Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOYD WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 42 | 175,091,946 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $39,405,886 | 81,976 | 0.02 | 0.02 | 17,073 | 26.31 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $19,304,095 | 197,101 | 0.01 | 0.01 | 56,233 | 39.92 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $19,005,540 | 259,816 | 0.01 | 0.01 | 133,113 | 105.06 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $12,592,141 | 322,710 | 0.01 | 0.01 | 5,468 | 1.72 | 03-31-2024 |
