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 |
|---|---|---|---|---|---|---|---|
| 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% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 869 | $5.20 萬 | <0.1% | – | – | – |
| 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% | – | – | – |
| VMWVmware LLC | CL A COM | 476 | $5.80 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 510 | $6.30 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 840 | $7.40 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 921 | $7.70 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,725 | $8.00 萬 | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 315 | $8.40 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 330 | $8.80 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% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 390 | $13.7 萬 | 0.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,049 | $14.4 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 960 | $23.0 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 561 | $31.4 萬 | 0.3% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,100 | $67.1 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 5,896 | $76.6 萬 | 0.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,119 | $101.7 萬 | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,657 | $113.0 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,628 | $118.5 萬 | 1.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38,638 | $193.7 萬 | 1.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,200 | $497.0 萬 | 4.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 113,239 | $566.6 萬 | 5.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,802 | $716.1 萬 | 6.4% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 167,268 | $824.1 萬 | 7.4% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 105,574 | $995.1 萬 | 8.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 215,018 | $1,090 萬 | 9.7% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 141,105 | $1,196 萬 | 10.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 114,235 | $1,236 萬 | 11.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 306,330 | $1,373 萬 | 12.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,785 | $1,682 萬 | 15.1% | – | – | – |