BOYUM WEALTH ARCHITECTS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$102.9B
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 1,090,369 | $23.5B | 22.82% | |
| 2 | PTRBPGIM ETF TR | 364,767 | $15.2B | 14.80% | |
| 3 | PRFINVESCO EXCHANGE TRADED FD T | 339,837 | $13.7B | 13.35% | |
| 4 | RUNNSTRATEGIC TRUST | 259,510 | $8.4B | 8.18% | |
| 5 | AVDEAMERICAN CENTY ETF TR | 93,314 | $6.2B | 6.01% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 86,044 | $4.9B | 4.78% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 21,810 | $4.2B | 4.09% | |
| 8 | VTIVANGUARD INDEX FDS | 10,984 | $3.0B | 2.93% | |
| 9 | TLTISHARES TR | 27,462 | $2.5B | 2.43% | |
| 10 | QUALISHARES TR | 11,983 | $2.0B | 1.99% | |
| 11 | AVEMAMERICAN CENTY ETF TR | 32,482 | $2.0B | 1.90% | |
| 12 | JCPBJ P MORGAN EXCHANGE TRADED F | 38,725 | $1.8B | 1.77% | |
| 13 | AVUVAMERICAN CENTY ETF TR | 20,506 | $1.8B | 1.74% | |
| 14 | JVALJ P MORGAN EXCHANGE TRADED F | 42,319 | $1.8B | 1.70% | |
| 15 | JPSTJ P MORGAN EXCHANGE TRADED F | 28,883 | $1.5B | 1.42% | |
| 16 | IWFISHARES TR | 3,595 | $1.3B | 1.26% | |
| 17 | AQLTISHARES TR | 16,471 | $1.2B | 1.21% | |
| 18 | IXUSISHARES TR | 17,054 | $1.2B | 1.16% | |
| 19 | NDQINVESCO QQQ TR | 2,344 | $1.1B | 1.07% | |
| 20 | JQUAJ P MORGAN EXCHANGE TRADED F | 15,648 | $883.6M | 0.86% | |
| 21 | NFLTETFIS SER TR I | 31,580 | $712.8M | 0.69% | |
| 22 | PIIPOLARIS INC | 17,169 | $702.9M | 0.68% | |
| 23 | JGROJ P MORGAN EXCHANGE TRADED F | 6,219 | $458.9M | 0.45% | |
| 24 | AAPLAPPLE INC | 2,052 | $455.8M | 0.44% | |
| 25 | VOOVANGUARD INDEX FDS | 684 | $351.7M | 0.34% | |
| 26 | VBRVANGUARD INDEX FDS | 1,577 | $293.8M | 0.29% | |
| 27 | MMM3M CO | 1,919 | $281.8M | 0.27% | |
| 28 | AMZNAMAZON COM INC | 1,373 | $261.2M | 0.25% | |
| 29 | XELXCEL ENERGY INC | 3,516 | $248.9M | 0.24% | |
| 30 | SPTLSPDR SER TR | 8,386 | $228.6M | 0.22% | |
| 31 | TPLCTIMOTHY PLAN | 9,429 | $225.7M | 0.22% | |
| 32 | UNHUNITEDHEALTH GROUP INC | 420 | $219.8M | 0.21% | |
| 33 | SMMDISHARES TR | 3,313 | $207.2M | 0.20% |