Holdings of Boulay Financial Advisors, LLC
5 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 5 | 871.3M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Schwab Fundamental U.S. Large Company ETF | 9,567,867 | 266.5M $ | |
| VanEck Morningstar Wide Moat ETF | 2,220,212 | 214.7M $ | |
| iShares Russell Top 200 Growth | 610,081 | 151.8M $ | |
| Schwab Fundamental International Equity Etf | 2,725,199 | 133.3M $ | |
| Columbia EM Core ex-China ETF | 2,572,904 | 105M $ |