StockDriftsStockDriftsTop 48 Boyd Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 21.18% | 83.8K | $50.1M | +2.71%(+2.21K) | $455.01(+49.98%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.78% | 117.9K | $23.1M | +0.12%(+140) | $158.01(+31.87%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 9.38% | 226.5K | $22.2M | +61.02%(+85.82K) | $87.65(+35.57%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.53% | 815.4K | $20.2M | +0.73%(+5.88K) | $18.85(+44.91%) | 2026-03-31 | |
| ISTB | ISHARES TR | 5.69% | 277.9K | $13.5M | +2.63%(+7.13K) | $48.17(+0.16%) | 2026-03-31 | |
| HYDB | ISHARES TR | 5.67% | 288.5K | $13.4M | new | $46.93(-0.38%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.5% | 137.8K | $10.6M | +2.58%(+3.47K) | $77.68(-1.36%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.35% | 15.8K | $10.3M | -0.25%(-39) | $451.36(+65.22%) | 2026-03-31 | |
| IAGG | ISHARES TR | 3.51% | 165.8K | $8.3M | +10.01%(+15.09K) | $50.14(-0.42%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.22% | 231.4K | $7.6M | +0.59%(+1.36K) | $29.46(+23.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.82% |
| Top 20 Holdings Unweighted | +13.08% | +44.58% |
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