Boulay Financial Advisors, LLC
6 holdingsFiling period: 2026-06-30Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Strategic TR | 9.74M | $303.0M | $318.7M | 29.25% | +176.2K | 2026-06-30 |
| 2 | MOAT | VanEck ETF Trust | 2.29M | $237.8M | $257.1M | 23.59% | +67.4K | 2026-06-30 |
| 3 | IWY | Ishares TR | 617.0K | $179.3M | $170.8M | 15.67% | +6.9K | 2026-06-30 |
| 4 | FNDF | Schwab Strategic TR | 2.65M | $139.7M | $142.7M | 13.09% | -77,518 | 2026-06-30 |
| 5 | XCEM | Columbia ETF TR II | 2.23M | $117.9M | $103.6M | 9.51% | -344,032 | 2026-06-30 |
| 6 | FNDA | Schwab Strategic TR | 2.69M | $102.3M | $96.8M | 8.88% | -- | 2026-06-30 |
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