Boulder Wealth Advisors, LLC

The portfolio is overwhelmingly dominated by Exchange Traded Funds (ETFs), which account for $81.00 million or roughly 86.7% of total assets. This suggests a core-satellite approach where the firm utilizes ETFs for broad market exposure and factor-based investing, while allocating a smaller portion (~13.3%) to individual equities, primarily in the technology sector. The turnover this quarter was moderate to high, with significant reallocation occurring within fixed income and equity sleeves.

2. Key Holdings

The portfolio exhibits a "barbell" structure where the top three positions constitute a commanding majority of the assets.