Top 32 Boulder Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 16.21% | 1.62M | $40.6M | +1.97%(+31.22K) | $16.09(+79.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 13.64% | 52.3K | $34.2M | -25.03%(-17.46K) | $479.63(+56.04%) | 2026-03-31 | |
| QUAL | ISHARES TR | 11.54% | 150.7K | $28.9M | +2.58%(+3.79K) | $163.46(+33.63%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 10.44% | 550.3K | $26.2M | +12.73%(+62.16K) | $39.15(+38.60%) | 2026-03-31 | |
| IWF | ISHARES TR | 9.33% | 54.8K | $23.4M | -9.77%(-5.94K) | $300.06(-59.62%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 9.12% | 73.8K | $22.9M | +943.60%(+66.76K) | $305.97(+17.80%) | 2026-03-31 | |
| ICSH | ISHARES TR | 4.47% | 221.3K | $11.2M | new | $50.60(-0.32%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 3.94% | 189.3K | $9.9M | +422.20%(+153.03K) | $52.29(-0.57%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3.92% | 192.5K | $9.8M | +134.23%(+110.34K) | $50.88(+0.10%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.69% | 340.2K | $9.2M | -1.45%(-5.02K) | $27.34(+0.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.24% | +3.76% |
| Top 20 Holdings Unweighted | +2.06% | +6.31% |
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