Top 44 Boyer Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 11.31% | 297.2K | $10.7M | +4.45%(+12.67K) | $35.17(+5.51%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 10.69% | 292.9K | $10.1M | +15.37%(+39.03K) | $35.00(+4.93%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 10.13% | 224.6K | $9.6M | +5.13%(+10.96K) | $42.85(+8.90%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 8.88% | 208.4K | $8.4M | +9.06%(+17.31K) | $44.04(+2.52%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 6.13% | 173.3K | $5.8M | +8.89%(+14.15K) | $34.38(+11.38%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.39% | 193.6K | $5.1M | +2.87%(+5.40K) | $26.55(-1.38%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.91% | 207.3K | $4.6M | +5.77%(+11.31K) | $22.67(-1.45%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.05% | 97.0K | $3.8M | +1.09%(+1.04K) | $38.18(+10.85%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 4.05% | 99.4K | $3.8M | +6.33%(+5.92K) | $39.85(+7.22%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.78% | 131.0K | $3.6M | -1.52%(-2.02K) | $27.69(-0.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.33% | +1.00% |
| Top 20 Holdings Unweighted | +0.61% | +1.84% |
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