Portfolio (Quarterly)
Guide ↗
Boyd Wealth Management, LLC
· CIK 0001846114| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | BERKSHIRE HATHAWAY INC DEL | — | 945.0 | $453K | 0.19% | — | — | $479.20 | — |
| 42 | NVDA | NVIDIA CORPORATION | Technology | 2,449.0 | $427K | 0.18% | +292.0 | +13.5% | $174.41 | +22.0% |
| 43 | EFAX | SPDR INDEX SHS FDS | — | 8,163.0 | $406K | 0.17% | -146.0 | -1.8% | $49.77 | +8.3% |
| 44 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,333.0 | $323K | 0.14% | — | — | $242.39 | +9.9% |
| 45 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,250.0 | $258K | 0.11% | +52.0 | +1.6% | $79.27 | -0.3% |
| 46 | ABBV | ABBVIE INC | Healthcare | 1,140.0 | $248K | 0.10% | — | — | $217.54 | -0.4% |
| 47 | USHY | ISHARES TR | — | 6,103.0 | $225K | 0.10% | +134.0 | +2.2% | $36.84 | +0.6% |
| 48 | KO | COCA COLA CO | Consumer Defensive | 2,730.0 | $208K | 0.09% | NEW | — | $76.05 | +6.4% |
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
36.5%
Industrials
17.4%
Financial Services
13.4%
Consumer Defensive
9.8%
Communication Services
6.8%
Energy
6.5%
Consumer Cyclical
6.2%
Healthcare
3.3%