The Analysis of Boulay Financial Advisors, LLC's Holdings


Currently, Boulay Financial Advisors, LLC holds 5 types of securities in its portfolio with a total value $850.5M. In the most recent quarter, they have increased their positions in FNDF (+2.5M shares, valued at $111.3M), FNDX (+353.7K shares, valued at $9.6M), IWY (+16.9K shares, valued at $4.7M); decreased their positions in RUNN (-152.4K shares, valued at $5.1M); initiated new positions in FNDF (+2.5M shares, valued at $111.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FNDX Schwab Strategic TR9.1M shares4.03%2025-12-312026-02-12history
MOAT VanEck ETF Trust2.1M shares0.63%2025-12-312026-02-12history
IWY Ishares TR589.2K shares2.96%2025-12-312026-02-12history
FNDF Schwab Strategic TR2.5M sharesnew addition2025-12-312026-02-12history
RUNN Strategic Trust3.2M shares-4.54%2025-12-312026-02-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available