0001846114-24-000002.txt : 20240424 0001846114-24-000002.hdr.sgml : 20240424 20240424162210 ACCESSION NUMBER: 0001846114-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Boyd Wealth Management, LLC CENTRAL INDEX KEY: 0001846114 ORGANIZATION NAME: 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: 24870898 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 03-31-2024 03-31-2024 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 04-24-2024 0 42 175091946 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 235451 1560 SH SOLE 0 0 1560 AMAZON COM INC COM 023135106 659289 3655 SH SOLE 0 0 3655 APPLE INC COM 037833100 742025 4327 SH SOLE 0 0 4327 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 362909 863 SH SOLE 0 0 863 DBX ETF TR XTRACK USD HIGH 233051432 6868319 192336 SH SOLE 0 0 192336 DEERE & CO COM 244199105 582019 1417 SH SOLE 0 0 1417 EMERSON ELEC CO COM 291011104 453680 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 336271 2893 SH SOLE 0 0 2893 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 869938 18056 SH SOLE 0 0 18056 INTERNATIONAL BUSINESS MACHS COM 459200101 254550 1333 SH SOLE 0 0 1333 INVESCO QQQ TR UNIT SER 1 46090E103 655693 1477 SH SOLE 0 0 1477 ISHARES INC CORE MSCI EMKT 46434G103 1392890 26994 SH SOLE 0 0 26994 ISHARES TR CORE MSCI EAFE 46432F842 3207937 43222 SH SOLE 0 0 43222 ISHARES TR NATIONAL MUN ETF 464288414 513898 4776 SH SOLE 0 0 4776 ISHARES TR CORE INTL AGGR 46435G672 5156255 103228 SH SOLE 0 0 103228 ISHARES TR CORE US AGGBD ET 464287226 19304095 197101 SH SOLE 0 0 197101 ISHARES TR RUS TOP 200 ETF 464289446 1398574 11002 SH SOLE 0 0 11002 ISHARES TR CORE S&P MCP ETF 464287507 7656816 126059 SH SOLE 0 0 126059 ISHARES TR CORE S&P SCP ETF 464287804 5718935 51746 SH SOLE 0 0 51746 ISHARES TR CORE S&P500 ETF 464287200 8850096 16834 SH SOLE 0 0 16834 ISHARES TR CORE S&P US VLU 464287663 729193 8063 SH SOLE 0 0 8063 ISHARES TR CORE S&P US GWT 464287671 228653 1951 SH SOLE 0 0 1951 JPMORGAN CHASE & CO COM 46625H100 305858 1527 SH SOLE 0 0 1527 ORACLE CORP COM 68389X105 1388242 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 12219 23958 SH SOLE 0 0 23958 PROCTER AND GAMBLE CO COM 742718109 677394 4175 SH SOLE 0 0 4175 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12592141 322710 SH SOLE 0 0 322710 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3228881 34824 SH SOLE 0 0 34824 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4783746 189455 SH SOLE 0 0 189455 SPDR S&P 500 ETF TR TR UNIT 78462F103 1153016 2204 SH SOLE 0 0 2204 SPDR SER TR SPDR S&P 500 ETF 78468R796 1785659 41721 SH SOLE 0 0 41721 SPDR SER TR PRTFLO S&P500 GW 78464A409 19005540 259816 SH SOLE 0 0 259816 TESLA INC COM 88160R101 386738 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 895375 11875 SH SOLE 0 0 11875 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 39405886 81976 SH SOLE 0 0 81976 VANGUARD INDEX FDS VALUE ETF 922908744 11287827 69310 SH SOLE 0 0 69310 VANGUARD INDEX FDS MID CAP ETF 922908629 2135553 8547 SH SOLE 0 0 8547 VANGUARD INDEX FDS SMALL CP ETF 922908751 2483402 10864 SH SOLE 0 0 10864 VANGUARD INDEX FDS GROWTH ETF 922908736 1532034 4451 SH SOLE 0 0 4451 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1982508 39180 SH SOLE 0 0 39180 VANGUARD STAR FDS VG TL INTL STK F 921909768 511103 8476 SH SOLE 0 0 8476 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3361338 28126 SH SOLE 0 0 28126