iShares Trust	$15.007.770	5,68%	101.192	$9.959.362	Naik ×1
IVV iShares Trust	$11.718.569	4,44%	15.648	$1.425.992	Turun ×6
VTV VANGUARD INDEX FUNDS	$11.562.930	4,38%	53.058	$-11.574.936	Turun ×1
IJH iShares Trust	$8.953.630	3,39%	116.115	$1.343.026	Naik ×3
SCHG SCHWAB STRATEGIC TRUST	$5.189.804	1,96%	153.363	$663.468	Turun ×1
IEFA iShares Trust	$5.109.951	1,93%	52.909	$573.131	Naik ×1
MGV VANGUARD WORLD FUND	$4.661.104	1,76%	28.517	$519.593	Turun ×4
VO VANGUARD INDEX FUNDS	$3.865.990	1,46%	47.983	$401.163	Naik ×1
VB VANGUARD INDEX FUNDS	$3.540.138	1,34%	11.679	$471.221	Turun ×2
IWL iShares Trust	$2.547.686	0,96%	13.775	$287.987	Turun ×4
IEMG iShares, Inc.	$2.470.040	0,93%	29.817	$390.304
VUG VANGUARD INDEX FUNDS	$2.211.300	0,84%	25.671	$349.701	Naik ×2
NVDA NVIDIA Corporation - Common Stock	$1.829.861	0,69%	9.145	$1.402.736	Naik ×2
SPYX SPDR SERIES TRUST	$1.807.949	0,68%	29.590	$72.966	Turun ×2
IUSV iShares Core S&P U.S. Value ETF	$1.462.265	0,55%	13.275	$6.538	Turun ×1
AAPL Apple Inc. - Common Stock	$1.387.150	0,53%	4.794	$187.630	Naik ×2
JMUB J.P. Morgan Exchange-Traded Fund Trust	$1.089.994	0,41%	21.518	$627.137	Naik ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$1.075.280	0,41%	21.259	$-237.974	Turun ×1
AGG iShares Trust	$1.008.492	0,38%	10.189	$-400.710	Turun ×5
FMHI First Trust Municipal High Income ETF	$895.756	0,34%	18.473	$77.973	Naik ×4
DE Deere & Company Common Stock	$885.525	0,34%	1.396	$100.285	Naik ×1
IUSG iShares Core S&P U.S. Growth ETF	$851.124	0,32%	4.525	$120.279	Turun ×1
ORCL Oracle Corporation Common Stock	$785.948	0,30%	5.363	$-1.826	Naik ×3
VXUS Vanguard Total International Stock ETF	$724.613	0,27%	8.476	$71.029
SCHX SCHWAB STRATEGIC TRUST	$657.554	0,25%	22.343	$84.500	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$651.911	0,25%	1.824	$139.140	Naik ×2
SPY SPY	$618.326	0,23%	828	$79.844
EMR Emerson Electric Company Common Stock	$573.602	0,22%	4.007	$49.522	Naik ×1
SPTI SPDR SERIES TRUST	$570.782	0,22%	20.105	$-1.514	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$544.845	0,21%	2.286	$79.778	Naik ×1
PG Procter & Gamble Company (The) Common Stock	$539.342	0,20%	3.678	$11.847	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$526.467	0,20%	1.608	$60.115	Naik ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$480.875	0,18%	961	$28.031	Naik ×1
EFAX SPDR INDEX SHARES FUNDS	$416.030	0,16%	7.687	$9.790	Turun ×2
XOM Exxon Mobil Corporation Common Stock	$399.209	0,15%	2.920	$-91.601	Naik ×1
IBM International Business Machines Corporation Common Stock	$376.540	0,14%	1.339	$53.434	Naik ×1
EEMX SPDR INDEX SHARES FUNDS	$297.116	0,11%	5.487
USHY iShares Trust	$246.599	0,09%	6.661	$21.763	Naik ×2
GOOG Alphabet Inc. - Class C Capital Stock	$228.605	0,09%	647		Naik ×1
KO Coca-Cola Company (The) Common Stock	$226.411	0,09%	2.786	$18.801	Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
SCHF	$22.747.983	8,61%	naik ×4
IJH	$8.953.630	3,39%	naik ×3
FMHI	$895.756	0,34%	naik ×4
ORCL	$785.948	0,30%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
VCLT	$15.545.482	206.584	5,88%
EEMX	$297.116	5.487	0,11%
GOOG	$228.605	647	0,09%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
VTV	Dipangkas	-65K	-$11.6M
IJR	Beli lebih banyak	+61K	+$10.0M
SCHE	Beli lebih banyak	+234K	+$9.3M
VOO	Dipangkas	-385	+$7.2M
BIV	Beli lebih banyak	+78K	+$5.9M
SCHF	Beli lebih banyak	+6K	+$2.6M
HYDB	Beli lebih banyak	+35K	+$1.7M
IVV	Dipangkas	-109	+$1.4M
NVDA	Beli lebih banyak	+7K	+$1.4M
IJH	Beli lebih banyak	+3K	+$1.3M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
ISTB	30 Juni 2026	277.861	$13.465.144
HYLB	31 Maret 2026	347.777	$12.808.627	-1,8%
IAGG	30 Juni 2026	165.810	$8.297.146
MUB	31 Des. 2025	4.888	$520.523
EEMX	31 Des. 2025	9.173	$383.723
ET	30 Sep. 2025	17.894	$324.410	19,3%
MS	30 Sep. 2025	2.267	$319.330	19,7%
GS	30 Sep. 2025	435	$307.871	13,3%
VCSH	30 Juni 2026	3.250	$257.643
ABBV	30 Juni 2026	1.140	$247.994	4,4%
META	30 Sep. 2025	327	$241.355	-0,9%
AVGO	30 Sep. 2025	861	$237.198	7,6%
MSFT	31 Maret 2026	432	$208.924	39,8%
KO	30 Juni 2025	2.803	$200.744	21,1%
NVTS	30 Sep. 2025	10.100	$66.155	71,7%
ORGN	31 Maret 2026	15.858	$3.357	Tidak lagi dilacak