0001846114-22-000001.txt : 20220207 0001846114-22-000001.hdr.sgml : 20220207 20220207120646 ACCESSION NUMBER: 0001846114-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22596342 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 12-31-2021 12-31-2021 false Boyd Wealth Management, LLC
1375 Exposition Blvd Ste 220 Sacramento CA 95815
13F HOLDINGS REPORT 028-21625 N
Kaitlyn Garlick CCO 916-367-0532 /s/ Kaitlyn Garlick Sacramento CA 02-07-2022 0 40 137722
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 527 158 SH SOLE 0 0 158 APPLE INC COM 037833100 641 3609 SH SOLE 0 0 3609 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 221 10356 SH SOLE 0 0 10356 DEERE & CO COM 244199105 510 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 372 4000 SH SOLE 0 0 4000 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 234 6753 SH SOLE 0 0 6753 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4539 85604 SH SOLE 0 0 85604 INVESCO QQQ TR UNIT SER 1 46090E103 452 1135 SH SOLE 0 0 1135 ISHARES INC CORE MSCI EMKT 46434G103 602 10062 SH SOLE 0 0 10062 ISHARES TR CORE MSCI EAFE 46432F842 4792 64198 SH SOLE 0 0 64198 ISHARES TR CORE 1 5 YR USD 46432F859 4005 79422 SH SOLE 0 0 79422 ISHARES TR NATIONAL MUN ETF 464288414 1097 9431 SH SOLE 0 0 9431 ISHARES TR CORE INTL AGGR 46435G672 966 17711 SH SOLE 0 0 17711 ISHARES TR RUS TOP 200 ETF 464289446 620 5438 SH SOLE 0 0 5438 ISHARES TR CORE S&P MCP ETF 464287507 10292 36355 SH SOLE 0 0 36355 ISHARES TR CORE S&P SCP ETF 464287804 3516 30706 SH SOLE 0 0 30706 ISHARES TR CORE S&P500 ETF 464287200 10549 22115 SH SOLE 0 0 22115 ISHARES TR CORE US AGGBD ET 464287226 9004 78925 SH SOLE 0 0 78925 JPMORGAN CHASE & CO COM 46625H100 280 1768 SH SOLE 0 0 1768 MCDONALDS CORP COM 580135101 311 1161 SH SOLE 0 0 1161 ORACLE CORP COM 68389X105 964 11056 SH SOLE 0 0 11056 ORIGIN MATERIALS INC COM 68622D106 155 23958 SH SOLE 0 0 23958 PFIZER INC COM 717081103 249 4217 SH SOLE 0 0 4217 PROCTER AND GAMBLE CO COM 742718109 739 4518 SH SOLE 0 0 4518 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 455 4440 SH SOLE 0 0 4440 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 878 5362 SH SOLE 0 0 5362 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6436 217294 SH SOLE 0 0 217294 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18418 473829 SH SOLE 0 0 473829 SPDR S&P 500 ETF TR TR UNIT 78462F103 1185 2494 SH SOLE 0 0 2494 SPDR SER TR PRTFLO S&P500 GW 78464A409 13018 179632 SH SOLE 0 0 179632 SPDR SER TR SPDR S&P 500 ETF 78468R796 477 4055 SH SOLE 0 0 4055 SPDR SER TR PORTFLI INTRMDIT 78464A672 7685 239795 SH SOLE 0 0 239795 TESLA INC COM 88160R101 766 725 SH SOLE 0 0 725 VANGUARD INDEX FDS VALUE ETF 922908744 3435 23349 SH SOLE 0 0 23349 VANGUARD INDEX FDS MID CAP ETF 922908629 2436 9562 SH SOLE 0 0 9562 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3131 26993 SH SOLE 0 0 26993 VANGUARD INDEX FDS SMALL CP ETF 922908751 561 2480 SH SOLE 0 0 2480 VANGUARD INDEX FDS GROWTH ETF 922908736 1366 4258 SH SOLE 0 0 4258 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 20896 47865 SH SOLE 0 0 47865 VANGUARD STAR FDS VG TL INTL STK F 921909768 942 14818 SH SOLE 0 0 14818