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 |
|---|---|---|---|---|---|
| Ishares Tr rus200 grw idx (IWY) | 29.4 | $210M | 586k | 357.40 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 27.3 | $195M | 2.1M | 93.79 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 27.3 | $195M | 8.5M | 22.84 | |
| Kelly Strategic Etf Trust (RUNN) | 16.0 | $114M | 3.4M | 33.84 |
