0001846114-23-000002.txt : 20230420 0001846114-23-000002.hdr.sgml : 20230420 20230420143248 ACCESSION NUMBER: 0001846114-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 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: 23832636 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 03-31-2023 03-31-2023 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/ Kaitlyn Garlick Sacramento CA 04-20-2023 0 40 144070726 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 375459 3635 SH SOLE 0 0 3635 APPLE INC COM 037833100 711049 4312 SH SOLE 0 0 4312 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266469 863 SH SOLE 0 0 863 DBX ETF TR XTRACK USD HIGH 233051432 8475317 243894 SH SOLE 0 0 243894 DEERE & CO COM 244199105 613540 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 348560 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 317236 2893 SH SOLE 0 0 2893 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 752678 16052 SH SOLE 0 0 16052 INVESCO QQQ TR UNIT SER 1 46090E103 472630 1473 SH SOLE 0 0 1473 ISHARES INC CORE MSCI EMKT 46434G103 1140710 23380 SH SOLE 0 0 23380 ISHARES TR CORE MSCI EAFE 46432F842 2881369 43102 SH SOLE 0 0 43102 ISHARES TR CORE 1 5 YR USD 46432F859 8228029 174489 SH SOLE 0 0 174489 ISHARES TR RUS TOP 200 ETF 464289446 1144658 11763 SH SOLE 0 0 11763 ISHARES TR CORE S&P MCP ETF 464287507 7802102 31188 SH SOLE 0 0 31188 ISHARES TR CORE S&P SCP ETF 464287804 11893315 122992 SH SOLE 0 0 122992 ISHARES TR CORE S&P500 ETF 464287200 7000659 17030 SH SOLE 0 0 17030 ISHARES TR CORE S&P US VLU 464287663 706478 9575 SH SOLE 0 0 9575 ISHARES TR CORE US AGGBD ET 464287226 16525905 165856 SH SOLE 0 0 165856 ORACLE CORP COM 68389X105 1026952 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 102301 23958 SH SOLE 0 0 23958 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 831426 16702 SH SOLE 0 0 16702 PROCTER AND GAMBLE CO COM 742718109 631338 4246 SH SOLE 0 0 4246 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2795141 42890 SH SOLE 0 0 42890 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7670674 312833 SH SOLE 0 0 312833 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13165394 378316 SH SOLE 0 0 378316 SPDR S&P 500 ETF TR TR UNIT 78462F103 892577 2180 SH SOLE 0 0 2180 SPDR SER TR SPDR S&P 500 ETF 78468R796 817870 24605 SH SOLE 0 0 24605 SPDR SER TR PRTFLO S&P500 GW 78464A409 4399127 79464 SH SOLE 0 0 79464 TESLA INC COM 88160R101 456412 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 593814 7738 SH SOLE 0 0 7738 VANGUARD INDEX FDS VALUE ETF 922908744 15961787 115573 SH SOLE 0 0 115573 VANGUARD INDEX FDS MID CAP ETF 922908629 1823192 8644 SH SOLE 0 0 8644 VANGUARD INDEX FDS SMALL CP ETF 922908751 452101 2385 SH SOLE 0 0 2385 VANGUARD INDEX FDS GROWTH ETF 922908736 1281373 5137 SH SOLE 0 0 5137 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15715236 41788 SH SOLE 0 0 41788 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1949245 38477 SH SOLE 0 0 38477 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 348110 4567 SH SOLE 0 0 4567 VANGUARD STAR FDS VG TL INTL STK F 921909768 505448 9155 SH SOLE 0 0 9155 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2993526 29633 SH SOLE 0 0 29633 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 1519 12180 SH SOLE 0 0 12180