StockDriftsStockDriftsTop 5 Boulay Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | Schwab Strategic TR | 30.58% | 9.57M | $266.5M | +4.84%(+441.61K) | $24.06(+27.11%) | 2026-03-31 | |
| MOAT | VanEck ETF Trust | 24.64% | 2.22M | $214.7M | +4.10%(+87.51K) | $90.97(+9.59%) | 2026-03-31 | |
| IWY | Ishares TR | 17.42% | 610.1K | $151.8M | +3.55%(+20.93K) | $230.98(+28.02%) | 2026-03-31 | |
| FNDF | Schwab Strategic TR | 15.3% | 2.73M | $133.3M | +10.72%(+263.89K) | $44.37(+20.86%) | 2026-03-31 | |
| XCEM | Columbia ETF TR II | 12.05% | 2.57M | $105.0M | new | $39.59(+26.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.20% | +73.65% |
| Top 20 Holdings Unweighted | +18.63% | +66.97% |
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