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Home > Institutional Investor > Boulay Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Boulay Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 8,772,604 $230,719,499 32.39%
2.
Market Vectors Etf Trust
 SMH 2,119,374 $210,051,242 29.48%
3.
Ishares Tr
 572,205 $156,584,008 21.98%
4.
Strategic Trust
 3,357,381 $115,053,421 16.15%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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