0001846114-22-000004.txt : 20221017 0001846114-22-000004.hdr.sgml : 20221017 20221017160427 ACCESSION NUMBER: 0001846114-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 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: 221313809 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 09-30-2022 09-30-2022 false Boyd Wealth Management, LLC

1375 Exposition Blvd Ste 220 Sacramento CA 95815

13F HOLDINGS REPORT 028-21625 N Kaitlyn Garlick 916-367-0532 /s/ Kaitlyn Garlick Sacramento CA 10-17-2022 0 42 124971 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 382 3380 SH SOLE 0 0 3380 APPLE INC COM 037833100 614 4445 SH SOLE 0 0 4445 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 230 863 SH SOLE 0 0 863 DEERE & CO COM 244199105 496 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 293 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 242 2768 SH SOLE 0 0 2768 INVESCO QQQ TR UNIT SER 1 46090E103 392 1466 SH SOLE 0 0 1466 ISHARES INC CORE MSCI EMKT 46434G103 545 12691 SH SOLE 0 0 12691 ISHARES TR CORE MSCI EAFE 46432F842 3315 62933 SH SOLE 0 0 62933 ISHARES TR CORE 1 5 YR USD 46432F859 10676 231593 SH SOLE 0 0 231593 ISHARES TR US TREAS BD ETF 46429B267 686 30138 SH SOLE 0 0 30138 ISHARES TR NATIONAL MUN ETF 464288414 1882 18350 SH SOLE 0 0 18350 ISHARES TR RUS TOP 200 ETF 464289446 1060 12485 SH SOLE 0 0 12485 ISHARES TR CORE S&P MCP ETF 464287507 7684 35045 SH SOLE 0 0 35045 ISHARES TR CORE S&P SCP ETF 464287804 6248 71656 SH SOLE 0 0 71656 ISHARES TR CORE S&P500 ETF 464287200 6326 17639 SH SOLE 0 0 17639 ISHARES TR CORE S&P US VLU 464287663 327 5231 SH SOLE 0 0 5231 ISHARES TR CORE US AGGBD ET 464287226 21123 219256 SH SOLE 0 0 219256 ORACLE CORP COM 68389X105 675 11056 SH SOLE 0 0 11056 ORIGIN MATERIALS INC COM 68622D106 124 23958 SH SOLE 0 0 23958 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 679 13906 SH SOLE 0 0 13906 PROCTER AND GAMBLE CO COM 742718109 542 4293 SH SOLE 0 0 4293 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1008 26665 SH SOLE 0 0 26665 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1586 28426 SH SOLE 0 0 28426 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2487 111012 SH SOLE 0 0 111012 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5717 203233 SH SOLE 0 0 203233 SELECT SECTOR SPDR TR ENERGY 81369Y506 216 3000 SH SOLE 0 0 3000 SPDR S&P 500 ETF TR TR UNIT 78462F103 751 2102 SH SOLE 0 0 2102 SPDR SER TR PORTFLI INTRMDIT 78464A672 16910 601135 SH SOLE 0 0 601135 SPDR SER TR SPDR S&P 500 ETF 78468R796 525 6021 SH SOLE 0 0 6021 SPDR SER TR PRTFLO S&P500 GW 78464A409 4263 85094 SH SOLE 0 0 85094 TESLA INC COM 88160R101 577 2175 SH SOLE 0 0 2175 VANGUARD BD INDEX FDS INTERMED TERM 921937819 688 9358 SH SOLE 0 0 9358 VANGUARD INDEX FDS VALUE ETF 922908744 8505 68881 SH SOLE 0 0 68881 VANGUARD INDEX FDS MID CAP ETF 922908629 1942 10333 SH SOLE 0 0 10333 VANGUARD INDEX FDS SMALL CP ETF 922908751 414 2423 SH SOLE 0 0 2423 VANGUARD INDEX FDS GROWTH ETF 922908736 734 3429 SH SOLE 0 0 3429 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11365 34617 SH SOLE 0 0 34617 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 387 5216 SH SOLE 0 0 5216 VANGUARD STAR FDS VG TL INTL STK F 921909768 692 15118 SH SOLE 0 0 15118 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1661 18472 SH SOLE 0 0 18472 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 2 12180 SH SOLE 0 0 12180