Boulay Financial Advisors, LLC - Portfolio overview

Boulay Financial Advisors, LLC has 6 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. FNDX - Schwab Strategic TR, 27.04%
2. MOAT - VanEck ETF Trust, 21.78%
3. IWY - Ishares TR, 15.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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