13F-HR filed by Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-12-03, with 23 holding rows worth $161,470,305.
- Accession
- 0001986152-24-000058
- Filer
- CIK 1874080
- Filed
- 2024-12-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 23 entries on the cover page, a total value of $161,470,305 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,470,305 with VALUE read as dollars as filed, 13F file number 028-23134. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 484,118 | $29,555,399 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 53,273 | $28,007,164 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 78,611 | $26,495,915 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 169,546 | $19,491,008 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 103,290 | $16,975,640 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 343,589 | $13,217,869 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 186,019 | $8,676,856 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 68,174 | $7,502,568 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 32,885 | $2,405,538 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,670 | $1,543,308 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 27,156 | $1,377,895 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,745 | $1,156,595 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,544 | $1,070,374 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 627 | $831,671 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,068 | $638,972 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 599 | $541,233 | dollars as filed | |
| SPY | 78462F103 | SHS | 787 | $411,515 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 675 | $327,767 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 2,496 | $298,297 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,814 | $273,787 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,503 | $228,847 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,298 | $228,175 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 445 | $213,912 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001986152-24-000058 | this filing | 2024-12-03 | acceptance time not in the bulk data set |