Boyer Financial Services, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Boyer Financial Services, Inc. | Institutional Filer | ▲ 0.04% | $94.3M | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 297K | $10.7M | 11.31% |
| 2 | CGBL | CAPITAL GROUP CORE BALANCED | — | 293K | $10.1M | 10.69% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 225K | $9.6M | 10.13% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | — | 208K | $8.4M | 8.88% |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 173K | $5.8M | 6.13% |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 194K | $5.1M | 5.39% |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 207K | $4.6M | 4.91% |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 97K | $3.8M | 4.05% |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 99K | $3.8M | 4.05% |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 131K | $3.6M | 3.78% |
| 11 | JBND | J P MORGAN EXCHANGE TRADED F | — | 53K | $2.9M | 3.04% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 81K | $2.5M | 2.64% |
| 13 | CGMM | CAPITAL GROUP EQUITY ETF TR | — | 76K | $2.2M | 2.37% |
| 14 | CGGE | CAPITAL GROUP GLOBAL EQUITY | — | 73K | $2.2M | 2.35% |
| 15 | TBG | EA SERIES TRUST | — | 63K | $2.2M | 2.32% |
Showing 1 to 15 of 44 holdings