account_balance
Investment manager · 13F filer · SEC CIK 2038325
Dickmeyer Boyce Financial Management, Inc.
Reported value$195Mas of Sep 30, 2026
Positions127 3 new, 5 sold out
Top 10 weight38.3%FBND alone is 6%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FBNDFidelity Merrimack STR Tr
5.8%Added +4%
AAPLApple Inc.
5.3%
MSFTMicrosoft Corp
4.2%
SCHDSchwab Strategic Tr
4.0%Added +2%
IWRiShares Tr
3.8%
VYMVanguard Whitehall FDS
3.5%Added +4%
DONWisdomtree Tr
3.5%
JNJJohnson & Johnson
2.9%
DGRWWisdomtree Tr
2.8%
VTEBVanguard Mun Bd FDS
2.5%Trimmed −14%
VTVVanguard Index FDS
2.1%+9%
ABBVAbbVie Inc.
2.0%
FBNDFidelity Merrimack STR Tr
5.8%Added +4%
AAPLApple Inc.
5.3%
MSFTMicrosoft Corp
4.2%
SCHDSchwab Strategic Tr
4.0%+2%
IWRiShares Tr
3.8%
VYMVanguard Whitehall FDS
3.5%
DONWisdomtree Tr
3.5%
JNJJohnson & Johnson
2.9%
DGRWWisdomtree Tr
2.8%
VTEB2.5%
VTV2.1%
ABBVBoxes 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
FBND Fidelity Merrimack STR Tr 5.8% Added +4%
AAPL Apple Inc. 5.3% HeldMSFT Microsoft Corp 4.2% HeldSCHD Schwab Strategic Tr 4.0% Added +2%
IWR iShares Tr 3.8% Held
VYM Vanguard Whitehall FDS 3.5% Added +4%
DON Wisdomtree Tr 3.5% Held
JNJ Johnson & Johnson 2.9% HeldDGRW Wisdomtree Tr 2.8% Held
VTEB Vanguard Mun Bd FDS 2.5% Trimmed −14%
VTV Vanguard Index FDS 2.1% Added +9%
ABBV AbbVie Inc. 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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