Boulay Financial Advisors as of Sept. 30, 2025
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 4 positions in its portfolio as reported in the September 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) | 32.4 | $231M | 8.8M | 26.30 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 29.5 | $210M | 2.1M | 99.11 | |
| Ishares Tr rus200 grw idx (IWY) | 22.0 | $157M | 572k | 273.65 | |
| Kelly Strategic Etf Trust (RUNN) | 16.1 | $115M | 3.4M | 34.27 |
