0001846114-23-000004.txt : 20230720 0001846114-23-000004.hdr.sgml : 20230720 20230720130533 ACCESSION NUMBER: 0001846114-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 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: 231099016 BUSINESS ADDRESS: STREET 1: 1375 EXPOSITION BLVD STREET 2: STE 220 CITY: SACRAMENTO STATE: CA ZIP: 95815 BUSINESS PHONE: 916-367-0532 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 06-30-2023 06-30-2023 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/ Ryan Triplett Sacramento CA 07-20-2023 0 39 164610521 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 473859 3635 SH SOLE 0 0 3635 APPLE INC COM 037833100 836606 4313 SH SOLE 0 0 4313 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 294283 863 SH SOLE 0 0 863 DEERE & CO COM 244199105 602112 1486 SH SOLE 0 0 1486 EMERSON ELEC CO COM 291011104 361560 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 310264 2893 SH SOLE 0 0 2893 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 5456503 221449 SH SOLE 0 0 221449 INVESCO QQQ TR UNIT SER 1 46090E103 544817 1475 SH SOLE 0 0 1475 ISHARES INC CORE MSCI EMKT 46434G103 1250684 25374 SH SOLE 0 0 25374 ISHARES TR CORE MSCI EAFE 46432F842 2819340 41768 SH SOLE 0 0 41768 ISHARES TR CORE INTL AGGR 46435G672 6061159 122969 SH SOLE 0 0 122969 ISHARES TR RUS TOP 200 ETF 464289446 1221028 11450 SH SOLE 0 0 11450 ISHARES TR CORE S&P MCP ETF 464287507 5955574 22776 SH SOLE 0 0 22776 ISHARES TR CORE S&P SCP ETF 464287804 4032425 40466 SH SOLE 0 0 40466 ISHARES TR CORE S&P500 ETF 464287200 7590405 17030 SH SOLE 0 0 17030 ISHARES TR CORE S&P US VLU 464287663 682389 8720 SH SOLE 0 0 8720 ISHARES TR CORE US AGGBD ET 464287226 14656367 149631 SH SOLE 0 0 149631 JPMORGAN CHASE & CO COM 46625H100 222087 1527 SH SOLE 0 0 1527 ORACLE CORP COM 68389X105 1316183 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 102061 23958 SH SOLE 0 0 23958 PROCTER AND GAMBLE CO COM 742718109 644288 4246 SH SOLE 0 0 4246 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3256353 43447 SH SOLE 0 0 43447 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5301014 215226 SH SOLE 0 0 215226 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 23670958 663982 SH SOLE 0 0 663982 SPDR S&P 500 ETF TR TR UNIT 78462F103 968719 2185 SH SOLE 0 0 2185 SPDR SER TR SPDR S&P 500 ETF 78468R796 928375 25667 SH SOLE 0 0 25667 SPDR SER TR PORTFLI INTRMDIT 78464A672 14103300 498526 SH SOLE 0 0 498526 SPDR SER TR PRTFLO S&P500 GW 78464A409 7588424 124380 SH SOLE 0 0 124380 TESLA INC COM 88160R101 575894 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 498850 6631 SH SOLE 0 0 6631 VANGUARD INDEX FDS VALUE ETF 922908744 16606659 116866 SH SOLE 0 0 116866 VANGUARD INDEX FDS MID CAP ETF 922908629 1893156 8599 SH SOLE 0 0 8599 VANGUARD INDEX FDS SMALL CP ETF 922908751 1702300 8559 SH SOLE 0 0 8559 VANGUARD INDEX FDS GROWTH ETF 922908736 1460640 5162 SH SOLE 0 0 5162 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17295735 42466 SH SOLE 0 0 42466 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1498213 29833 SH SOLE 0 0 29833 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7844791 99946 SH SOLE 0 0 99946 VANGUARD STAR FDS VG TL INTL STK F 921909768 513412 9155 SH SOLE 0 0 9155 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3469734 33440 SH SOLE 0 0 33440