Portfolio (Quarterly)
Guide ↗
BOYUM WEALTH ARCHITECTS LLC
· CIK 0002068635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VOO | VANGUARD INDEX FDS | — | 1,010.0 | $696K | 0.28% | NEW | — | $688.73 | +2.8% |
| 42 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,805.0 | $694K | 0.28% | NEW | — | $247.31 | +4.5% |
| 43 | FEGE | RBB FUND TRUST | — | 12,878.0 | $640K | 0.26% | NEW | — | $49.67 | +6.8% |
| 44 | AOA | ISHARES TR | — | 6,596.0 | $637K | 0.25% | NEW | — | $96.55 | +3.0% |
| 45 | INMU | BLACKROCK ETF TRUST II | — | 25,132.0 | $606K | 0.24% | NEW | — | $24.10 | -2.7% |
| 46 | SCHV | SCHWAB STRATEGIC TR | — | 17,125.0 | $586K | 0.23% | NEW | — | $34.22 | +1.8% |
| 47 | IWM | ISHARES TR | — | 1,767.0 | $519K | 0.21% | NEW | — | $293.48 | +0.9% |
| 48 | SCHA | SCHWAB STRATEGIC TR | — | 15,037.0 | $516K | 0.20% | NEW | — | $34.32 | +0.7% |
| 49 | TCAF | T ROWE PRICE EXCHANGE-TRADED | — | 11,430.0 | $475K | 0.19% | NEW | — | $41.60 | +3.0% |
| 50 | IALT | BLACKROCK ETF TRUST | — | 16,736.0 | $475K | 0.19% | NEW | — | $28.36 | +2.7% |
| 51 | NVDA | NVIDIA CORPORATION | Technology | 2,171.0 | $442K | 0.18% | NEW | — | $203.53 | +13.2% |
| 52 | — | J P MORGAN EXCHANGE TRADED F | — | 8,694.0 | $439K | 0.17% | NEW | — | $50.44 | — |
| 53 | GDX | VANECK ETF TRUST | — | 5,512.0 | $404K | 0.16% | NEW | — | $73.37 | +35.3% |
| 54 | MMM | 3M CO | Industrials | 2,521.0 | $398K | 0.16% | NEW | — | $157.70 | +6.9% |
| 55 | GOOG | ALPHABET INC | — | 1,112.0 | $390K | 0.15% | NEW | — | $350.67 | — |
| 56 | XEL | XCEL ENERGY INC | Utilities | 4,844.0 | $390K | 0.15% | NEW | — | $80.48 | -5.9% |
| 57 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,162.0 | $389K | 0.15% | NEW | — | $334.53 | +7.2% |
| 58 | EFA | ISHARES TR | — | 3,609.0 | $373K | 0.15% | NEW | — | $103.24 | +4.9% |
| 59 | IJR | ISHARES TR | — | 2,519.0 | $365K | 0.14% | NEW | — | $144.99 | +0.2% |
| 60 | GGG | GRACO INC | Industrials | 4,727.0 | $349K | 0.14% | NEW | — | $73.92 | +5.4% |
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
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%