Boulder Wealth Advisors, LLC
data from 30/09/2025
Capitalization
$ 215.084 M
100.00 %
Performance
$ 9.220 M
6.06 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVV | ISHARES TR | 21.48% | 46.197 M $ | 69022 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SCHB | SCHWAB STRATEGIC TR | 18.80% | 40.435 M $ | 1572741 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWF | ISHARES TR | 13.31% | 28.628 M $ | 61117 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | QUAL | ISHARES TR | 13.16% | 28.304 M $ | 145520 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PRF | INVESCO EXCHANGE TRADED FD T | 9.67% | 20.802 M $ | 460109 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JMUB | J P MORGAN EXCHANGE TRADED F | 4.35% | 9.365 M $ | 185556 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JPLD | J P MORGAN EXCHANGE TRADED F | 3.81% | 8.196 M $ | 156194 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JMST | J P MORGAN EXCHANGE TRADED F | 3.78% | 8.133 M $ | 159342 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ESGU | ISHARES TR | 2.31% | 4.971 M $ | 34143 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 2.03% | 4.366 M $ | 41779 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVGO | BROADCOM INC | 1.05% | 2.254 M $ | 6831 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.00% | 2.161 M $ | 4299 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ICSH | ISHARES TR | 0.96% | 2.066 M $ | 40709 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AAPL | APPLE INC | 0.73% | 1.561 M $ | 6131 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JCPB | J P MORGAN EXCHANGE TRADED F | 0.65% | 1.400 M $ | 29435 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.63% | 1.359 M $ | 2624 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NEAR | ISHARES U S ETF TR | 0.36% | 778.636 K $ | 15184 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.33% | 698.950 K $ | 3746 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.24% | 524.104 K $ | 787 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.18% | 378.978 K $ | 1726 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.16% | 345.075 K $ | 1417 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MGV | VANGUARD WORLD FD | 0.16% | 343.799 K $ | 2496 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.16% | 338.152 K $ | 1391 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.15% | 333.193 K $ | 544 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.15% | 313.994 K $ | 523 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPLG | SPDR SERIES TRUST | 0.13% | 287.743 K $ | 3673 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSLA | TESLA INC | 0.13% | 280.174 K $ | 630 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XEL | XCEL ENERGY INC | 0.12% | 263.726 K $ | 3270 | 2025/09/30 | 0.000 $ | 0.00 % |