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