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Name: |
Boyd Wealth Management LLC |
City: |
Sacramento |
State: |
CA |
Zip: |
95815 |
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Holdings
Found :
15 |
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Unchanged Positions |
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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 |
Vanguard Small Cap VIPERS |
15 |
- |
$222.29 |
$2,483,000 |
10,864 |
1.42% |
165,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
VO |
Vanguard Mid Cap VIPERS |
16 |
- |
$244.60 |
$2,136,000 |
8,547 |
1.22% |
148,000 |
0 |
0.004 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
19 |
- |
$350.68 |
$1,532,000 |
4,451 |
0.87% |
148,000 |
0 |
0.002 |
Closed - End Fund - E... |
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ORCL |
Oracle Corp |
22 |
- |
$117.19 |
$1,388,000 |
11,052 |
0.79% |
223,000 |
0 |
0 |
Application Software |
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PG |
Procter & Gamble Co |
28 |
- |
$164.54 |
$677,000 |
4,175 |
0.39% |
65,000 |
0 |
0 |
Cleaning Products |
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DE |
Deere & Co |
31 |
- |
$374.76 |
$582,000 |
1,417 |
0.33% |
15,000 |
0 |
0 |
Farm & Construction M... |
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VXUS |
Vanguard Total Internationa... |
33 |
- |
$61.27 |
$511,000 |
8,476 |
0.29% |
20,000 |
0 |
0.001 |
Closed - End Fund - E... |
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EMR |
Emerson Electric Co |
34 |
- |
$112.16 |
$454,000 |
4,000 |
0.26% |
65,000 |
0 |
0.001 |
Industrial Electrical... |
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TSLA |
Tesla Motors Inc |
35 |
- |
$177.81 |
$387,000 |
2,200 |
0.22% |
-160,000 |
0 |
0 |
Auto Manufacturers |
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BRK.B |
Berkshire Hathaway B |
36 |
- |
$414.40 |
$363,000 |
863 |
0.21% |
55,000 |
0 |
0 |
Property & Casualty I... |
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XOM |
Exxon Mobil Corp |
37 |
- |
$117.26 |
$336,000 |
2,893 |
0.19% |
47,000 |
0 |
0 |
Integrated Oil & Gas |
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JPM |
JP Morgan Chase & Co |
38 |
- |
$202.63 |
$306,000 |
1,527 |
0.17% |
46,000 |
0 |
0 |
Domestic Money Center... |
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IBM |
International Business Mach... |
39 |
- |
$166.85 |
$255,000 |
1,333 |
0.15% |
37,000 |
0 |
0 |
Diversified Computer ... |
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GOOGL |
Alphabet Inc |
40 |
- |
$172.50 |
$235,000 |
1,560 |
0.13% |
17,000 |
0 |
0 |
Search Engines & Info... |
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ORGN |
Origin Materials, Inc |
42 |
- |
$1.16 |
$12,000 |
23,958 |
0.01% |
-8,000 |
0 |
0.017 |
N/A |
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