BOYUM WEALTH ARCHITECTS LLC
CIK 2068635 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $251.2M
- Posisi
- 72
- Per tanggal
- 30 Juni 2026
#5.721 dari 9.443 berdasarkan nilai 13F · top 60.6%
Nilai portofolio QoQ: +4.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 75,71%
- Bobot 25 kepemilikan teratas
- 88,72%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 12,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,91% Perkiraan pembelian $10.611.950 · penjualan $4.680.604
Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q2 2026 · 80,0% masih dipegang
- Posisi baru
- 1
- Meningkat
- 20
- Menurun
- 28
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,5%
Industrials
0,9%
Communication Services
0,7%
Consumer Discretionary
0,5%
Retail
0,4%
Utilities
0,2%
Financials
0,2%
Healthcare
0,1%
Lainnya/Tidak terpetakan
95,6%
Portofolio lengkap 72 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $44.084.202 | 17,55% | 1.522.245 | $2.296.006 | Naik ×5 | ||
| PRF | $29.171.402 | 11,61% | 535.648 | $2.322.736 | Naik ×5 | ||
| PTRB | $27.859.183 | 11,09% | 678.169 | $556.938 | Naik ×4 | ||
| DYNF | $22.962.368 | 9,14% | 339.680 | $1.659.183 | Naik ×4 | ||
| AVDE | $16.669.387 | 6,64% | 186.730 | $1.081.975 | Naik ×5 | ||
| RUNN Running Oak Efficient Growth ETF | $14.559.608 | 5,80% | 437.177 | $1.200.024 | Naik ×5 | ||
| AVEM | $12.286.547 | 4,89% | 135.017 | $-78.674 | Turun ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $10.936.999 | 4,35% | 37.320 | $207.303 | Turun ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $7.347.351 | 2,93% | 73.093 | $2.407.743 | Naik ×1 | ||
| VTI | $4.300.911 | 1,71% | 11.631 | $76.513 | Turun ×1 | ||
| AVDS | $3.466.974 | 1,38% | 46.214 | $140.188 | Naik ×1 | ||
| JCPB | $2.960.987 | 1,18% | 63.897 | $584.568 | Naik ×1 | ||
| JVAL | $2.882.509 | 1,15% | 49.707 | $188.866 | Turun ×1 | ||
| JMHI | $2.853.532 | 1,14% | 56.979 | $16.865 | Naik ×4 | ||
| BUFR | $2.752.507 | 1,10% | 75.123 | $27.678 | Turun ×3 | ||
| QUAL | $2.436.352 | 0,97% | 11.143 | $103.196 | Turun ×4 | ||
| JEPI | $2.056.483 | 0,82% | 36.231 | $-126.230 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $2.008.751 | 0,80% | 6.331 | $235.308 | |||
| JGRO | $1.781.949 | 0,71% | 18.789 | $-4.723 | Turun ×1 | ||
| IEFA | $1.698.105 | 0,68% | 17.661 | $13.422 | |||
| FAST Fastenal Company - Common Stock | $1.634.517 | 0,65% | 34.740 | $-326.671 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.601.929 | 0,64% | 2.251 | $29.346 | Turun ×1 | ||
| IWF | $1.547.354 | 0,62% | 12.726 | $-52.552 | Turun ×1 | ||
| SCHG | $1.497.913 | 0,60% | 43.582 | $53.606 | |||
| SPYV | $1.491.163 | 0,59% | 24.113 | $47.262 | |||
| AOR | $1.381.984 | 0,55% | 20.172 | $-211.221 | Turun ×2 | ||
| SMMD | $1.320.935 | 0,53% | 14.764 | $243.098 | Naik ×1 | ||
| FBND | $1.292.837 | 0,51% | 28.666 | $894.065 | Naik ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1.221.034 | 0,49% | 13.049 | $-32.254 | Turun ×5 | ||
| PII Polaris Inc. Common Stock | $1.182.153 | 0,47% | 17.663 | $60.749 | Naik ×2 | ||
| JQUA | $1.081.817 | 0,43% | 14.994 | $76.283 | Turun ×4 | ||
| MFSI MFS Active International ETF | $1.076.280 | 0,43% | 33.342 | $169.237 | Naik ×1 | ||
| SCHD | $1.037.155 | 0,41% | 31.854 | $-122.986 | Turun ×1 | ||
| TBIL F/m US Treasury 3 Month Bill Fund | $964.294 | 0,38% | 19.313 | $-1.472.279 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $848.929 | 0,34% | 2.408 | $-103.815 | Turun ×2 | ||
| NFLT | $836.560 | 0,33% | 36.643 | $131.028 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $771.113 | 0,31% | 1.972 | $-46.663 | Turun ×2 | ||
| SPY SPY | $746.772 | 0,30% | 997 | $47.886 | Naik ×4 | ||
| MDY | $723.023 | 0,29% | 1.054 | $22.798 | |||
| EEM | $716.273 | 0,29% | 11.105 | $-5.831 | Turun ×1 | ||
| VOO | $695.622 | 0,28% | 1.010 | $26.249 | |||
| AMZN Amazon.com, Inc. - Common Stock | $693.705 | 0,28% | 2.805 | $-45.888 | Naik ×5 | ||
| FEGE First Eagle Global Equity ETF | $639.650 | 0,25% | 12.878 | $8.757 | |||
| AOA | $636.844 | 0,25% | 6.596 | $6.775 | Turun ×1 | ||
| INMU | $605.681 | 0,24% | 25.132 | Naik ×1 | |||
| SCHV | $586.011 | 0,23% | 17.125 | $31.852 | |||
| IWM | $518.579 | 0,21% | 1.767 | $25.091 | |||
| SCHA | $516.072 | 0,21% | 15.037 | $15.940 | Turun ×1 | ||
| TCAF | $475.488 | 0,19% | 11.430 | $24.216 | Turun ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $474.633 | 0,19% | 16.736 | $167.819 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $441.864 | 0,18% | 2.171 | $11.029 | |||
| JPST | $438.527 | 0,17% | 8.694 | $-97.478 | Turun ×2 | ||
| GDX GDX | $404.415 | 0,16% | 5.512 | $-75.735 | |||
| MMM 3M Company Common Stock | $397.562 | 0,16% | 2.521 | $38.319 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $389.945 | 0,16% | 1.112 | $-93.679 | Turun ×2 | ||
| XEL Xcel Energy Inc. - Common Stock | $389.864 | 0,16% | 4.844 | $-10.173 | |||
| JPM JP Morgan Chase & Co. Common Stock | $388.724 | 0,15% | 1.162 | $25.634 | |||
| EFA | $372.593 | 0,15% | 3.609 | $-15.693 | Turun ×2 | ||
| IJR | $365.237 | 0,15% | 2.519 | $19.069 | |||
| GGG Graco Inc. Common Stock | $349.420 | 0,14% | 4.727 | $-282.991 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $344.570 | 0,14% | 3.002 | $-50.493 | |||
| AVGO Broadcom Inc. - Common Stock | $344.109 | 0,14% | 896 | $-33.358 | |||
| HYMB | $327.986 | 0,13% | 13.005 | $2.861 | |||
| XT iShares Future Exponential Technologies ETF | $313.822 | 0,12% | 3.871 | $31.594 | Naik ×1 | ||
| GLD | $277.917 | 0,11% | 757 | $-42.430 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $273.697 | 0,11% | 4.593 | $3.353 | |||
| DCOR | $262.957 | 0,10% | 3.192 | $11.364 | |||
| NFLX Netflix, Inc. - Common Stock | $261.211 | 0,10% | 3.538 | $-60.999 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $251.116 | 0,10% | 268 | $33.690 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $239.050 | 0,10% | 364 | $14.423 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $235.860 | 0,09% | 915 | $27.981 | |||
| IEMG | $224.481 | 0,09% | 2.860 | $-458 | |||
| 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 |
|---|---|---|---|
| SCHB | $44.084.202 | 17,55% | naik ×5 |
| PRF | $29.171.402 | 11,61% | naik ×5 |
| PTRB | $27.859.183 | 11,09% | naik ×4 |
| DYNF | $22.962.368 | 9,14% | naik ×4 |
| AVDE | $16.669.387 | 6,64% | naik ×5 |
| RUNN | $14.559.608 | 5,80% | naik ×5 |
| JMHI | $2.853.532 | 1,14% | naik ×4 |
| SPY | $746.772 | 0,30% | naik ×4 |
| AMZN | $693.705 | 0,28% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| INMU | $605.681 | 25.132 | 0,24% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SGOV | Beli lebih banyak | +24K | +$2.4M |
| PRF | Beli lebih banyak | +17K | +$2.3M |
| SCHB | Beli lebih banyak | +20K | +$2.3M |
| DYNF | Beli lebih banyak | +8K | +$1.7M |
| TBIL | Dipangkas | -30K | -$1.5M |
| RUNN | Beli lebih banyak | +32K | +$1.2M |
| AVDE | Beli lebih banyak | +12K | +$1.1M |
| FBND | Beli lebih banyak | +20K | +$894K |
| JCPB | Beli lebih banyak | +13K | +$585K |
| PTRB | Beli lebih banyak | +22K | +$557K |
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 |
|---|---|---|---|---|
| AVUV | 30 Juni 2025 | 20.506 | $1.787.482 | Tidak lagi dilacak |
| TLT | 31 Des. 2025 | 17.416 | $1.556.468 | |
| JMUB | 30 Juni 2026 | 10.968 | $551.361 | Tidak lagi dilacak |
| RSP | 31 Maret 2026 | 2.342 | $465.519 | Tidak lagi dilacak |
| DFAS | 31 Maret 2026 | 5.595 | $416.716 | Tidak lagi dilacak |
| DFIC | 31 Maret 2026 | 9.616 | $348.292 | Tidak lagi dilacak |
| VCIT | 31 Maret 2026 | 4.102 | $344.117 | |
| VBR | 30 Juni 2025 | 1.577 | $293.779 | Tidak lagi dilacak |
| SLV | 31 Maret 2026 | 2.599 | $241.473 | Tidak lagi dilacak |
| ORCL | 30 Juni 2026 | 1.394 | $239.531 | -5,0% |
| IRT | 31 Maret 2026 | 14.052 | $236.636 | 11,5% |
| TPMN | 30 Sep. 2025 | 9.711 | $233.477 | Tidak lagi dilacak |
| SPTL | 30 Juni 2025 | 8.386 | $228.602 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 420 | $219.753 | 26,6% |
| ITOT | 30 Sep. 2025 | 1.623 | $219.170 | Tidak lagi dilacak |
| ACWI | 31 Maret 2026 | 1.461 | $212.079 | |
| CGDV | 31 Des. 2025 | 4.790 | $201.324 | Tidak lagi dilacak |
| NVG | 30 Sep. 2025 | 12.723 | $151.785 | 1,2% |