Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位。
- 持股檔數
- 28
- 2025 年第 2 季沒有申報
- 總值
- $2.15 億
- 2025 年第 2 季沒有申報
Boulder Wealth Advisors, LLC 沒有申報 2025 年第 2 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 | 69,022 | $4,620 萬 | 21.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,572,741 | $4,044 萬 | 18.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 61,117 | $2,863 萬 | 13.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 145,520 | $2,830 萬 | 13.2% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 460,109 | $2,080 萬 | 9.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 185,556 | $936.5 萬 | 4.4% | – | – | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 156,194 | $819.6 萬 | 3.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 159,342 | $813.3 萬 | 3.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 34,143 | $497.1 萬 | 2.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 41,779 | $436.6 萬 | 2.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 6,831 | $225.4 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,299 | $216.1 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 40,709 | $206.6 萬 | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 6,131 | $156.1 萬 | 0.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 29,435 | $140.0 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,624 | $135.9 萬 | 0.6% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 15,184 | $77.9 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,746 | $69.9 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $52.4 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,726 | $37.9 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,417 | $34.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $34.4 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,391 | $33.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 544 | $33.3 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 523 | $31.4 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,673 | $28.8 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 630 | $28.0 萬 | 0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,270 | $26.4 萬 | 0.1% | – | – | 歷史 |