account_balance
Investment manager · 13F filer · SEC CIK 2108122
Boyer Financial Services, Inc.
Reported value$125Mas of Sep 30, 2026
Positions61 7 new, 3 sold out
Top 10 weight61.3%CGDG alone is 10%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDGCapital Group Dividend Growe
9.6%Added +2%
CGGRCapital Group Growth ETF
8.9%Added +3%
CGDVCapital Group Dividend Value
8.9%
CGBLCapital Group Core Balanced
8.7%
CGGOCapital Group GBL Growth Eqt
5.9%
CGCPCapital GRP Fixed Incm ETF T
4.4%
ACYNFirst Tr Exchange-Traded Fd
3.9%Added +110%
CGCBCapital GRP Fixed Incm ETF T
3.8%
CGUSCapital Group Core Equity Et
3.6%
SDVYFirst Tr Exchange Traded Fd
3.6%
JBNDJ P Morgan Exchange Traded F
2.6%Trimmed −4%
CGMMCapital Group Equity ETF Tr
2.5%+4%
CGDGCapital Group Dividend Growe
9.6%Added +2%
CGGRCapital Group Growth ETF
8.9%Added +3%
CGDVCapital Group Dividend Value
8.9%
CGBLCapital Group Core Balanced
8.7%
CGGOCapital Group GBL Growth Eqt
5.9%
CGCPCapital GRP Fixed Incm ETF T
4.4%
ACYNFirst Tr Exchange-Traded Fd
3.9%
CGCBCapital GRP Fixed Incm ETF T
3.8%
CGUS3.6%
SDVY3.6%
JBND2.6%
CGMM2.5%
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
CGDG Capital Group Dividend Growe 9.6% Added +2%
CGGR Capital Group Growth ETF 8.9% Added +3%
CGDV Capital Group Dividend Value 8.9% Held
CGBL Capital Group Core Balanced 8.7% Held
CGGO Capital Group GBL Growth Eqt 5.9% Held
CGCP Capital GRP Fixed Incm ETF T 4.4% Held
ACYN First Tr Exchange-Traded Fd 3.9% Added +110%
CGCB Capital GRP Fixed Incm ETF T 3.8% Held
CGUS Capital Group Core Equity Et 3.6% Held
SDVY First Tr Exchange Traded Fd 3.6% Held
JBND J P Morgan Exchange Traded F 2.6% Trimmed −4%
CGMM Capital Group Equity ETF Tr 2.5% Added +4%
What changed
Biggest moves since Jun 30, 2026
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