BOULDER WEALTH ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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SCHB | SCHWAB US BROAD MARKET ETF | 1,560,616 | +35,343 | +2.32% | $22.85 | 19.56% | 0.00% | 33,600,061 | 2025-03-31 | ||||||
IVV | ISHARES CORE S&P 500 ETF | 47,794 | +880 | +1.88% | $594.50 | 15.63% | 0.00% | 26,855,559 | 2025-03-31 | ||||||
QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 134,051 | +2,836 | +2.16% | $181.47 | 13.33% | 0.05% | 22,908,017 | 2025-03-31 | ||||||
IWF | ISHARES RUSSELL 1000 GROWTH ETF | 60,603 | -411 | -0.67% | $340.82 | 12.74% | 0.02% | 21,883,286 | 2025-03-31 | ||||||
PRF | INVESCO FTSE RAFI US 1000 ETF | 534,386 | +65,202 | +13.90% | $41.27 | 12.57% | 0.29% | 21,594,538 | 2025-03-31 | ||||||
ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETF | 210,213 | +77,229 | +58.07% | $50.54 | 6.20% | 0.19% | 10,657,799 | 2025-03-31 | ||||||
JCPB | JPMORGAN CORE PLUS BOND ETF | 191,512 | +6,809 | +3.69% | $46.85 | 5.24% | 0.15% | 9,008,724 | 2025-03-31 | ||||||
JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 163,246 | +52,349 | +47.21% | $50.80 | 4.83% | 0.23% | 8,301,059 | 2025-03-31 | ||||||
ESGU | ISHARES ESG AWARE MSCI USA ETF | 32,056 | -143,496 | -81.74% | $126.43 | 2.27% | 0.03% | 3,907,947 | 2025-03-31 | ||||||
SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 41,549 | +1,221 | +3.03% | $86.57 | 1.94% | 0.01% | 3,339,293 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 3,962 | +120 | +3.12% | $463.05 | 1.23% | 0.00% | 2,110,082 | 2025-03-31 | ||||||
AAPL | APPLE | 6,722 | +218 | +3.35% | $235.48 | 0.87% | 0.00% | 1,493,115 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 2,739 | +34 | +1.26% | $425.76 | 0.60% | 0.00% | 1,028,166 | 2025-03-31 | ||||||
AVGO | BROADCOM | 5,810 | +67 | +1.17% | $196.46 | 0.57% | 0.00% | 972,688 | 2025-03-31 | ||||||
NVDA | NVIDIA | 6,351 | +273 | +4.49% | $136.65 | 0.40% | 0.00% | 688,327 | 2025-03-31 | ||||||
XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 3,068 | 0 | 0.00% | $232.77 | 0.37% | 0.00% | 633,481 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 787 | 0 | 0.00% | $588.23 | 0.26% | 0.00% | 440,089 | 2025-03-31 | ||||||
META | META | 741 | +28 | +3.93% | $588.91 | 0.25% | 0.00% | 427,097 | 2025-03-31 | ||||||
MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 2,496 | 0 | 0.00% | $129.24 | 0.19% | 0.00% | 321,585 | 2025-03-31 | ||||||
AMZN | AMAZON | 1,559 | +26 | +1.70% | $204.81 | 0.17% | 0.00% | 296,615 | 2025-03-31 | ||||||
GOOG | ALPHABET | 1,843 | -154 | -7.71% | $149.64 | 0.17% | 0.00% | 287,869 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 1,471 | -1 | -0.07% | $148.62 | 0.13% | 0.00% | 227,475 | 2025-03-31 | ||||||
QQQ | INVESCO QQQ | 463 | +55 | +13.48% | $505.14 | 0.13% | 0.00% | 217,110 | 2025-03-31 | ||||||
VOO | VANGUARD 500 INDEX FUND | 409 | 0 | 0.00% | $542.48 | 0.12% | 0.00% | 210,189 | 2025-03-31 | ||||||
PANW | PALO ALTO NETWORKS | 1,204 | -26 | -2.11% | $182.36 | 0.12% | 0.00% | 205,451 | 2025-03-31 | ||||||
SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 3,123 | +3,123 | Open | $68.67 | 0.12% | 0.00% | 205,368 | 2025-03-31 | ||||||
TSLA | TESLA | 0 | -776 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 0 | -75,873 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 |