Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/21 申報。只含多頭部位。
- 持股檔數
- 138
- 2022 年第 3 季沒有申報
- 總值
- $1.12 億
- 2022 年第 3 季沒有申報
Boulder Wealth Advisors, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 43,785 | $1,682 萬 | 15.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 306,330 | $1,373 萬 | 12.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 114,235 | $1,236 萬 | 11.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 141,105 | $1,196 萬 | 10.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 215,018 | $1,090 萬 | 9.7% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 105,574 | $995.1 萬 | 8.9% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 167,268 | $824.1 萬 | 7.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,802 | $716.1 萬 | 6.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 113,239 | $566.6 萬 | 5.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,200 | $497.0 萬 | 4.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38,638 | $193.7 萬 | 1.7% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,628 | $118.5 萬 | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,657 | $113.0 萬 | 1.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,119 | $101.7 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 5,896 | $76.6 萬 | 0.7% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,100 | $67.1 萬 | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 561 | $31.4 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 960 | $23.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,049 | $14.4 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 390 | $13.7 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,362 | $12.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,426 | $12.1 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 330 | $8.80 萬 | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 315 | $8.40 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,725 | $8.00 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 921 | $7.70 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 840 | $7.40 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 510 | $6.30 萬 | 0.1% | – | – | 歷史 |
| VMWVmware LLC | CL A COM | 476 | $5.80 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 500 | $5.50 萬 | <0.1% | – | – | 歷史 |
| North Las Vegas Nev Go Ltd Tax Bldg Ref B Rev CLBL660393R35 | GO LTD TAX BLDG REF B REV CLBL | – | $5.50 萬 | <0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 869 | $5.20 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 260 | $5.00 萬 | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 340 | $5.00 萬 | <0.1% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 774 | $5.00 萬 | <0.1% | – | – | 歷史 |
| United States Treasury Bills Bill912796XR5 | BILL | – | $5.00 萬 | <0.1% | – | – | – |
| United States Treasury Bills912796YJ2 | 912796YJ | – | $5.00 萬 | <0.1% | – | – | – |
| United States Treasury Bills Bill912796YN3 | BILL | – | $5.00 萬 | <0.1% | – | – | – |
| Versailles Ky Pub Pptys Inc Re First Mtg Rev BDS CLBL925199AT8 | FIRST MTG REV BDS CLBL | – | $4.60 萬 | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 320 | $4.30 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 161 | $4.20 萬 | <0.1% | – | – | 歷史 |
| Bowling Green St Univ Ohio Gen Gen Receipts BDS Rev CLBL102885HK9 | GEN RECEIPTS BDS REV CLBL | – | $4.20 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 189 | $4.00 萬 | <0.1% | – | – | – |
| UALUnited Airlines Holdings, Inc. | COM | 1,066 | $4.00 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 113 | $3.90 萬 | <0.1% | – | – | 歷史 |
| Williamsport Pa San Auth SWR R BDS Rev CLBL970225DV7 | BDS REV CLBL | – | $3.90 萬 | <0.1% | – | – | – |
| River City Inc Ky PKG Auth Rev First Mtg Rev Ref BDS CLBL76804ACV5 | FIRST MTG REV REF BDS CLBL | – | $3.80 萬 | <0.1% | – | – | – |
| Hillsborough Cnty Fla SCH BRD Ref Cops Rev CLBL43232VTR2 | REF COPS REV CLBL | – | $3.70 萬 | <0.1% | – | – | – |
| Miami Dade Cnty Fla SCH BRD Go SCH BDS CLBL59333RGT5 | GO SCH BDS CLBL | – | $3.70 萬 | <0.1% | – | – | – |
| Lexington Cnty SC Health Svcs Dist Inc Hosp Rev, BDS, Lexington Med Ctr529050ER3 | Revenue Supported Bonds - non-taxable | – | $3.60 萬 | <0.1% | – | – | – |
| Westminster Colo Economic Dev Rev Ref BDS CLBL960660BB3 | REV REF BDS CLBL | – | $3.50 萬 | <0.1% | – | – | – |
| Tucson Ariz Rev Ref Obligs CLBL898797EJ0 | REV REF OBLIGS CLBL | – | $3.30 萬 | <0.1% | – | – | – |
| Kentucky Economic Dev Fin Auth Rev BDS CLBL49126KKP5 | REV BDS CLBL | – | $3.20 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 194 | $3.10 萬 | <0.1% | – | – | 歷史 |
| Miami-Dade Cnty Fla Pub Facs R Rev and Ref BDS CLBL59333TDX5 | REV AND REF BDS CLBL | – | $3.10 萬 | <0.1% | – | – | – |
| El Monte Calif WTR Auth BDS Rev CLBL28335TCE1 | BDS REV CLBL | – | $2.80 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 2,294 | $2.70 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 402 | $2.70 萬 | <0.1% | – | – | – |
| Co Health Fac19648FAJ3 | Convertible/ | – | $2.70 萬 | <0.1% | – | – | – |
| New York N Y Tax Exempt Go BDS CLBL64966LZX2 | TAX EXEMPT GO BDS CLBL | – | $2.60 萬 | <0.1% | – | – | – |
| DELLDell Technologies Inc. | Stock | 628 | $2.50 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 265 | $2.30 萬 | <0.1% | – | – | 歷史 |
| South Broward Hosp Dist Fla Re Ref Rev BDS836753LQ4 | REF REV BDS | – | $2.10 萬 | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 114 | $2.00 萬 | <0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 263 | $2.00 萬 | <0.1% | – | – | 歷史 |
| United States Treasury Notes Note912828ZD5 | NOTE | – | $2.00 萬 | <0.1% | – | – | – |
| BABoeing Co | Stock | 100 | $1.90 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 50 | $1.70 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 195 | $1.40 萬 | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 403 | $1.30 萬 | <0.1% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 565 | $1.30 萬 | <0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 100 | $1.00 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 30 | $1.00 萬 | <0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 106 | $1.00 萬 | <0.1% | – | – | 歷史 |
| Colorado WTR Res & PWR Dev Aut Rev BDS CLBL19679RHF0 | REV BDS CLBL | – | $1.00 萬 | <0.1% | – | – | – |
| NEMNEWMONT Corp | Stock | 200 | $9,000 | <0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 90 | $9,000 | <0.1% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 116 | $8,000 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 18 | $8,000 | <0.1% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 200 | $8,000 | <0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 223 | $8,000 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 100 | $8,000 | <0.1% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 50 | $7,000 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 50 | $7,000 | <0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 140 | $7,000 | <0.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 146 | $7,000 | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 140 | $6,000 | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 54 | $6,000 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12 | $6,000 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 7 | $6,000 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 95 | $6,000 | <0.1% | – | – | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 215 | $6,000 | <0.1% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 10 | $5,000 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 10 | $5,000 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 107 | $5,000 | <0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 75 | $5,000 | <0.1% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 37 | $5,000 | <0.1% | – | – | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,350 | $5,000 | <0.1% | – | – | 歷史 |
| SUNSunoco LP | COM UT REP LP | 120 | $5,000 | <0.1% | – | – | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 130 | $5,000 | <0.1% | – | – | 歷史 |