Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 38
- 較 2025 年第 3 季 +10
- 總值
- $2.37 億
- 較 2025 年第 3 季 +$2,151 萬 (+10.0%)
| 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 | 69,786 | $4,780 萬 | 20.2% | +764+1.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,586,333 | $4,161 萬 | 17.6% | +13,592+0.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 146,896 | $2,918 萬 | 12.3% | +1,376+0.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 60,756 | $2,876 萬 | 12.2% | −361−0.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 488,182 | $2,291 萬 | 9.7% | +28,073+6.1% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 345,208 | $945.2 萬 | 4.0% | +345,208 | 新進 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 153,365 | $774.5 萬 | 3.3% | −32,191−17.3% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 143,890 | $639.9 萬 | 2.7% | +143,890 | 新進 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 121,650 | $576.0 萬 | 2.4% | +92,215+313.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 35,227 | $524.8 萬 | 2.2% | +1,084+3.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 44,216 | $471.8 萬 | 2.0% | +2,437+5.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 82,199 | $418.7 萬 | 1.8% | −77,143−48.4% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 121,969 | $310.8 萬 | 1.3% | +121,969 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 7,075 | $244.9 萬 | 1.0% | +244+3.6% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 82,484 | $217.3 萬 | 0.9% | +82,484 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,290 | $215.6 萬 | 0.9% | −9−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,503 | $204.0 萬 | 0.9% | +1,372+22.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 36,246 | $189.7 萬 | 0.8% | −119,948−76.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 18,460 | $166.3 萬 | 0.7% | +18,460 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,698 | $130.5 萬 | 0.6% | +74+2.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,443 | $64.2 萬 | 0.3% | −303−8.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,933 | $60.5 萬 | 0.3% | +542+39.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,784 | $56.0 萬 | 0.2% | +367+25.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $53.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 10,361 | $52.9 萬 | 0.2% | −4,823−31.8% | 減碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 9,492 | $47.9 萬 | 0.2% | +9,492 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,672 | $38.6 萬 | 0.2% | −54−3.1% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 513 | $32.2 萬 | 0.1% | −31−5.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 513 | $31.5 萬 | 0.1% | −10−1.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,486 | $28.0 萬 | 0.1% | −187−5.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 423 | $27.9 萬 | 0.1% | +423 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 605 | $27.2 萬 | 0.1% | −25−4.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 774 | $24.9 萬 | 0.1% | +774 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 3,270 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 31 | $626 | <0.1% | +31 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 58 | $612 | <0.1% | +58 | 新進 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 100 | $46 | <0.1% | +100 | 新進 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 40,709 | $206.6 萬 | 1.0% | – |