Boulay Financial Advisors as of March 31, 2025
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 2 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 53.2 | $159M | 1.8M | 88.00 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 46.8 | $140M | 6.3M | 22.33 |
