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