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
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0001846114
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03-31-2024
03-31-2024
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Boyd Wealth Management, LLC
1375 Exposition Blvd
Ste 220
Sacramento
CA
95815
13F HOLDINGS REPORT
028-21625
000293990
801-113198
N
Ryan Triplett
Chief Compliance Officer
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
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SOLE
0
0
1477
ISHARES INC
CORE MSCI EMKT
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SH
SOLE
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0
26994
ISHARES TR
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SOLE
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ISHARES TR
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ISHARES TR
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SH
SOLE
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JPMORGAN CHASE & CO
COM
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305858
1527
SH
SOLE
0
0
1527
ORACLE CORP
COM
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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
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0
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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0
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US LCAP GR ETF
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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4783746
189455
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0
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SPDR S&P 500 ETF TR
TR UNIT
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1153016
2204
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SOLE
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0
2204
SPDR SER TR
SPDR S&P 500 ETF
78468R796
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41721
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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
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INTERMED TERM
921937819
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S&P 500 ETF SHS
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VANGUARD INDEX FDS
VALUE ETF
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SOLE
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VANGUARD INDEX FDS
MID CAP ETF
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
GROWTH ETF
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TAX EXEMPT BD
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VG TL INTL STK F
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MEGA CAP VAL ETF
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