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| Name: |
Boyd Wealth Management LLC |
| City: |
Sacramento |
| State: |
CA |
| Zip: |
95815 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
VTV |
Vanguard Value VIPERS |
5 |
- |
$160.39 |
$11,288,000 |
69,310 |
6.45% |
-3,751,000 |
-31,284 |
0.013 |
Closed - End Fund - E... |
|
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IVV |
iShares Core S&P 500 Etf |
6 |
- |
$536.73 |
$8,850,000 |
16,834 |
5.05% |
734,000 |
-158 |
0 |
Closed - End Fund - E... |
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HYLB |
Xtrackers Usd High Yield Co... |
8 |
- |
$35.32 |
$6,868,000 |
192,336 |
3.92% |
-349,000 |
-10,673 |
0.118 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
9 |
- |
$106.93 |
$5,719,000 |
51,746 |
3.27% |
-4,597,000 |
-43,553 |
0.009 |
Closed - End Fund - E... |
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SCHE |
Schwab Emerging Markets Equ... |
11 |
- |
$26.20 |
$4,784,000 |
189,455 |
2.73% |
-4,178,000 |
-172,059 |
0.07 |
N/A |
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IEFA |
Ishares Core Msci Eafe |
14 |
- |
$0.00 |
$3,208,000 |
43,222 |
1.83% |
159,000 |
-115 |
0 |
N/A |
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FMHI |
First Trust Municipal High ... |
25 |
- |
$0.00 |
$870,000 |
18,056 |
0.5% |
-56,000 |
-1,360 |
0.02 |
N/A |
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IWW |
iShares Russell 3000 Value |
27 |
- |
$88.66 |
$729,000 |
8,063 |
0.42% |
20,000 |
-340 |
0.001 |
Closed - End Fund - E... |
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