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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001846114

Boyd Wealth Management, LLC

Sacramento, CA · File #028-21625

Latest AUM
$235.8M
Positions
48
Top-10 Concentration
74.5%
Filings
12

Sector Allocation

Technology
0.7%$1.7M
Industrials
0.5%$1.2M
Financials
0.2%$394,848
Energy
0.1%$348,132
Healthcare
0.1%$260,536

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836381,632$51.2M21.71%
2VANGUARD INDEX FDS922908744117,790$22.5M9.54%
3SCHWAB STRATEGIC TR808524805809,521$19.5M8.25%
4SPDR SERIES TRUST78464A409140,643$15.0M6.36%
5ISHARES TR46432F859270,731$13.2M5.60%
6DBX ETF TR233051432347,777$12.8M5.43%
7ISHARES TR464287804106,432$12.8M5.42%
8ISHARES TR46428720015,796$10.8M4.59%
9VANGUARD BD INDEX FDS921937819134,353$10.5M4.44%
10ISHARES TR46435G672150,720$7.5M3.20%
11SCHWAB STRATEGIC TR808524706230,030$7.5M3.19%
12ISHARES TR464287507108,595$7.2M3.04%
13SCHWAB STRATEGIC TR808524300152,584$5.0M2.11%
14ISHARES TR46432F84250,140$4.5M1.90%
15VANGUARD WORLD FD92191084028,992$4.1M1.74%
16VANGUARD INDEX FDS92290862912,167$3.5M1.50%
17VANGUARD INDEX FDS92290875111,922$3.1M1.30%
18ISHARES TR46428944614,093$2.4M1.02%
19VANGUARD INDEX FDS9229087364,203$2.1M0.87%
20SPDR SERIES TRUST78468R79636,151$2.0M0.86%