0001846114-24-000003.txt : 20240724 0001846114-24-000003.hdr.sgml : 20240724 20240724160821 ACCESSION NUMBER: 0001846114-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240724 DATE AS OF CHANGE: 20240724 EFFECTIVENESS DATE: 20240724 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: 241138150 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 06-30-2024 06-30-2024 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 07-24-2024 0 44 181200350 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 284154 1560 SH SOLE 0 0 1560 AMAZON COM INC COM 023135106 685651 3548 SH SOLE 0 0 3548 APPLE INC COM 037833100 911611 4328 SH SOLE 0 0 4328 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 351068 863 SH SOLE 0 0 863 BLUE OWL CAPITAL INC COM CL A 09581B103 185417 10446 SH SOLE 0 0 10446 DBX ETF TR XTRACK USD HIGH 233051432 7965451 224632 SH SOLE 0 0 224632 DEERE & CO COM 244199105 529434 1417 SH SOLE 0 0 1417 EMERSON ELEC CO COM 291011104 440640 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 333031 2893 SH SOLE 0 0 2893 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 900153 18629 SH SOLE 0 0 18629 GOLUB CAP BDC INC COM 38173M102 304193 19363 SH SOLE 0 0 19363 INTERNATIONAL BUSINESS MACHS COM 459200101 230542 1333 SH SOLE 0 0 1333 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 4867835 197318 SH SOLE 0 0 197318 ISHARES INC CORE MSCI EMKT 46434G103 1205281 22516 SH SOLE 0 0 22516 ISHARES TR CORE S&P US GWT 464287671 312144 2449 SH SOLE 0 0 2449 ISHARES TR CORE S&P500 ETF 464287200 9068104 16571 SH SOLE 0 0 16571 ISHARES TR CORE US AGGBD ET 464287226 15965795 164477 SH SOLE 0 0 164477 ISHARES TR CORE S&P US VLU 464287663 782424 8878 SH SOLE 0 0 8878 ISHARES TR CORE S&P SCP ETF 464287804 5741044 53826 SH SOLE 0 0 53826 ISHARES TR CORE S&P MCP ETF 464287507 6040397 103219 SH SOLE 0 0 103219 ISHARES TR RUS TOP 200 ETF 464289446 1465011 10937 SH SOLE 0 0 10937 ISHARES TR NATIONAL MUN ETF 464288414 302176 2836 SH SOLE 0 0 2836 ISHARES TR CORE MSCI EAFE 46432F842 3011872 41463 SH SOLE 0 0 41463 JPMORGAN CHASE & CO. COM 46625H100 308851 1527 SH SOLE 0 0 1527 ORACLE CORP COM 68389X105 1560542 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 21593 23958 SH SOLE 0 0 23958 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 278411 19214 SH SOLE 0 0 19214 PROCTER AND GAMBLE CO COM 742718109 688541 4175 SH SOLE 0 0 4175 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14341668 373287 SH SOLE 0 0 373287 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10398967 391527 SH SOLE 0 0 391527 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3499451 34703 SH SOLE 0 0 34703 SPDR S&P 500 ETF TR TR UNIT 78462F103 429390 789 SH SOLE 0 0 789 SPDR SER TR PRTFLO S&P500 GW 78464A409 13106223 163562 SH SOLE 0 0 163562 SPDR SER TR SPDR S&P 500 ETF 78468R796 1881942 42196 SH SOLE 0 0 42196 VANGUARD BD INDEX FDS INTERMED TERM 921937819 544226 7267 SH SOLE 0 0 7267 VANGUARD INDEX FDS VALUE ETF 922908744 11383014 70962 SH SOLE 0 0 70962 VANGUARD INDEX FDS SMALL CP ETF 922908751 2281134 10462 SH SOLE 0 0 10462 VANGUARD INDEX FDS GROWTH ETF 922908736 1545409 4132 SH SOLE 0 0 4132 VANGUARD INDEX FDS MID CAP ETF 922908629 2059787 8508 SH SOLE 0 0 8508 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41786133 83551 SH SOLE 0 0 83551 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1651876 32965 SH SOLE 0 0 32965 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7842360 103379 SH SOLE 0 0 103379 VANGUARD STAR FDS VG TL INTL STK F 921909768 511103 8476 SH SOLE 0 0 8476 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3196301 26973 SH SOLE 0 0 26973