Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
John Boyer, Inc. (CIK 1597484) reported $115.4M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($34.6M, 29.98%), VGT ($15.6M, 13.52%), IJR ($8.4M, 7.25%), VIG ($7.9M, 6.84%), GLD ($7.9M, 6.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $34.6M | 29.98% | 1.2M | Added |
| 2 | VGT | VANGUARD WORLD FD | $15.6M | 13.52% | 130,456 | Added |
| 3 | IJR | ISHARES TR | $8.4M | 7.25% | 56,354 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $7.9M | 6.84% | 33,328 | Added |
| 5 | GLD | SPDR GOLD TR | $7.9M | 6.82% | 96,684 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $4.4M | 3.84% | 150,324 | Trimmed |
| 7 | SCHA | SCHWAB STRATEGIC TR | $3.9M | 3.34% | 106,705 | Trimmed |
| 8 | SCHM | SCHWAB STRATEGIC TR | $3.7M | 3.21% | 100,330 | Trimmed |
| 9 | MO | ALTRIA GROUP INC | $3.0M | 2.59% | 41,560 | Added |
| 10 | AAPL | APPLE INC | $3.0M | 2.58% | 10,274 | Trimmed |
| 11 | BEN | FRANKLIN RESOURCES INC | $2.3M | 1.99% | 68,964 | Added |
| 12 | AMZN | AMAZON COM INC | $2.2M | 1.89% | 9,146 | Added |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $2.1M | 1.86% | 50,590 | Added |
| 14 | PFE | PFIZER INC | $1.6M | 1.43% | 68,297 | Added |
| 15 | D | DOMINION ENERGY INC | $1.7M | 1.43% | 24,158 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $1.4M | 1.20% | 8,738 | Trimmed |
| 17 | SCHV | SCHWAB STRATEGIC TR | $1.3M | 1.14% | 37,875 | Trimmed |
| 18 | KLAC | KLA CORP | $1.2M | 1.01% | 3,859 | Added |
| 19 | IJH | ISHARES TR | $969,884 | 0.84% | 12,582 | Trimmed |
| 20 | ORI | OLD REP INTL CORP | $882,582 | 0.77% | 21,568 | Added |
| 21 | XLU | SELECT SECTOR SPDR TR | $843,884 | 0.73% | 18,613 | Added |
| 22 | ABBV | ABBVIE INC | $826,906 | 0.72% | 3,287 | Added |
| 23 | SCHF | SCHWAB STRATEGIC TR | $553,717 | 0.48% | 19,988 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $499,635 | 0.43% | 3,406 | Trimmed |
| 25 | DUK | DUKE ENERGY CORP NEW | $500,265 | 0.43% | 3,953 | Added |
Source: SEC Form 13F filings · as of 2026-06-30