Boulder Wealth Advisors, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$194.0B
Holdings
27
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 1,525,273 | $34.6B | 17.84% | |
| 2 | IVVISHARES TR | 46,914 | $27.6B | 14.23% | |
| 3 | IWFISHARES TR | 61,014 | $24.5B | 12.63% | |
| 4 | QUALISHARES TR | 131,215 | $23.4B | 12.04% | |
| 5 | ESGUISHARES TR | 175,552 | $22.6B | 11.66% | |
| 6 | PRFINVESCO EXCHANGE TRADED FD T | 469,184 | $18.9B | 9.75% | |
| 7 | JCPBJ P MORGAN EXCHANGE TRADED F | 184,703 | $8.5B | 4.39% | |
| 8 | XMHQINVESCO EXCHANGE TRADED FD T | 75,873 | $7.5B | 3.85% | |
| 9 | ICSHISHARES TR | 132,984 | $6.7B | 3.46% | |
| 10 | JMSTJ P MORGAN EXCHANGE TRADED F | 110,897 | $5.6B | 2.90% | |
| 11 | SPYGSPDR SER TR | 40,328 | $3.5B | 1.83% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,842 | $1.7B | 0.90% | |
| 13 | AAPLAPPLE INC | 6,504 | $1.6B | 0.84% | |
| 14 | AVGOBROADCOM INC | 5,743 | $1.3B | 0.69% | |
| 15 | MSFTMICROSOFT CORP | 2,705 | $1.1B | 0.59% | |
| 16 | NVDANVIDIA CORPORATION | 6,078 | $816.2M | 0.42% | |
| 17 | XLKSELECT SECTOR SPDR TR | 3,068 | $713.4M | 0.37% | |
| 18 | SPYSPDR S&P 500 ETF TR | 787 | $461.1M | 0.24% | |
| 19 | METAMETA PLATFORMS INC | 713 | $417.5M | 0.22% | |
| 20 | GOOGALPHABET INC | 1,997 | $380.3M | 0.20% | |
| 21 | AMZNAMAZON COM INC | 1,533 | $336.3M | 0.17% | |
| 22 | TSLATESLA INC | 776 | $313.4M | 0.16% | |
| 23 | MGVVANGUARD WORLD FD | 2,496 | $311.8M | 0.16% | |
| 24 | GOOGLALPHABET INC | 1,472 | $278.6M | 0.14% | |
| 25 | PANWPALO ALTO NETWORKS INC | 1,230 | $223.8M | 0.12% | |
| 26 | VOOVANGUARD INDEX FDS | 409 | $220.4M | 0.11% | |
| 27 | NDQINVESCO QQQ TR | 408 | $208.6M | 0.11% |