Boulay Financial Advisors, LLC
5 holdingsFiling period: 2026-03-31Current AUM: $981.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Strategic TR | 9.57M | $266.5M | $303.7M | 30.94% | +441.6K | 2026-03-31 |
| 2 | MOAT | VanEck ETF Trust | 2.22M | $214.7M | $240.0M | 24.45% | +87.5K | 2026-03-31 |
| 3 | IWY | Ishares TR | 610.1K | $151.8M | $168.6M | 17.18% | +20.9K | 2026-03-31 |
| 4 | FNDF | Schwab Strategic TR | 2.73M | $133.3M | $147.2M | 15.00% | +263.9K | 2026-03-31 |
| 5 | XCEM | Columbia ETF TR II | 2.57M | $105.0M | $121.9M | 12.42% | -- | 2026-03-31 |
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