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Home > Institutional Investor > Boulay Financial Advisors, Llc > Profile

Instuitional Investor - Boulay Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Boulay Financial Advisors, Llc
Portfolio Value $713,833,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 586,277 $209,535,234 29.35%
2.
Schwab Strategic Trust
 FNDF 8,538,518 $195,004,751 27.32%
3.
Vaneck Etf Trust
 2,079,163 $195,004,751 27.32%
4.
Strategic Trust
 3,377,504 $114,288,995 16.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)