Boulder Wealth Advisors

Boulder Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 27 positions in its portfolio as reported in the September 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 $33M 502k 66.52
Ishares Tr Core S&p500 Etf (IVV) 14.5 $27M 46k 576.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.4 $23M 127k 179.30
Ishares Tr Esg Awr Msci Usa (ESGU) 12.0 $22M 174k 126.18
Ishares Tr Rus 1000 Grw Etf (IWF) 11.3 $21M 55k 375.38
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 8.1 $15M 366k 40.63
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.9 $9.0M 187k 48.24
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.2 $7.7M 75k 102.58
Ishares Tr Blackrock Ultra (ICSH) 4.1 $7.5M 148k 50.74
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.5 $6.5M 128k 50.94
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $3.1M 38k 82.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.7M 3.7k 460.26
Apple (AAPL) 0.8 $1.6M 6.7k 233.01
Microsoft Corporation (MSFT) 0.6 $1.1M 2.6k 430.37
Broadcom (AVGO) 0.5 $1.0M 5.8k 172.50
Select Sector Spdr Tr Technology (XLK) 0.4 $693k 3.1k 225.76
NVIDIA Corporation (NVDA) 0.4 $681k 5.6k 121.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $451k 787.00 573.56
Meta Platforms Cl A (META) 0.2 $408k 713.00 572.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $340k 2.0k 167.22
Vanguard World Mega Cap Val Etf (MGV) 0.2 $320k 2.5k 128.28
Alphabet Cap Stk Cl A (GOOGL) 0.1 $244k 1.5k 165.85
Amazon (AMZN) 0.1 $239k 1.3k 186.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $235k 445.00 527.67
Tesla Motors (TSLA) 0.1 $232k 885.00 261.63
Palo Alto Networks (PANW) 0.1 $214k 627.00 341.80
Ishares Tr Core Msci Eafe (IEFA) 0.1 $201k 2.6k 78.05