0001846114-24-000001.txt : 20240131 0001846114-24-000001.hdr.sgml : 20240131 20240131135402 ACCESSION NUMBER: 0001846114-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Boyd Wealth Management, LLC CENTRAL INDEX KEY: 0001846114 ORGANIZATION NAME: 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: 24582026 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 12-31-2023 12-31-2023 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/ Ryan Triplett Sacramento CA 01-31-2024 0 41 160831685 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 217916 1560 SH SOLE 0 0 1560 AMAZON COM INC COM 023135106 546224 3595 SH SOLE 0 0 3595 APPLE INC COM 037833100 830795 4315 SH SOLE 0 0 4315 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307798 863 SH SOLE 0 0 863 DBX ETF TR XTRACK USD HIGH 233051432 7216970 203009 SH SOLE 0 0 203009 DEERE & CO COM 244199105 566616 1417 SH SOLE 0 0 1417 EMERSON ELEC CO COM 291011104 389320 4000 SH SOLE 0 0 4000 EXXON MOBIL CORP COM 30231G102 289233 2893 SH SOLE 0 0 2893 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 925755 19416 SH SOLE 0 0 19416 INTERNATIONAL BUSINESS MACHS COM 459200101 218012 1333 SH SOLE 0 0 1333 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 397057 15895 SH SOLE 0 0 15895 INVESCO QQQ TR UNIT SER 1 46090E103 604398 1476 SH SOLE 0 0 1476 ISHARES INC CORE MSCI EMKT 46434G103 1359944 26887 SH SOLE 0 0 26887 ISHARES TR CORE MSCI EAFE 46432F842 3048758 43337 SH SOLE 0 0 43337 ISHARES TR RUS TOP 200 ETF 464289446 1264609 10988 SH SOLE 0 0 10988 ISHARES TR CORE US AGGBD ET 464287226 13981112 140868 SH SOLE 0 0 140868 ISHARES TR CORE S&P MCP ETF 464287507 10054144 36277 SH SOLE 0 0 36277 ISHARES TR CORE S&P SCP ETF 464287804 10316067 95299 SH SOLE 0 0 95299 ISHARES TR CORE S&P500 ETF 464287200 8115850 16992 SH SOLE 0 0 16992 ISHARES TR CORE S&P US VLU 464287663 708618 8403 SH SOLE 0 0 8403 JPMORGAN CHASE & CO COM 46625H100 259743 1527 SH SOLE 0 0 1527 ORACLE CORP COM 68389X105 1165212 11052 SH SOLE 0 0 11052 ORIGIN MATERIALS INC COM 68622D106 20034 23958 SH SOLE 0 0 23958 PROCTER AND GAMBLE CO COM 742718109 611805 4175 SH SOLE 0 0 4175 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8961929 361514 SH SOLE 0 0 361514 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11725271 317242 SH SOLE 0 0 317242 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2887506 34806 SH SOLE 0 0 34806 SPDR S&P 500 ETF TR TR UNIT 78462F103 1045085 2199 SH SOLE 0 0 2199 SPDR SER TR SPDR S&P 500 ETF 78468R796 1357651 34982 SH SOLE 0 0 34982 SPDR SER TR PRTFLO S&P500 GW 78464A409 8243297 126703 SH SOLE 0 0 126703 TESLA INC COM 88160R101 546656 2200 SH SOLE 0 0 2200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 779763 10209 SH SOLE 0 0 10209 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28349469 64903 SH SOLE 0 0 64903 VANGUARD INDEX FDS VALUE ETF 922908744 15038803 100594 SH SOLE 0 0 100594 VANGUARD INDEX FDS MID CAP ETF 922908629 1988374 8547 SH SOLE 0 0 8547 VANGUARD INDEX FDS SMALL CP ETF 922908751 2317617 10864 SH SOLE 0 0 10864 VANGUARD INDEX FDS GROWTH ETF 922908736 1383727 4451 SH SOLE 0 0 4451 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1737129 34028 SH SOLE 0 0 34028 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7496399 93530 SH SOLE 0 0 93530 VANGUARD STAR FDS VG TL INTL STK F 921909768 491269 8476 SH SOLE 0 0 8476 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3065750 28031 SH SOLE 0 0 28031