Boulder Wealth Advisors, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Boulder, CO
Holdings as of
31 Mar 2024
Value $
$161,470,305
Num holdings
23
Filing time
03 Dec 2024, 11:02:42 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHB, IVV, IWF, ESGU, and QUAL.
Previous filing
Q4 2022 - 21 Feb 2023
Next filing
Q2 2024 - 03 Dec 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lindsay Marie Rider Compliance Consultant Thornton, Colorado 03 Dec 2024