Boulay Financial Advisors as of March 31, 2026
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 5 positions in its portfolio as reported in the March 2026 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) | 30.6 | $267M | 9.6M | 27.85 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 24.6 | $215M | 2.2M | 96.70 | |
| Ishares Tr rus200 grw idx (IWY) | 17.4 | $152M | 610k | 248.84 | |
| Sch Fnd Intl Lg Etf (FNDF) | 15.3 | $133M | 2.7M | 48.93 | |
| Columbia Etf Tr Ii Em Core Ex etf (XCEM) | 12.1 | $105M | 2.6M | 40.81 |
