$112 Thousand is the total value of Boulder Wealth Advisors, LLC's 138 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 1 | Q4 2022 | 15.1% |
| SCHWAB STRATEGIC TR US BRD MKT ETF | 1 | Q4 2022 | 12.3% |
| VANGUARD HIGH DIV YLD ETF | 1 | Q4 2022 | 11.1% |
| ISHARES TRUST ESG AWARE MSCI USA ETF | 1 | Q4 2022 | 10.7% |
| SPDR SERIES TRUST PRTFLO S&P500 GW ETF | 1 | Q4 2022 | 9.8% |
| PIMCO ETF TRUST ENHNCD LW DUR AC ETF | 1 | Q4 2022 | 8.9% |
| ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF | 1 | Q4 2022 | 7.4% |
| SCHWAB STRATEGIC TR US DIVIDEND EQ ETF | 1 | Q4 2022 | 6.4% |
| ISHARES TRUST BLACKROCK ULTRA SHT TRM BD | 1 | Q4 2022 | 5.1% |
| ISHARES TRUST RUS 1000 GRW ETF | 1 | Q4 2022 | 4.4% |
View Boulder Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-21 |
View Boulder Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.