0001846114-22-000003.txt : 20220803 0001846114-22-000003.hdr.sgml : 20220803 20220802183504 ACCESSION NUMBER: 0001846114-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220803 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: 221130416 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 06-30-2022 06-30-2022 false Boyd Wealth Management, LLC

1375 Exposition Blvd Ste 220 Sacramento CA 95815

13F HOLDINGS REPORT 028-21625 N Kaitlyn Garlick 916-367-0532 /s/ Kaitlyn Garlick Sacramento CA 08-02-2022 0 42 122434 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 370 3480 SH SOLE 0 0 3480 APPLE INC COM 037833100 597 4369 SH SOLE 0 0 4369 DEERE & CO COM 244199105 445 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 318 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 237 2768 SH SOLE 0 0 2768 INVESCO QQQ TR UNIT SER 1 46090E103 410 1464 SH SOLE 0 0 1464 ISHARES INC CORE MSCI EMKT 46434G103 694 14139 SH SOLE 0 0 14139 ISHARES TR CORE MSCI EAFE 46432F842 2980 50643 SH SOLE 0 0 50643 ISHARES TR CORE 1 5 YR USD 46432F859 9353 197313 SH SOLE 0 0 197313 ISHARES TR US TREAS BD ETF 46429B267 5433 227314 SH SOLE 0 0 227314 ISHARES TR NATIONAL MUN ETF 464288414 1093 10281 SH SOLE 0 0 10281 ISHARES TR RUS TOP 200 ETF 464289446 1333 14844 SH SOLE 0 0 14844 ISHARES TR CORE S&P MCP ETF 464287507 7141 31564 SH SOLE 0 0 31564 ISHARES TR CORE S&P SCP ETF 464287804 3429 37103 SH SOLE 0 0 37103 ISHARES TR CORE S&P500 ETF 464287200 6788 17902 SH SOLE 0 0 17902 ISHARES TR CORE S&P US VLU 464287663 376 5626 SH SOLE 0 0 5626 ISHARES TR CORE US AGGBD ET 464287226 19918 195886 SH SOLE 0 0 195886 ORACLE CORP COM 68389X105 772 11056 SH SOLE 0 0 11056 ORIGIN MATERIALS INC COM 68622D106 123 23958 SH SOLE 0 0 23958 PFIZER INC COM 717081103 224 4263 SH SOLE 0 0 4263 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 694 13983 SH SOLE 0 0 13983 PROCTER AND GAMBLE CO COM 742718109 618 4298 SH SOLE 0 0 4298 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 952 24414 SH SOLE 0 0 24414 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1000 17241 SH SOLE 0 0 17241 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2985 117615 SH SOLE 0 0 117615 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9714 308867 SH SOLE 0 0 308867 SELECT SECTOR SPDR TR ENERGY 81369Y506 215 3000 SH SOLE 0 0 3000 SPDR S&P 500 ETF TR TR UNIT 78462F103 827 2193 SH SOLE 0 0 2193 SPDR SER TR PORTFLI INTRMDIT 78464A672 11423 387600 SH SOLE 0 0 387600 SPDR SER TR SPDR S&P 500 ETF 78468R796 462 5005 SH SOLE 0 0 5005 SPDR SER TR PRTFLO S&P500 GW 78464A409 3176 60759 SH SOLE 0 0 60759 TESLA INC COM 88160R101 488 725 SH SOLE 0 0 725 VANGUARD BD INDEX FDS INTERMED TERM 921937819 358 4608 SH SOLE 0 0 4608 VANGUARD INDEX FDS VALUE ETF 922908744 9866 74809 SH SOLE 0 0 74809 VANGUARD INDEX FDS MID CAP ETF 922908629 2062 10470 SH SOLE 0 0 10470 VANGUARD INDEX FDS SMALL CP ETF 922908751 430 2444 SH SOLE 0 0 2444 VANGUARD INDEX FDS GROWTH ETF 922908736 676 3033 SH SOLE 0 0 3033 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10918 31475 SH SOLE 0 0 31475 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 906 18158 SH SOLE 0 0 18158 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 787 10317 SH SOLE 0 0 10317 VANGUARD STAR FDS VG TL INTL STK F 921909768 780 15118 SH SOLE 0 0 15118 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1063 11051 SH SOLE 0 0 11051