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Disclosed positions
Boulder Wealth Advisors, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHB
- Class
- US BRD MKT ETF
- Reported value
- $47,537,299
- Reported amount
- 1,641,481
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001986152-26-000115Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $47,537,299 | 1,641,481 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $39,878,866 | 53,251 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $33,919,935 | 154,582 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRF | RAFI US 1000 ETF | $30,540,295 | 565,247 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $27,617,104 | 222,414 | SH | None |
| BROADCOM INC | AVGO | COM | $26,076,221 | 69,030 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $10,380,199 | 377,874 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $9,706,316 | 91,302 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGSM | SHOR DUR MUN ETF | $8,346,156 | 316,322 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,026,690 | 18,989 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $6,617,215 | 130,633 | SH | None |
| APPLE INC | AAPL | COM | $4,426,998 | 15,299 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $4,146,088 | 34,844 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $2,393,060 | 27,231 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGHM | MUN HIGH ETF | $2,252,388 | 87,133 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $2,235,896 | 13,661 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,786,893 | 3,571 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $1,557,081 | 30,531 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,449,908 | 16,832 | SH | None |
| MICROSOFT CORP | MSFT | COM | $972,898 | 2,608 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $690,796 | 1,933 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $653,699 | 1,850 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $587,507 | 787 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $553,756 | 2,768 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $352,334 | 513 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $302,429 | 701 | SH | None |
| PIMCO ETF TR | SMMU | SHTRM MUN BD ACT | $293,557 | 5,813 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $279,438 | 854 | SH | None |
| AMAZON COM INC | AMZN | COM | $275,521 | 1,156 | SH | None |
| AST SPACEMOBILE INC | ASTS | COM CL A | $263,736 | 2,968 | SH | None |
| TESLA INC | TSLA | COM | $262,875 | 625 | SH | None |
| XCEL ENERGY INC | XEL | COM | $262,581 | 3,270 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $232,339 | 7,327 | SH | None |
| META PLATFORMS INC | META | CL A | $208,981 | 371 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $206,928 | 281 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.