Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/12/3 申報。只含多頭部位。
- 持股檔數
- 23
- 2023 年第 4 季沒有申報
- 總值
- $1.61 億
- 2023 年第 4 季沒有申報
Boulder Wealth Advisors, LLC 沒有申報 2023 年第 4 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 484,118 | $2,956 萬 | 18.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 53,273 | $2,801 萬 | 17.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,611 | $2,650 萬 | 16.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 169,546 | $1,949 萬 | 12.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 103,290 | $1,698 萬 | 10.5% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 343,589 | $1,322 萬 | 8.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,019 | $867.7 萬 | 5.4% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 68,174 | $750.3 萬 | 4.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 32,885 | $240.6 萬 | 1.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,670 | $154.3 萬 | 1.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 27,156 | $137.8 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 6,745 | $115.7 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,544 | $107.0 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 627 | $83.2 萬 | 0.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,068 | $63.9 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 599 | $54.1 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $41.2 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 675 | $32.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $29.8 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,814 | $27.4 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,503 | $22.9 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,298 | $22.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $21.4 萬 | 0.1% | – | – | – |