Portfolio (Quarterly)
Guide ↗
BOYUM WEALTH ARCHITECTS LLC
· CIK 0002068635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | WMT | WALMART INC | Consumer Defensive | 3,002.0 | $345K | 0.14% | NEW | — | $114.78 | -6.7% |
| 62 | AVGO | BROADCOM INC | Technology | 896.0 | $344K | 0.14% | NEW | — | $384.05 | -6.8% |
| 63 | HYMB | SPDR SERIES TRUST | — | 13,005.0 | $328K | 0.13% | NEW | — | $25.22 | -3.1% |
| 64 | XT | ISHARES TR | — | 3,871.0 | $314K | 0.12% | NEW | — | $81.07 | +1.6% |
| 65 | GLD | SPDR GOLD TR | Financial Services | 757.0 | $278K | 0.11% | NEW | — | $367.13 | +10.8% |
| 66 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 4,593.0 | $274K | 0.11% | NEW | — | $59.59 | +0.5% |
| 67 | DCOR | DIMENSIONAL ETF TRUST | — | 3,192.0 | $263K | 0.10% | NEW | — | $82.38 | +3.0% |
| 68 | NFLX | NETFLIX INC. | Communication Services | 3,538.0 | $261K | 0.10% | NEW | — | $73.83 | +6.0% |
| 69 | MU | MICRON TECHNOLOGY INC | Technology | 268.0 | $251K | 0.10% | NEW | — | $937.00 | +8.5% |
| 70 | META | META PLATFORMS INC | Communication Services | 364.0 | $239K | 0.10% | NEW | — | $656.73 | -6.1% |
| 71 | JNJ | JOHNSON & JOHNSON | Healthcare | 915.0 | $236K | 0.09% | NEW | — | $257.77 | +6.8% |
| 72 | IEMG | ISHARES INC | — | 2,860.0 | $224K | 0.09% | NEW | — | $78.49 | +6.6% |
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%