Boulder Wealth Advisors, LLC
CIK 1874080 · Holdings on Jun 30, 2024 · First reported Dec 3, 2024
Top ten holdings
Q2 2024- SCHB18.21%
- IVV17.39%
- IWF17.00%
- ESGU12.02%
- QUAL10.53%
- PRF7.81%
- JCPB5.04%
- XMHQ3.99%
- SPYG1.65%
- JMST1.22%
Share classes counted separately94.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XMHQWeight decreased · -0.66 pp4.65% → 3.99%Shares +2.28K (+3.34%)
- IWFWeight increased · +0.59 pp16.41% → 17.00%Shares +1.31K (+1.67%)
- PRFWeight decreased · -0.38 pp8.19% → 7.81%Shares +9.32K (+2.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
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 | $31.21M | 18.21% | 496.44K shares | 18.30% → 18.21%-0.09 pp +12.32K (+2.55%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $29.81M | 17.39% | 54.47K shares | 17.35% → 17.39%+0.04 pp +1.20K (+2.25%) | Added | ↗▾ |
| 03 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $29.13M | 17.00% | 79.92K shares | 16.41% → 17.00%+0.59 pp +1.31K (+1.67%) | Added | ↗▾ |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $20.60M | 12.02% | 172.64K shares | 12.07% → 12.02%-0.05 pp +3.10K (+1.83%) | Added | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $18.05M | 10.53% | 105.70K shares | 10.51% → 10.53%+0.02 pp +2.41K (+2.33%) | Added | ↗▾ |
| 06 | PRFINVESCO RAFI US 1000 ETFFTSE RAFI 1000 View history and evidence | $13.39M | 7.81% | 352.91K shares | 8.19% → 7.81%-0.38 pp +9.32K (+2.71%) | Added | ↗▾ |
| 07 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $8.63M | 5.04% | 186.38K shares | 5.37% → 5.04%-0.33 pp +357 (+0.19%) | Added | ↗▾ |
| 08 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $6.84M | 3.99% | 70.45K shares | 4.65% → 3.99%-0.66 pp +2.28K (+3.34%) | Added | ↗▾ |
| 09 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $2.82M | 1.65% | 35.22K shares | 1.49% → 1.65%+0.16 pp +2.34K (+7.10%) | Added | ↗▾ |
| 10 | JMSTJPM ULTRA-SHORT MUNI INCOMEULTRA SHT MUNCPL View history and evidence | $2.09M | 1.22% | 41.25K shares | 0.85% → 1.22%+0.37 pp +14.10K (+51.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1874080 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Dec 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 171411037
}Take these holdings further.
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