Boulay Financial Advisors as of June 30, 2025
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 4 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 31.6 | $209M | 8.5M | 24.54 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 29.4 | $195M | 2.1M | 93.79 | |
| Ishares Tr rus200 grw idx (IWY) | 21.8 | $145M | 586k | 246.51 | |
| Kelly Strategic Etf Trust (RUNN) | 17.2 | $114M | 3.4M | 33.84 |
