Fund HoldingsBoulay Financial Advisors, LLC

Total Portfolio Value
$871.32M
Total Bought
$162.72M
Total Sold
$106.85M
Net Transaction
+$55.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Columbia ETF TR II
EM CORE EX ETF
02,572,904+2,572,9040105,00012.05%+105,000
Schwab Strategic TR2,461,3052,725,199+263,894111,276133,34415.30%+22,068
Schwab Strategic TR9,126,2609,567,867+441,607248,326266,46530.58%+18,140
VanEck ETF Trust
MRNGSTR WDE MOAT
2,132,6992,220,212+87,513220,862214,69524.64%-6,168
Ishares TR589,152610,081+20,929163,160151,81317.42%-11,347
Strategic Trust
RUNNING GWTH ETF
3,204,9360-3,204,936106,8530-106,853
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