account_balance

Investment manager · 13F filer · SEC CIK 1597484

John Boyer, Inc.

Reported value$126Mas of Sep 30, 2026
Positions227 188 new, 0 sold out
Top 10 weight74.7%SCHB alone is 28%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab US Broad Market ETF 28.3% Added +2%
VGT Vanguard Information Technology ETF 13.1% Held
GLDM World Gold Trust 6.6% New
VIG Vanguard Dividend Appreciation ETF 6.4% Added +4%
IJR iShares Core S&P Small-Cap ETF 6.3% Added +3%
SCHX Schwab US Large-Cap ETF 3.5% Held
SCHA Schwab US Small-Cap ETF 2.8% Held
AAPL Apple Inc. 2.7% Held
SCHM Schwab US Mid-Cap ETF 2.7% Held
MO Altria Group, Inc. 2.3% Added +3%VZ Verizon Communications Inc 1.9% Added +4%AMZN Amazon.com Inc 1.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IJH −17%
  • VYM −12%
  • CVX −6%
  • T −4%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist