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Home > Institutional Investor > Boulder Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Boulder Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,641,481 $47,537,299 17.33%
2.
Ishares Trust
 IEF 53,251 $39,878,866 14.54%
3.
Ishares Trust
 HYG 154,582 $33,919,935 12.37%
4.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 565,247 $30,540,295 11.13%
5.
Ishares Trust
 IEF 222,414 $27,617,104 10.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
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Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.