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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 $1,080,082,842
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 9,744,092 $303,041,255 28.06%
2.
Market Vectors Etf Trust
 GDX 2,287,619 $237,820,873 22.02%
3.
Ishares Tr
 617,030 $179,321,333 16.6%
4.
Schwab Strategic Trust
 SCHD 2,647,681 $139,691,635 12.93%
5.
Columbia Etf Tr Ii
 2,228,872 $117,862,706 10.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.