13F HOLDINGS REPORT
Boulder Wealth Advisors, LLC
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001986152-24-000058
Total Value
$161.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 484,118 | $29.6M | 18.30% |
| 2 | ISHARES TR | 464287200 | 53,273 | $28.0M | 17.35% |
| 3 | ISHARES TR | 464287614 | 78,611 | $26.5M | 16.41% |
| 4 | ISHARES TR | 46435G425 | 169,546 | $19.5M | 12.07% |
| 5 | ISHARES TR | 46432F339 | 103,290 | $17.0M | 10.51% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 343,589 | $13.2M | 8.19% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 186,019 | $8.7M | 5.37% |
| 8 | INVESCO EXCHANGE TRADED FD T | IVZ | 68,174 | $7.5M | 4.65% |
| 9 | SPDR SER TR | 78464A409 | 32,885 | $2.4M | 1.49% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,670 | $1.5M | 0.96% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 27,156 | $1.4M | 0.85% |
| 12 | APPLE INC | AAPL | 6,745 | $1.2M | 0.72% |
| 13 | MICROSOFT CORP | MSFT | 2,544 | $1.1M | 0.66% |
| 14 | BROADCOM INC | AVGO | 627 | $831,671 | 0.52% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 3,068 | $638,972 | 0.40% |
| 16 | NVIDIA CORPORATION | NVDA | 599 | $541,233 | 0.34% |
| 17 | SPDR S&P 500 ETF TR | SPY | 787 | $411,515 | 0.25% |
| 18 | META PLATFORMS INC | META | 675 | $327,767 | 0.20% |
| 19 | VANGUARD WORLD FD | 921910840 | 2,496 | $298,297 | 0.18% |
| 20 | ALPHABET INC | GOOG | 1,814 | $273,787 | 0.17% |
| 21 | ALPHABET INC | GOOG | 1,503 | $228,847 | 0.14% |
| 22 | TESLA INC | TSLA | 1,298 | $228,175 | 0.14% |
| 23 | VANGUARD INDEX FDS | 922908363 | 445 | $213,912 | 0.13% |