Loading…
CIK 0002056342 • 7 13F filings • May 9, 2025 – Aug 4, 2026
Import this data to Google Sheets with:
=jivedata("boulay-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Ishares TR | COM | $163.2M | 19.2%Prev: 22.0% | 589,152 SH | Increased+16,947 SH |
| Schwab Strategic TR | COM | $359.6M | 42.3%Prev: 32.4% | 11,587,565 SH | Increased+2,814,961 SH |
| Strategic Trust | COM | $106.9M | 12.6%Prev: 16.1% | 3,204,936 SH | Decreased-152,445 SH |
| VanEck ETF Trust | COM | $220.9M | 26.0%Prev: 29.5% | 2,132,699 SH | Increased+13,325 SH |
| 13F-HR |
| 0002056342-26-000003 |
| $1.08B |
| View |
| Oct 14, 2025 | Q2 2025 | 13F-HR/A | 0002056342-25-000008 | $663.0M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002056342-26-000002 | $871.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0002056342-25-000003 | $299.3M | View |