Top 50 Boyum Wealth Architects Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 17.46% | 1.50M | $41.8M | +8.16%(+113.37K) | $23.01(+24.11%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 11.41% | 655.8K | $27.3M | +8.26%(+50.03K) | $41.66(-0.48%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 11.22% | 518.2K | $26.8M | +15.49%(+69.51K) | $42.28(+24.50%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 8.9% | 331.9K | $21.3M | +7.55%(+23.30K) | $55.97(+18.71%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.51% | 174.5K | $15.6M | +25.06%(+34.97K) | $71.81(+27.25%) | 2026-03-31 | |
| RUNN | STRATEGIC TRUST | 5.58% | 405.1K | $13.4M | +7.85%(+29.49K) | $32.97(-2.93%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.17% | 136.6K | $12.4M | +66.62%(+54.61K) | $72.97(+30.02%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.48% | 38.7K | $10.7M | +23.49%(+7.36K) | $222.93(+31.95%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.06% | 49.2K | $4.9M | new | $100.52(-0.01%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.76% | 11.9K | $4.2M | +2.03%(+237) | $283.91(+28.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.87% |
| Top 20 Holdings Unweighted | +14.29% | +49.31% |
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