Boulder Wealth Advisors

Boulder Wealth Advisors as of March 31, 2024

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 18.3 $30M 484k 61.05
Ishares Tr Core S&p500 Etf (IVV) 17.3 $28M 53k 525.73
Ishares Tr Rus 1000 Grw Etf (IWF) 16.4 $27M 79k 337.05
Ishares Tr Esg Awr Msci Usa (ESGU) 12.1 $20M 170k 114.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.5 $17M 103k 164.35
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 8.2 $13M 344k 38.47
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 5.4 $8.7M 186k 46.65
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.6 $7.5M 68k 110.05
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $2.4M 33k 73.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.5M 3.7k 420.52
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.4M 27k 50.74
Apple (AAPL) 0.7 $1.2M 6.7k 171.47
Microsoft Corporation (MSFT) 0.7 $1.1M 2.5k 420.74
Broadcom (AVGO) 0.5 $832k 627.00 1326.43
Select Sector Spdr Tr Technology (XLK) 0.4 $639k 3.1k 208.27
NVIDIA Corporation (NVDA) 0.3 $541k 599.00 903.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $412k 787.00 522.89
Meta Platforms Cl A (META) 0.2 $328k 675.00 485.58
Vanguard World Mega Cap Val Etf (MGV) 0.2 $298k 2.5k 119.51
Alphabet Cap Stk Cl A (GOOGL) 0.2 $274k 1.8k 150.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $229k 1.5k 152.26
Tesla Motors (TSLA) 0.1 $228k 1.3k 175.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $214k 445.00 480.70