0001846114-23-000005.txt : 20231025 0001846114-23-000005.hdr.sgml : 20231025 20231025160500 ACCESSION NUMBER: 0001846114-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231345839 BUSINESS ADDRESS: STREET 1: 1375 EXPOSITION BLVD STREET 2: STE 220 CITY: SACRAMENTO STATE: CA ZIP: 95815 BUSINESS PHONE: 916-367-0532 MAIL ADDRESS: STREET 1: 1375 EXPOSITION BLVD STREET 2: STE 220 CITY: SACRAMENTO STATE: CA ZIP: 95815 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001846114 XXXXXXXX 09-30-2023 09-30-2023 false Boyd Wealth Management, LLC

1375 Exposition Blvd Ste 220 Sacramento CA 95815

13F HOLDINGS REPORT 028-21625 000293990 801-113198 N Ryan Triplett 916-367-0532 /s/ Ryan Triplett Sacramento CA 10-25-2023 0 42 148840491 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 210685 1610 SH SOLE 0 0 1610 AMAZON COM INC COM 023135106 462081 3635 SH SOLE 0 0 3635 APPLE INC COM 037833100 738626 4314 SH SOLE 0 0 4314 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 302309 863 SH SOLE 0 0 863 DBX ETF TR XTRACK USD HIGH 233051432 6408965 189055 SH SOLE 0 0 189055 DEERE & CO COM 244199105 560787 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 386280 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 340148 2893 SH SOLE 0 0 2893 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 868093 19261 SH SOLE 0 0 19261 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 5694127 242613 SH SOLE 0 0 242613 INVESCO QQQ TR UNIT SER 1 46090E103 529052 1477 SH SOLE 0 0 1477 ISHARES INC CORE MSCI EMKT 46434G103 1211403 25455 SH SOLE 0 0 25455 ISHARES TR CORE MSCI EAFE 46432F842 2565055 39861 SH SOLE 0 0 39861 ISHARES TR RUS TOP 200 ETF 464289446 1160948 11231 SH SOLE 0 0 11231 ISHARES TR NATIONAL MUN ETF 464288414 243943 2379 SH SOLE 0 0 2379 ISHARES TR CORE S&P MCP ETF 464287507 14111265 56592 SH SOLE 0 0 56592 ISHARES TR CORE S&P SCP ETF 464287804 6605583 70026 SH SOLE 0 0 70026 ISHARES TR CORE S&P500 ETF 464287200 7362972 17146 SH SOLE 0 0 17146 ISHARES TR CORE S&P US VLU 464287663 526093 7050 SH SOLE 0 0 7050 ISHARES TR CORE S&P US GWT 464287671 288291 3040 SH SOLE 0 0 3040 ISHARES TR CORE US AGGBD ET 464287226 12493263 132851 SH SOLE 0 0 132851 JPMORGAN CHASE & CO COM 46625H100 243199 1677 SH SOLE 0 0 1677 ORACLE CORP COM 68389X105 1170628 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 30666 23958 SH SOLE 0 0 23958 PROCTER AND GAMBLE CO COM 742718109 640325 4390 SH SOLE 0 0 4390 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2668722 111475 SH SOLE 0 0 111475 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8293661 244219 SH SOLE 0 0 244219 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3053586 41991 SH SOLE 0 0 41991 SPDR S&P 500 ETF TR TR UNIT 78462F103 940204 2199 SH SOLE 0 0 2199 SPDR SER TR SPDR S&P 500 ETF 78468R796 1011477 29124 SH SOLE 0 0 29124 SPDR SER TR PRTFLO S&P500 GW 78464A409 26396436 445284 SH SOLE 0 0 445284 TESLA INC COM 88160R101 550484 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 474354 6560 SH SOLE 0 0 6560 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19394471 49387 SH SOLE 0 0 49387 VANGUARD INDEX FDS VALUE ETF 922908744 4592517 33296 SH SOLE 0 0 33296 VANGUARD INDEX FDS MID CAP ETF 922908629 1778161 8539 SH SOLE 0 0 8539 VANGUARD INDEX FDS SMALL CP ETF 922908751 1618250 8559 SH SOLE 0 0 8559 VANGUARD INDEX FDS GROWTH ETF 922908736 1362095 5002 SH SOLE 0 0 5002 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1538190 31979 SH SOLE 0 0 31979 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 6206123 86653 SH SOLE 0 0 86653 VANGUARD STAR FDS VG TL INTL STK F 921909768 489976 9155 SH SOLE 0 0 9155 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3316997 32712 SH SOLE 0 0 32712