Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/12/3 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 27
- 較 2024 年第 2 季 +3
- 總值
- $1.84 億
- 較 2024 年第 2 季 +$1,260 萬 (+7.3%)
| 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 | 502,321 | $3,341 萬 | 18.2% | +5,879+1.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,409 | $2,677 萬 | 14.5% | −8,065−14.8% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 127,121 | $2,279 萬 | 12.4% | +21,424+20.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 174,341 | $2,200 萬 | 12.0% | +1,699+1.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 55,175 | $2,071 萬 | 11.3% | −24,749−31.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 365,805 | $1,486 萬 | 8.1% | +12,899+3.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,599 | $900.2 萬 | 4.9% | +223+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 74,931 | $768.6 萬 | 4.2% | +4,479+6.4% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 147,862 | $750.3 萬 | 4.1% | +147,862 | 新進 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 127,672 | $650.4 萬 | 3.5% | +86,418+209.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 37,952 | $314.8 萬 | 1.7% | +2,731+7.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,673 | $169.1 萬 | 0.9% | +3+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,685 | $155.8 萬 | 0.8% | +86+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,569 | $110.6 萬 | 0.6% | +25+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,830 | $100.6 萬 | 0.5% | −190−3.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,068 | $69.3 萬 | 0.4% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 5,605 | $68.1 萬 | 0.4% | −765−12.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 713 | $40.8 萬 | 0.2% | +15+2.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,030 | $33.9 萬 | 0.2% | +210+11.5% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,472 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,285 | $23.9 萬 | 0.1% | +135+11.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 885 | $23.2 萬 | 0.1% | −327−27.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 627 | $21.4 萬 | 0.1% | +627 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,581 | $20.1 萬 | 0.1% | +2,581 | 新進 | – |