Boulder Wealth Advisors, LLC
CIK 1874080 · Holdings on Mar 31, 2024 · First reported Dec 3, 2024
Top ten holdings
Q1 2024- SCHB18.30%
- IVV17.35%
- IWF16.41%
- ESGU12.07%
- QUAL10.51%
- PRF8.19%
- JCPB5.37%
- XMHQ4.65%
- SPYG1.49%
- BRK.B0.96%
Share classes counted separately95.30%
Portfolio value by quarter
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $29.56M | 18.30% | 484.12K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $28.01M | 17.35% | 53.27K shares | — | ↗▾ | |
| 03 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $26.50M | 16.41% | 78.61K shares | — | ↗▾ | |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $19.49M | 12.07% | 169.55K shares | — | ↗▾ | |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $16.98M | 10.51% | 103.29K shares | — | ↗▾ | |
| 06 | PRFINVESCO RAFI US 1000 ETFFTSE RAFI 1000 View history and evidence | $13.22M | 8.19% | 343.59K shares | — | ↗▾ | |
| 07 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $8.68M | 5.37% | 186.02K shares | — | ↗▾ | |
| 08 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $7.50M | 4.65% | 68.17K shares | — | ↗▾ | |
| 09 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $2.41M | 1.49% | 32.88K shares | — | ↗▾ | |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $1.54M | 0.96% | 3.67K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1874080 · Period Mar 31, 2024
Data loaded Sep 23, 2026 · First reported Dec 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161470305
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.