Portfolio (Quarterly)
Guide ↗
Boyd Wealth Management, LLC
· CIK 0001846114| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VCLT | VANGUARD SCOTTSDALE FDS | — | 206,584.0 | $15.5M | 5.88% | NEW | — | $75.25 | -4.8% |
| 2 | EEMX | SPDR INDEX SHS FDS | — | 5,487.0 | $297K | 0.11% | NEW | — | $54.15 | +0.0% |
| 3 | GOOG | ALPHABET INC | — | 647.0 | $229K | 0.09% | NEW | — | $353.33 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Industrials
15.6%
Financial Services
12.3%
Consumer Defensive
8.2%
Communication Services
7.0%
Consumer Cyclical
5.8%
Energy
4.3%