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Home > Institutional Investor > Boulder Wealth Advisors, Llc > Profile

Instuitional Investor - Boulder Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Boulder Wealth Advisors, Llc
Portfolio Value $111,752
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,785 $16,823 15.05%
2.
Schwab Strategic Trust
 FNDF 306,330 $13,727 12.28%
3.
Vanguard Whitehall Funds
 114,235 $12,361 11.06%
4.
Ishares Trust Esg Aware Msci Usa Etf
 141,105 $11,959 10.7%
5.
Spdr Series Trust
 215,018 $10,895 9.74%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)