Boulay Financial Advisors, LLC
6 holdingsFiling period: 2026-06-30Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Strategic TR | 9.74M | $303.0M | $315.6M | 28.73% | +176.2K | 2026-06-30 |
| 2 | MOAT | VanEck ETF Trust | 2.29M | $237.8M | $251.5M | 22.89% | +67.4K | 2026-06-30 |
| 3 | IWY | Ishares TR | 617.0K | $179.3M | $175.3M | 15.96% | +6.9K | 2026-06-30 |
| 4 | FNDF | Schwab Strategic TR | 2.65M | $139.7M | $146.4M | 13.33% | -77,518 | 2026-06-30 |
| 5 | XCEM | Columbia ETF TR II | 2.23M | $117.9M | $112.3M | 10.23% | -344,032 | 2026-06-30 |
| 6 | FNDA | Schwab Strategic TR | 2.69M | $102.3M | $97.2M | 8.85% | -- | 2026-06-30 |
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