Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOULDER WEALTH ADVISORS LLC | 02-21-2023 | 12-31-2022 | 138 | 111,752,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | CORE S&P500 ETF | 1 | $16,823,000 | 43,785 | 15.05 | 43,785 | +Inf | 12-31-2022 | |
| SCHWAB STRATEGIC TR US BRD MKT ETF | US BRD MKT ETF | 2 | $13,727,000 | 306,330 | 12.28 | 306,330 | +Inf | 12-31-2022 | |
| VANGUARD HIGH DIV YLD ETF | HIGH DIV YLD ETF | 3 | $12,361,000 | 114,235 | 11.06 | 114,235 | +Inf | 12-31-2022 | |
| ISHARES TRUST ESG AWARE MSCI USA ETF | ESG AWARE MSCI USA ETF | 4 | $11,959,000 | 141,105 | 10.70 | 141,105 | +Inf | 12-31-2022 |
