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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Boulay Financial Advisors, LLC

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0002056342-25-000008

Total Value
$663.0M
Positions
4
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (4)

#IssuerTicker / CUSIPSharesValue% of Filing
1Schwab Strategic TR8085247718,529,264$209.3M31.57%
2VanEck ETF Trust92189F6432,078,351$194.9M29.40%
3Ishares TR464289438586,277$144.5M21.80%
4Strategic Trust48817R8703,377,504$114.3M17.24%