Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/12/3 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 24
- 較 2024 年第 1 季 +1
- 總值
- $1.71 億
- 較 2024 年第 1 季 +$994.1 萬 (+6.2%)
| 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 | 496,442 | $3,121 萬 | 18.2% | +12,324+2.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 54,474 | $2,981 萬 | 17.4% | +1,201+2.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 79,924 | $2,913 萬 | 17.0% | +1,313+1.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 172,642 | $2,060 萬 | 12.0% | +3,096+1.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 105,697 | $1,805 萬 | 10.5% | +2,407+2.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 352,906 | $1,339 萬 | 7.8% | +9,317+2.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,376 | $863.5 萬 | 5.0% | +357+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 70,452 | $683.6 萬 | 4.0% | +2,278+3.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 35,221 | $282.2 萬 | 1.6% | +2,336+7.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 41,254 | $209.3 萬 | 1.2% | +14,098+51.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,670 | $149.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 6,599 | $139.0 萬 | 0.8% | −146−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,544 | $113.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 602 | $96.6 萬 | 0.6% | −25−4.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,370 | $78.7 萬 | 0.5% | +380+6.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,068 | $69.4 萬 | 0.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $42.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 698 | $35.2 萬 | 0.2% | +23+3.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,820 | $33.4 萬 | 0.2% | +317+21.1% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $29.6 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,472 | $26.8 萬 | 0.2% | −342−18.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,212 | $24.0 萬 | 0.1% | −86−6.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,150 | $22.2 萬 | 0.1% | +1,150 | 新進 | 歷史 |