Portfolio (Quarterly)
Guide ↗
BOYUM WEALTH ARCHITECTS LLC
· CIK 0002068635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | — | 1,522,245.0 | $44.1M | 17.55% | NEW | — | $28.96 | +2.7% |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | — | 535,648.0 | $29.2M | 11.61% | NEW | — | $54.46 | +3.4% |
| 3 | PTRB | PGIM ETF TR | — | 678,169.0 | $27.9M | 11.09% | NEW | — | $41.08 | -0.9% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 339,680.0 | $23.0M | 9.14% | NEW | — | $67.60 | +3.6% |
| 5 | AVDE | AMERICAN CENTY ETF TR | — | 186,730.0 | $16.7M | 6.64% | NEW | — | $89.27 | +5.9% |
| 6 | RUNN | STRATEGIC TRUST | — | 437,177.0 | $14.6M | 5.80% | NEW | — | $33.30 | +3.9% |
| 7 | AVEM | AMERICAN CENTY ETF TR | — | 135,017.0 | $12.3M | 4.89% | NEW | — | $91.00 | +6.4% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | — | 37,320.0 | $10.9M | 4.35% | NEW | — | $293.06 | +1.0% |
| 9 | SGOV | ISHARES TR | — | 73,093.0 | $7.3M | 2.92% | NEW | — | $100.52 | -0.1% |
| 10 | VTI | VANGUARD INDEX FDS | — | 11,631.0 | $4.3M | 1.71% | NEW | — | $369.78 | +2.7% |
| 11 | AVDS | AMERICAN CENTY ETF TR | — | 46,214.0 | $3.5M | 1.38% | NEW | — | $75.02 | +8.1% |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 63,897.0 | $3.0M | 1.18% | NEW | — | $46.34 | -0.9% |
| 13 | JVAL | J P MORGAN EXCHANGE TRADED F | — | 49,707.0 | $2.9M | 1.15% | NEW | — | $57.99 | +3.4% |
| 14 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 56,979.0 | $2.9M | 1.14% | NEW | — | $50.08 | -2.5% |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 75,123.0 | $2.8M | 1.10% | NEW | — | $36.64 | +2.3% |
| 16 | QUAL | ISHARES TR | — | 11,143.0 | $2.4M | 0.97% | NEW | — | $218.64 | +1.8% |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 36,231.0 | $2.1M | 0.82% | NEW | — | $56.76 | +0.8% |
| 18 | AAPL | APPLE INC | Technology | 6,331.0 | $2.0M | 0.80% | NEW | — | $317.29 | +0.8% |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 18,789.0 | $1.8M | 0.71% | NEW | — | $94.84 | -0.2% |
| 20 | IEFA | ISHARES TR | — | 17,661.0 | $1.7M | 0.68% | NEW | — | $96.15 | +5.1% |
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
27.0%
Financial Services
26.5%
Industrials
16.9%
Consumer Cyclical
13.3%
Communication Services
9.5%
Utilities
2.8%
Consumer Defensive
2.4%
Healthcare
1.7%