0001846114-23-000001.txt : 20230120 0001846114-23-000001.hdr.sgml : 20230120 20230120155958 ACCESSION NUMBER: 0001846114-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 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: 23540908 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 X0202 13F-HR LIVE false false false 0001846114 XXXXXXXX 12-31-2022 12-31-2022 false Boyd Wealth Management, LLC

1375 Exposition Blvd Ste 220 Sacramento CA 95815

13F HOLDINGS REPORT 028-21625 000293990 801-113198 N Kaitlyn Garlick 916-367-0532 /s/ Kaitlyn Garlick Sacramento CA 01-20-2023 0 43 136213017 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 305340 3635 SH SOLE 0 0 3635 APPLE INC COM 037833100 595836 4586 SH SOLE 0 0 4586 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266581 863 SH SOLE 0 0 863 DEERE & CO COM 244199105 637137 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 384240 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 319087 2893 SH SOLE 0 0 2893 INVESCO QQQ TR UNIT SER 1 46090E103 391204 1469 SH SOLE 0 0 1469 ISHARES INC CORE MSCI EMKT 46434G103 1082179 23173 SH SOLE 0 0 23173 ISHARES TR CORE MSCI EAFE 46432F842 2491057 40413 SH SOLE 0 0 40413 ISHARES TR CORE 1 5 YR USD 46432F859 11320354 243763 SH SOLE 0 0 243763 ISHARES TR US TREAS BD ETF 46429B267 5179365 227965 SH SOLE 0 0 227965 ISHARES TR RUS TOP 200 ETF 464289446 1056968 11748 SH SOLE 0 0 11748 ISHARES TR CORE S&P MCP ETF 464287507 8596823 35540 SH SOLE 0 0 35540 ISHARES TR CORE S&P SCP ETF 464287804 4318929 45635 SH SOLE 0 0 45635 ISHARES TR CORE S&P500 ETF 464287200 6242613 16248 SH SOLE 0 0 16248 ISHARES TR CORE S&P US VLU 464287663 553923 7843 SH SOLE 0 0 7843 ISHARES TR CORE US AGGBD ET 464287226 22477386 231750 SH SOLE 0 0 231750 JPMORGAN CHASE & CO COM 46625H100 204771 1527 SH SOLE 0 0 1527 ORACLE CORP COM 68389X105 903717 11056 SH SOLE 0 0 11056 ORIGIN MATERIALS INC COM 68622D106 110446 23958 SH SOLE 0 0 23958 PFIZER INC COM 717081103 216079 4217 SH SOLE 0 0 4217 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 885634 17966 SH SOLE 0 0 17966 PROCTER AND GAMBLE CO COM 742718109 643524 4246 SH SOLE 0 0 4246 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1002987 24759 SH SOLE 0 0 24759 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2239290 40304 SH SOLE 0 0 40304 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2323906 98179 SH SOLE 0 0 98179 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9464119 293825 SH SOLE 0 0 293825 SPDR S&P 500 ETF TR TR UNIT 78462F103 841772 2201 SH SOLE 0 0 2201 SPDR SER TR PORTFLI INTRMDIT 78464A672 14066423 498103 SH SOLE 0 0 498103 SPDR SER TR SPDR S&P 500 ETF 78468R796 608269 6516 SH SOLE 0 0 6516 SPDR SER TR PRTFLO S&P500 GW 78464A409 2988415 58978 SH SOLE 0 0 58978 TESLA INC COM 88160R101 270996 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 645395 8684 SH SOLE 0 0 8684 VANGUARD INDEX FDS MID CAP ETF 922908629 1728920 8483 SH SOLE 0 0 8483 VANGUARD INDEX FDS SMALL CP ETF 922908751 437743 2385 SH SOLE 0 0 2385 VANGUARD INDEX FDS GROWTH ETF 922908736 861178 4041 SH SOLE 0 0 4041 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11126140 31668 SH SOLE 0 0 31668 VANGUARD INDEX FDS VALUE ETF 922908744 13142703 93629 SH SOLE 0 0 93629 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2027209 40962 SH SOLE 0 0 40962 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 398129 5295 SH SOLE 0 0 5295 VANGUARD STAR FDS VG TL INTL STK F 921909768 462170 8936 SH SOLE 0 0 8936 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2392805 23265 SH SOLE 0 0 23265 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 1255 12180 SH SOLE 0 0 12180