Dickmeyer Boyce Financial Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DB Dickmeyer Boyce Financial Management, Inc. | Institutional Filer | — | $169.9M | 125 |
Current Portfolio Holdings
Showing all 125 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | — | 241K | $11.0M | 6.48% |
| 2 | AAPL | Apple Inc. | Technology | 31K | $8.0M | 4.68% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 227K | $7.0M | 4.09% |
| 4 | IWR | ISHARES TR | — | 67K | $6.5M | 3.84% |
| 5 | DON | WISDOMTREE TR | — | 124K | $6.5M | 3.82% |
| 6 | VYM | VANGUARD WHITEHALL FDS | — | 41K | $6.0M | 3.53% |
| 7 | MSFT | Microsoft Corporation | Technology | 15K | $5.5M | 3.25% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 22K | $5.4M | 3.17% |
| 9 | VTEB | VANGUARD MUN BD FDS | — | 107K | $5.3M | 3.14% |
| 10 | DGRW | WISDOMTREE TR | — | 53K | $4.6M | 2.73% |
| 11 | VTV | VANGUARD INDEX FDS | — | 18K | $3.4M | 2.02% |
| 12 | ABBV | AbbVie Inc. | Healthcare | 16K | $3.4M | 2.01% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 11K | $3.3M | 1.95% |
| 14 | VZ | Verizon Communications Inc. | Communication Services | 58K | $2.9M | 1.71% |
| 15 | DLN | WISDOMTREE TR | — | 30K | $2.7M | 1.59% |
Showing 1 to 15 of 125 holdings