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  Name: Boyd Wealth Management LLC
  City: Sacramento
  State: CA
  Zip: 95815
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,093,000
  Total Value Change : $14,260,000
  Securities Held Change : 1
   
All Securities Held : 42
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 18
  Unchanged Positions : 15
  Decreased Positions : 8

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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 15 - $222.29 $2,483,000 10,864 1.42% 165,000 0 0.006    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 16 - $244.60 $2,136,000 8,547 1.22% 148,000 0 0.004    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 19 - $350.68 $1,532,000 4,451 0.87% 148,000 0 0.002    Closed - End Fund - E...
   (ORCL)1 Year Chart         ORCL Oracle Corp 22 - $117.19 $1,388,000 11,052 0.79% 223,000 0 0    Application Software
   (PG)1 Year Chart         PG Procter & Gamble Co 28 - $164.54 $677,000 4,175 0.39% 65,000 0 0    Cleaning Products
   (DE)1 Year Chart         DE Deere & Co 31 - $374.76 $582,000 1,417 0.33% 15,000 0 0    Farm & Construction M...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 33 - $61.27 $511,000 8,476 0.29% 20,000 0 0.001    Closed - End Fund - E...
   (EMR)1 Year Chart         EMR Emerson Electric Co 34 - $112.16 $454,000 4,000 0.26% 65,000 0 0.001    Industrial Electrical...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 35 - $177.81 $387,000 2,200 0.22% -160,000 0 0    Auto Manufacturers
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 36 - $414.40 $363,000 863 0.21% 55,000 0 0    Property & Casualty I...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 37 - $117.26 $336,000 2,893 0.19% 47,000 0 0    Integrated Oil & Gas
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 38 - $202.63 $306,000 1,527 0.17% 46,000 0 0    Domestic Money Center...
   (IBM)1 Year Chart         IBM International Business Mach... 39 - $166.85 $255,000 1,333 0.15% 37,000 0 0    Diversified Computer ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 40 - $172.50 $235,000 1,560 0.13% 17,000 0 0    Search Engines & Info...
   (ORGN)1 Year Chart         ORGN Origin Materials, Inc 42 - $1.16 $12,000 23,958 0.01% -8,000 0 0.017    N/A

      15 Records Found
  1    
Page 1 of 1
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