Boulay Financial Advisors, LLC — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

Boulay Financial Advisors, LLCholdings as filed

Filed 2025-05-09 · accession 0002056342-25-000003

$299.3M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
92189F643	MOAT	VanEck ETF Trust	$159.2M	53.2%	1,809,509	Common	NONE
808524771	FNDX	Schwab Strategic TR	$140.1M	46.8%	6,271,529	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.