Holdings of Boyer Financial Services, Inc.
35 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 77.3 % of the equity sleeve
Sector breakdown
- Technology 3.3 %
- Consumer discretionary 1.7 %
- Communication 0.4 %
- Industrials 0.3 %
- Health care 0.3 %
- Unattributed 94.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 73.5M $ | 99.47 % |
| 2 | TW | 1 | 389.3K $ | 0.53 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | CAPITAL GROUP DIVIDEND GROWERS ETF | 297,169 | 10.7M $ | |
| 2 | Capital Group Dividend Value ETF | 224,553 | 9.6M $ | |
| 3 | Capital Group Growth ETF | 208,377 | 8.4M $ | |
| 4 | Capital Group Global Growth Equity ETF | 173,332 | 5.8M $ | |
| 5 | Capital Group Core Bond ETF | 193,633 | 5.1M $ | |
| 6 | Capital Group Core Plus Income ETF | 207,303 | 4.6M $ | |
| 7 | First Trust SMID Cap Rising Dividend Achievers ETF | 96,951 | 3.8M $ | |
| 8 | CAPITAL GROUP CORE EQUITY ETF | 99,424 | 3.8M $ | |
| 9 | J P Morgan Exchange Traded Fund Trust | 53,260 | 2.9M $ | |
| 10 | Schwab US Dividend Equity ETF | 81,280 | 2.5M $ | |
| 11 | CAPITAL GROUP GLOBAL EQUITY ETF | 72,680 | 2.2M $ | |
| 12 | JPMorgan International Research Enhanced Equity ETF | 27,483 | 2.1M $ | |
| 13 | Capital Group New Geography Equity ETF | 61,794 | 2M $ | |
| 14 | First Trust Rising Dividend Achievers ETF | 22,664 | 1.5M $ | |
| 15 | First Trust WCM International Equity ETF | 91,236 | 1.5M $ | |
| 16 | ALPS/SMITH Core Plus Bond ETF | 39,699 | 1M $ | |
| 17 | Microsoft Corp | 1,782 | 659.6K $ | |
| 18 | Amazon.com Inc | 3,088 | 643.1K $ | |
| 19 | Tesla Inc | 1,568 | 582.9K $ | |
| 20 | NVIDIA Corp | 3,300 | 575.5K $ | |
| 21 | Apple Inc | 1,780 | 451.7K $ | |
| 22 | Vanguard Total Stock Market ETF | 1,298 | 416.4K $ | |
| 23 | Taiwan Semiconductor Manufacturing Co Ltd | 1,152 | 389.3K $ | |
| 24 | Enterprise Products Partners LP | 9,978 | 377.6K $ | |
| 25 | Broadcom Inc | 1,082 | 334.9K $ | |
| 26 | Public Storage | 1,111 | 301.1K $ | |
| 27 | Chevron Corp | 1,427 | 295.2K $ | |
| 28 | Alphabet Inc | 923 | 265.4K $ | |
| 29 | Lennar Corp | 2,947 | 255.9K $ | |
| 30 | State Street SPDR S&P 500 ETF Trust | 350 | 227.6K $ | |
| 31 | SPDR Gold Shares | 517 | 222.5K $ | |
| 32 | Johnson & Johnson | 859 | 210K $ | |
| 33 | Vanguard Information Technology ETF | 289 | 201.6K $ | |
| 34 | Montauk Renewables Inc | 22,990 | 26.4K $ | |
| 35 | Nakamoto Inc | 31,902 | 7K $ | |