Boulay Financial Advisors as of June 30, 2026
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 6 positions in its portfolio as reported in the June 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) | 28.1 | $303M | 9.7M | 31.10 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 22.0 | $238M | 2.3M | 103.96 | |
| Ishares Tr rus200 grw idx (IWY) | 16.6 | $179M | 617k | 290.62 | |
| Sch Fnd Intl Lg Etf (FNDF) | 12.9 | $140M | 2.6M | 52.76 | |
| Columbia Etf Tr Ii Em Core Ex etf (XCEM) | 10.9 | $118M | 2.2M | 52.88 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 9.5 | $102M | 2.7M | 38.06 |
