Boulder Wealth Advisors, LLC
CIK 1874080 · Holdings on Dec 31, 2024 · First reported Feb 6, 2025
Top ten holdings
Q4 2024- SCHB17.84%
- IVV14.23%
- IWF12.63%
- QUAL12.04%
- ESGU11.66%
- PRF9.75%
- JCPB4.39%
- XMHQ3.85%
- ICSH3.46%
- JMST2.90%
Share classes counted separately92.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PRFWeight increased · +1.67 pp8.08% → 9.75%Shares +103.38K (+28.26%)
- IWFWeight increased · +1.37 pp11.26% → 12.63%Shares +5.84K (+10.58%)
- JMSTWeight decreased · -0.63 pp3.53% → 2.90%Shares -16.77K (-13.14%)
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 | $34.62M | 17.84% | 1.53M shares | 18.16% → 17.84%-0.32 pp +1.02M (+203.65%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $27.62M | 14.23% | 46.91K shares | 14.55% → 14.23%-0.32 pp +505 (+1.09%) | Added | ↗▾ |
| 03 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $24.50M | 12.63% | 61.01K shares | 11.26% → 12.63%+1.37 pp +5.84K (+10.58%) | Added | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $23.37M | 12.04% | 131.22K shares | 12.39% → 12.04%-0.35 pp +4.09K (+3.22%) | Added | ↗▾ |
| 05 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $22.61M | 11.66% | 175.55K shares | 11.96% → 11.66%-0.30 pp +1.21K (+0.69%) | Added | ↗▾ |
| 06 | PRFINVESCO RAFI US 1000 ETFFTSE RAFI 1000 View history and evidence | $18.93M | 9.75% | 469.18K shares | 8.08% → 9.75%+1.67 pp +103.38K (+28.26%) | Added | ↗▾ |
| 07 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $8.51M | 4.39% | 184.70K shares | 4.89% → 4.39%-0.50 pp -1.90K (-1.02%) | Reduced | ↗▾ |
| 08 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $7.47M | 3.85% | 75.87K shares | 4.18% → 3.85%-0.33 pp +942 (+1.26%) | Added | ↗▾ |
| 09 | ICSHISHARES ULTRA SHORT DURATIONULTRA SHORT-TERM View history and evidence | $6.71M | 3.46% | 132.98K shares | 4.08% → 3.46%-0.62 pp -14.88K (-10.06%) | Reduced | ↗▾ |
| 10 | JMSTJPM ULTRA-SHORT MUNI INCOMEULTRA SHT MUNCPL View history and evidence | $5.62M | 2.90% | 110.90K shares | 3.53% → 2.90%-0.63 pp -16.77K (-13.14%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IEFA ISHARES CORE MSCI EAFE ETF | Non-derivative | -2,581 | -$201.45K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1874080 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 6, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 194029859
}Take these holdings further.
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