Titelia

Holdings of Boyd Wealth Management, LLC

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Net assets
-
Positions
45 in 1 countries
Top ten
76.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

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 Core S&P U.S. Value ET 14,2371.5M $
22iShares Core U.S. Aggregate Bond ETF 14,1961.4M $
23VANGUARD MUN BD FD INC 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 STAR FUNDS 8,476653.6K $
30Schwab U.S. Large-Cap ETF 22,350573.1K $
31State Street SPDR Portfolio Intermediate Term Treasury ETF 19,968572.3K $
32SPDR 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 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 $

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Sector breakdown

  • Funds 38.3 %
  • 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 58.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States45233.9M $100.00 %
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Titelia. "Holdings of Boyd Wealth Management, LLC". https://titelia.com/en/funds/US13F1846114