BOULAY FINANCIAL ADVISORS, LLC 13F Portfolio
BOULAY FINANCIAL ADVISORS, LLC runs BOULAY FINANCIAL ADVISORS, LLC and currently holds 6 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.08B. Their top holdings are FNDX, MOAT, IWY, FNDF, XCEM. The top five represent 90.5% of reported portfolio weight. BOULAY FINANCIAL ADVISORS, LLC ranks #841 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOULAY FINANCIAL ADVISORS, LLC initiated 1 new position. They added to 3 existing positions. They trimmed 2 positions. Their current best-performing preview position is XCEM with returns of +29.58%.
Portfolio Value
$1.08B
Alpha Score
24.7
#841 of 1000
Holdings
6
BOULAY FINANCIAL ADVISORS, LLC Current 13F Holdings
Reported holdings from BOULAY FINANCIAL ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
6 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FNDX Schwab Strategic TR | 28.06% | $24.35 | $32.15 | +32.03% | Added +1.84% |
 MOAT VanEck ETF Trust | 22.02% | $89.77 | $108.75 | +21.14% | Added +3.04% |
 IWY Ishares TR | 16.60% | $247.92 | $300.67 | +21.28% | Added +1.14% |
 FNDF Schwab Strategic TR | 12.93% | $45.57 | $53.60 | +17.62% | Trimmed -2.84% |
 XCEM Columbia ETF TR II | 10.91% | $40.81 | $51.45 | +26.07% | Trimmed -13.37% |
 FNDA Schwab Strategic TR | 9.48% | $38.06 | $35.62 | -6.42% | New Buy |