0001846114-22-000002.txt : 20220429
0001846114-22-000002.hdr.sgml : 20220429
20220429145754
ACCESSION NUMBER: 0001846114-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220429
DATE AS OF CHANGE: 20220429
EFFECTIVENESS DATE: 20220429
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boyd Wealth Management, LLC
CENTRAL INDEX KEY: 0001846114
IRS NUMBER: 825333151
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21625
FILM NUMBER: 22874210
BUSINESS ADDRESS:
STREET 1: 1375 EXPOSITION BLVD
STREET 2: STE 220
CITY: SACRAMENTO
STATE: CA
ZIP: 95815
BUSINESS PHONE: 9163670578
MAIL ADDRESS:
STREET 1: 1375 EXPOSITION BLVD
STREET 2: STE 220
CITY: SACRAMENTO
STATE: CA
ZIP: 95815
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001846114
XXXXXXXX
03-31-2022
03-31-2022
false
Boyd Wealth Management, LLC
1375 Exposition Blvd
Ste 220
Sacramento
CA
95815
13F HOLDINGS REPORT
028-21625
N
Kaitlyn Garlick
CCO
916-367-0532
/s/ Kaitlyn Garlick
Sacramento
CA
04-29-2022
0
39
133731
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
538
165
SH
SOLE
0
0
165
APPLE INC
COM
037833100
638
3653
SH
SOLE
0
0
3653
DEERE & CO
COM
244199105
617
1486
SH
SOLE
0
0
1486
EMERSON ELEC CO
COM
291011104
392
4000
SH
SOLE
0
0
4000
EXXON MOBIL CORP
COM
30231G102
229
2768
SH
SOLE
0
0
2768
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
641
12874
SH
SOLE
0
0
12874
INVESCO QQQ TR
UNIT SER 1
46090E103
412
1137
SH
SOLE
0
0
1137
ISHARES INC
CORE MSCI EMKT
46434G103
492
8856
SH
SOLE
0
0
8856
ISHARES TR
CORE MSCI EAFE
46432F842
3975
57193
SH
SOLE
0
0
57193
ISHARES TR
CORE 1 5 YR USD
46432F859
8712
179773
SH
SOLE
0
0
179773
ISHARES TR
NATIONAL MUN ETF
464288414
1259
11483
SH
SOLE
0
0
11483
ISHARES TR
RUS TOP 200 ETF
464289446
253
2339
SH
SOLE
0
0
2339
ISHARES TR
CORE S&P MCP ETF
464287507
6659
24814
SH
SOLE
0
0
24814
ISHARES TR
CORE S&P SCP ETF
464287804
4222
39137
SH
SOLE
0
0
39137
ISHARES TR
CORE S&P500 ETF
464287200
9360
20630
SH
SOLE
0
0
20630
ISHARES TR
CORE US AGGBD ET
464287226
16941
158182
SH
SOLE
0
0
158182
JPMORGAN CHASE & CO
COM
46625H100
208
1527
SH
SOLE
0
0
1527
ORACLE CORP
COM
68389X105
915
11056
SH
SOLE
0
0
11056
ORIGIN MATERIALS INC
COM
68622D106
158
23958
SH
SOLE
0
0
23958
PFIZER INC
COM
717081103
221
4263
SH
SOLE
0
0
4263
PROCTER AND GAMBLE CO
COM
742718109
657
4298
SH
SOLE
0
0
4298
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
634
11768
SH
SOLE
0
0
11768
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
943
19917
SH
SOLE
0
0
19917
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
841
11242
SH
SOLE
0
0
11242
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
6826
245809
SH
SOLE
0
0
245809
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
9064
246829
SH
SOLE
0
0
246829
SELECT SECTOR SPDR TR
ENERGY
81369Y506
229
3000
SH
SOLE
0
0
3000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1130
2501
SH
SOLE
0
0
2501
SPDR SER TR
PRTFLO S&P500 GW
78464A409
15665
236590
SH
SOLE
0
0
236590
SPDR SER TR
SPDR S&P 500 ETF
78468R796
351
3166
SH
SOLE
0
0
3166
SPDR SER TR
PORTFLI INTRMDIT
78464A672
15247
503370
SH
SOLE
0
0
503370
TESLA INC
COM
88160R101
781
725
SH
SOLE
0
0
725
VANGUARD INDEX FDS
VALUE ETF
922908744
3542
23967
SH
SOLE
0
0
23967
VANGUARD INDEX FDS
MID CAP ETF
922908629
2444
10276
SH
SOLE
0
0
10276
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
404
3725
SH
SOLE
0
0
3725
VANGUARD INDEX FDS
SMALL CP ETF
922908751
611
2875
SH
SOLE
0
0
2875
VANGUARD INDEX FDS
GROWTH ETF
922908736
979
3405
SH
SOLE
0
0
3405
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
15656
37709
SH
SOLE
0
0
37709
VANGUARD STAR FDS
VG TL INTL STK F
921909768
885
14818
SH
SOLE
0
0
14818