Titelia

Holdings of Boyd Wealth Management, LLC

45 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.7 % of the equity sleeve

Sector breakdown

  • Funds 37.1 %
  • Technology 1.2 %
  • Industrials 0.6 %
  • Financials 0.4 %
  • Consumer staples 0.3 %
  • Communication 0.2 %
  • Energy 0.2 %
  • Consumer discretionary 0.2 %
  • Health care 0.1 %
  • Unattributed 59.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US45233.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 83,84650.1M $
2Vanguard Value ETF 117,93023.1M $
3SPDR Series Trust 226,46622.2M $
4Schwab International Equity ETF 815,40120.2M $
5ISHARES CORE 1-5 YEAR USD BO 277,86113.5M $
6iShares Trust 288,50413.4M $
7Vanguard Bond Index Funds 137,82210.6M $
8iShares Core S&P 500 ETF 15,75710.3M $
9iShares Trust 165,8108.3M $
10Schwab Emerging Markets Equity ETF 231,3937.6M $
11iShares Core S&P Mid-Cap ETF 112,7007.6M $
12iShares Core S&P Small-Cap ETF 40,6115M $
13iShares Core MSCI EAFE ETF 50,1144.5M $
14Schwab Strategic Trust 155,3844.5M $
15Vanguard World Fund 28,5724.1M $
16Vanguard Mid-Cap ETF 12,0653.5M $
17Vanguard Small-Cap ETF 11,7173.1M $
18iShares Trust 14,0812.3M $
19iShares Core MSCI Emerging Markets ETF 29,8172.1M $
20Vanguard Growth ETF 4,2621.9M $
21iShares Trust 14,2371.5M $
22iShares Core U.S. Aggregate Bond ETF 14,1961.4M $
23Vanguard Tax-Exempt Bond Index ETF 26,3231.3M $
24Apple Inc 4,7261.2M $
25First Trust Exchange-Traded Fund III 17,202817.8K $
26Oracle Corp 5,355787.8K $
27Deere & Co 1,394785.2K $
28iShares Core S&P U.S. Growth ETF 4,712730.8K $
29Vanguard Total International S 8,476653.6K $
30Schwab U.S. Large-Cap ETF 22,350573.1K $
31State Street SPDR Portfolio Intermediate Term Treasury ETF 19,968572.3K $
32State Street SPDR S&P 500 ETF Trust 828538.5K $
33Procter & Gamble Co/The 3,652527.5K $
34Emerson Electric Co. 4,000524.1K $
35Alphabet Inc 1,783512.8K $
36Exxon Mobil Corp 2,893490.8K $
37JPMorgan Chase & Co 1,585466.4K $
38Amazon.com Inc 2,233465.1K $
39Berkshire Hathaway Inc 945452.8K $
40NVIDIA Corp 2,449427.1K $
41International Business Machines Corp. 1,333323.1K $
42VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 3,250257.6K $
43AbbVie Inc 1,140248K $
44iShares Broad USD High Yield Corporate Bond ETF 6,103224.8K $
45Coca-Cola Co/The 2,730207.6K $