BOULDER WEALTH ADVISORS LLC

Stock Holdings
Option Holdings
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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)
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SCHB
SCHWAB US BROAD MARKET ETF
1,560,616+35,343+2.32%
Created with Highcharts 10.1.0
$22.8519.56%0.00%33,600,0612025-03-31
IVV
ISHARES CORE S&P 500 ETF
47,794+880+1.88%
Created with Highcharts 10.1.0
$594.5015.63%0.00%26,855,5592025-03-31
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
134,051+2,836+2.16%
Created with Highcharts 10.1.0
$181.4713.33%0.05%22,908,0172025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
60,603-411-0.67%
Created with Highcharts 10.1.0
$340.8212.74%0.02%21,883,2862025-03-31
PRF
INVESCO FTSE RAFI US 1000 ETF
534,386+65,202+13.90%
Created with Highcharts 10.1.0
$41.2712.57%0.29%21,594,5382025-03-31
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
210,213+77,229+58.07%
Created with Highcharts 10.1.0
$50.546.20%0.19%10,657,7992025-03-31
JCPB
JPMORGAN CORE PLUS BOND ETF
191,512+6,809+3.69%
Created with Highcharts 10.1.0
$46.855.24%0.15%9,008,7242025-03-31
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
163,246+52,349+47.21%
Created with Highcharts 10.1.0
$50.804.83%0.23%8,301,0592025-03-31
ESGU
ISHARES ESG AWARE MSCI USA ETF
32,056-143,496-81.74%
Created with Highcharts 10.1.0
$126.432.27%0.03%3,907,9472025-03-31
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
41,549+1,221+3.03%
Created with Highcharts 10.1.0
$86.571.94%0.01%3,339,2932025-03-31
BRK.B
BERKSHIRE HATHAWAY
3,962+120+3.12%
Created with Highcharts 10.1.0
$463.051.23%0.00%2,110,0822025-03-31
AAPL
APPLE
6,722+218+3.35%
Created with Highcharts 10.1.0
$235.480.87%0.00%1,493,1152025-03-31
MSFT
MICROSOFT
2,739+34+1.26%
Created with Highcharts 10.1.0
$425.760.60%0.00%1,028,1662025-03-31
AVGO
BROADCOM
5,810+67+1.17%
Created with Highcharts 10.1.0
$196.460.57%0.00%972,6882025-03-31
NVDA
NVIDIA
6,351+273+4.49%
Created with Highcharts 10.1.0
$136.650.40%0.00%688,3272025-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
3,06800.00%
Created with Highcharts 10.1.0
$232.770.37%0.00%633,4812025-03-31
SPY
SPDR S&P 500 ETF
78700.00%
Created with Highcharts 10.1.0
$588.230.26%0.00%440,0892025-03-31
META
META
741+28+3.93%
Created with Highcharts 10.1.0
$588.910.25%0.00%427,0972025-03-31
MGV
VANGUARD MEGA CAP VALUE INDEX FUND
2,49600.00%
Created with Highcharts 10.1.0
$129.240.19%0.00%321,5852025-03-31
AMZN
AMAZON
1,559+26+1.70%
Created with Highcharts 10.1.0
$204.810.17%0.00%296,6152025-03-31
GOOG
ALPHABET
1,843-154-7.71%
Created with Highcharts 10.1.0
$149.640.17%0.00%287,8692025-03-31
GOOGL
ALPHABET
1,471-1-0.07%
Created with Highcharts 10.1.0
$148.620.13%0.00%227,4752025-03-31
QQQ
INVESCO QQQ
463+55+13.48%
Created with Highcharts 10.1.0
$505.140.13%0.00%217,1102025-03-31
VOO
VANGUARD 500 INDEX FUND
40900.00%
Created with Highcharts 10.1.0
$542.480.12%0.00%210,1892025-03-31
PANW
PALO ALTO NETWORKS
1,204-26-2.11%
Created with Highcharts 10.1.0
$182.360.12%0.00%205,4512025-03-31
SPLG
SPDR(R) PORTFOLIO S&P 500 ETF
3,123+3,123
Open
Created with Highcharts 10.1.0
$68.670.12%0.00%205,3682025-03-31
TSLA
TESLA
0-776
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
0-75,873
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31