Boulay Financial Advisors, LLC: 13F holdings
CIK 20563422026Q2
| Positions | 6 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 6 (+1 vs prior quarter) |
|---|
| Reported value | $1.1bn (+24.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FNDX Schwab Strategic TR | 9,744,092 | $303.0m | 28.1% |
| MOAT VanEck ETF Trust | 2,287,619 | $237.8m | 22.0% |
| IWY Ishares TR | 617,030 | $179.3m | 16.6% |
| EWU Schwab Strategic TR | 2,647,681 | $139.7m | 12.9% |
| XCEM Columbia ETF TR II | 2,228,872 | $117.9m | 10.9% |
| FNDA Schwab Strategic TR | 2,689,045 | $102.3m | 9.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056342")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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