Boulder Wealth Advisors

Boulder Wealth Advisors as of June 30, 2024

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 24 positions in its portfolio as reported in the June 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) 18.2 $31M 496k 62.87
Ishares Tr Core S&p500 Etf (IVV) 17.4 $30M 55k 547.23
Ishares Tr Rus 1000 Grw Etf (IWF) 17.0 $29M 80k 364.51
Ishares Tr Esg Awr Msci Usa (ESGU) 12.0 $21M 173k 119.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.5 $18M 106k 170.76
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 7.8 $13M 353k 37.95
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 5.0 $8.6M 186k 46.33
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.0 $6.8M 71k 97.03
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $2.8M 35k 80.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $2.1M 41k 50.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.5M 3.7k 406.80
Apple (AAPL) 0.8 $1.4M 6.6k 210.61
Microsoft Corporation (MSFT) 0.7 $1.1M 2.5k 447.00
Broadcom (AVGO) 0.6 $966k 602.00 1604.22
NVIDIA Corporation (NVDA) 0.5 $787k 6.4k 123.54
Select Sector Spdr Tr Technology (XLK) 0.4 $694k 3.1k 226.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $428k 787.00 544.03
Meta Platforms Cl A (META) 0.2 $352k 698.00 504.22
Alphabet Cap Stk Cl C (GOOG) 0.2 $334k 1.8k 183.37
Vanguard World Mega Cap Val Etf (MGV) 0.2 $296k 2.5k 118.50
Alphabet Cap Stk Cl A (GOOGL) 0.2 $268k 1.5k 182.15
Tesla Motors (TSLA) 0.1 $240k 1.2k 197.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $223k 445.00 500.13
Amazon (AMZN) 0.1 $222k 1.2k 193.25