Long-term investor
Boyd Wealth Management, LLC @boydwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846114).
Record
- Tracked since 2025-06-30 (434 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +12.3% · 6 months +11.8% · 1 year +18.3% · all +18.3%
- Max drawdown -1.7% · Sharpe 1.01 · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 21.7% · long · since 2025-06-30
- SCHF · 8.6% · long · since 2025-06-30
- SPYG · 8.3% · long · since 2025-06-30
- SCHE · 6.4% · long · since 2025-06-30
- BIV · 6.3% · long · since 2025-06-30
- VCLT · 5.9% · long · since 2026-06-30
- HYDB · 5.7% · long · since 2026-03-31
- IJR · 5.7% · long · since 2025-06-30
- IVV · 4.4% · long · since 2025-06-30
- VTV · 4.4% · long · since 2025-06-30
- IJH · 3.4% · long · since 2025-06-30
- SCHG · 2.0% · long · since 2025-06-30