Boulder Wealth Advisors, LLC
33 holdingsFiling period: 2026-03-31Current AUM: $281.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.62M | $40.6M | $46.7M | 16.55% | +31.2K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 52.3K | $34.2M | $39.3M | 13.93% | -17,465 | 2026-03-31 |
| 3 | QUAL | ISHARES TR | 150.7K | $28.9M | $33.0M | 11.72% | +3.8K | 2026-03-31 |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 550.3K | $26.2M | $30.1M | 10.69% | +62.2K | 2026-03-31 |
| 5 | IWF | ISHARES TR | 54.8K | $23.4M | $25.9M | 9.20% | -5,936 | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 73.8K | $22.9M | $28.7M | 10.20% | +66.8K | 2026-03-31 |
| 7 | ICSH | ISHARES TR | 221.3K | $11.2M | $11.2M | 3.97% | -- | 2026-03-31 |
| 8 | JPLD | J P MORGAN EXCHANGE TRADED F | 189.3K | $9.9M | $9.9M | 3.50% | +153.0K | 2026-03-31 |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | 192.5K | $9.8M | $9.8M | 3.48% | +110.3K | 2026-03-31 |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | 340.2K | $9.2M | $9.2M | 3.26% | -5,020 | 2026-03-31 |
| 11 | CGSM | CAPITAL GRP FIXED INCM ETF T | 250.8K | $6.6M | $6.6M | 2.33% | +168.3K | 2026-03-31 |
| 12 | JMUB | J P MORGAN EXCHANGE TRADED F | 130.1K | $6.5M | $6.5M | 2.30% | -23,216 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 17.3K | $4.4M | $5.3M | 1.89% | +9.8K | 2026-03-31 |
| 14 | VONV | VANGUARD SCOTTSDALE FDS | 42.6K | $4.0M | $4.7M | 1.67% | -- | 2026-03-31 |
| 15 | SPYG | SPDR SERIES TRUST | 33.3K | $3.3M | $3.9M | 1.39% | -10,877 | 2026-03-31 |
| 16 | ESGU | ISHARES TR | 13.7K | $1.9M | $2.2M | 0.79% | -21,566 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.8M | $1.8M | 0.64% | -496 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 2.6K | $944K | $1.2M | 0.42% | -146 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 1.9K | $555K | $687K | 0.24% | -- | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 3.1K | $545K | $627K | 0.22% | -317 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 1.8K | $520K | $647K | 0.23% | +30 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 787 | $511K | $587K | 0.21% | -- | 2026-03-31 |
| 23 | NEAR | ISHARES U S ETF TR | 9.8K | $496K | $493K | 0.17% | -587 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 700 | $339K | $390K | 0.14% | -- | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 513 | $306K | $352K | 0.12% | -- | 2026-03-31 |
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