Boulder Wealth Advisors, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title: Lindsay Marie Rider - Compliance Consultant
Location: Boulder, CO
Holdings as of: March 31, 2024
Value $: $161M
Num holdings: 23
Date filed: 12/3/2024, 11:02 AM
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 - Feb 21, 2023
Next filing: Q2 2024 - Dec 3, 2024
SEC: View on sec.gov

Sym	Weight	Company	Class	Value $	* Price $	Shares
SCHB	18.3%	Schwab Strategic Tr	US BRD MKT ETF	$29.6M	61.05	484K
IVV	17.3%	Ishares Tr	CORE S&P500 ETF	$28M	525.73	53.3K
IWF	16.4%	Ishares Tr	RUS 1000 GRW ETF	$26.5M	337.05	78.6K
ESGU	12.1%	Ishares Tr	ESG AWR MSCI USA	$19.5M	114.96	170K
QUAL	10.5%	Ishares Tr	MSCI USA QLT FCT	$17M	164.35	103K
PRF	8.19%	Invesco Exchange Traded Fd T	FTSE RAFI 1000	$13.2M	38.47	344K
JCPB	5.37%	J P Morgan Exchange Traded F	CORE PLUS BD ETF	$8.68M	46.64	186K
XMHQ	4.65%	Invesco Exchange Traded Fd T	S&P MDCP QUALITY	$7.5M	110.05	68.2K
SPYG	1.49%	Spdr Ser Tr	PRTFLO S&P500 GW	$2.41M	73.15	32.9K
BRKB	0.96%	Berkshire Hathaway Inc Del	CL B NEW	$1.54M	420.52	3.67K
JMST	0.85%	J P Morgan Exchange Traded F	ULTRA SHT MUNCPL	$1.38M	50.74	27.2K
AAPL	0.72%	Apple Inc	COM	$1.16M	171.47	6.75K
MSFT	0.66%	Microsoft Corp	COM	$1.07M	420.74	2.54K
AVGO	0.52%	Broadcom Inc	COM	$832K	1,326.43	627
XLK	0.4%	Select Sector Spdr Tr	TECHNOLOGY	$639K	208.27	3.07K
NVDA	0.34%	Nvidia Corporation	COM	$541K	903.56	599
SPY	0.25%	Spdr S&P 500 Etf Tr	TR UNIT	$412K	522.89	787
META	0.2%	Meta Platforms Inc	CL A	$328K	485.58	675
MGV	0.18%	Vanguard World Fd	MEGA CAP VAL ETF	$298K	119.51	2.5K
GOOGL	0.17%	Alphabet Inc	CAP STK CL A	$274K	150.93	1.81K
GOOG	0.14%	Alphabet Inc	CAP STK CL C	$229K	152.26	1.5K
TSLA	0.14%	Tesla Inc	COM	$228K	175.79	1.3K
VOO	0.13%	Vanguard Index Fds	S&P 500 ETF SHS	$214K	480.70	445

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* 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	12/3/2024