Boulder Wealth Advisors, LLC
CIK 1874080 · Holdings on Sep 30, 2024 · First reported Dec 3, 2024
Top ten holdings
Q3 2024- SCHB18.16%
- IVV14.55%
- QUAL12.39%
- ESGU11.96%
- IWF11.26%
- PRF8.08%
- JCPB4.89%
- XMHQ4.18%
- ICSH4.08%
- JMST3.53%
Share classes counted separately93.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight decreased · -5.74 pp17.00% → 11.26%Shares -24.75K (-30.97%)
- IVVWeight decreased · -2.84 pp17.39% → 14.55%Shares -8.06K (-14.81%)
- JMSTWeight increased · +2.31 pp1.22% → 3.53%Shares +86.42K (+209.48%)
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 27
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 | $33.41M | 18.16% | 502.32K shares | 18.21% → 18.16%-0.05 pp +5.88K (+1.18%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $26.77M | 14.55% | 46.41K shares | 17.39% → 14.55%-2.84 pp -8.06K (-14.81%) | Reduced | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $22.79M | 12.39% | 127.12K shares | 10.53% → 12.39%+1.86 pp +21.42K (+20.27%) | Added | ↗▾ |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $22.00M | 11.96% | 174.34K shares | 12.02% → 11.96%-0.06 pp +1.70K (+0.98%) | Added | ↗▾ |
| 05 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $20.71M | 11.26% | 55.17K shares | 17.00% → 11.26%-5.74 pp -24.75K (-30.97%) | Reduced | ↗▾ |
| 06 | PRFINVESCO RAFI US 1000 ETFFTSE RAFI 1000 View history and evidence | $14.86M | 8.08% | 365.81K shares | 7.81% → 8.08%+0.27 pp +12.90K (+3.66%) | Added | ↗▾ |
| 07 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $9.00M | 4.89% | 186.60K shares | 5.04% → 4.89%-0.15 pp +223 (+0.12%) | Added | ↗▾ |
| 08 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $7.69M | 4.18% | 74.93K shares | 3.99% → 4.18%+0.19 pp +4.48K (+6.36%) | Added | ↗▾ |
| 09 | ICSHISHARES ULTRA SHORT DURATIONBLACKROCK ULTRA View history and evidence | $7.50M | 4.08% | 147.86K shares | Prior unavailable +147.86K | New | ↗▾ |
| 10 | JMSTJPM ULTRA-SHORT MUNI INCOMEULTRA SHT MUNCPL View history and evidence | $6.50M | 3.53% | 127.67K shares | 1.22% → 3.53%+2.31 pp +86.42K (+209.48%) | 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 Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Dec 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 184009035
}Take these holdings further.
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