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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $373M AUM 108 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 56 Added 6 Reduced 2 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 523,396.0 $85.9M 23.00% +59K +12.7% $164.12 +3.0%
2 SCHG SCHWAB STRATEGIC TR 756,729.0 $26.0M 6.95% +127K +20.1% $34.31 +4.5%
3 BSVO EA SERIES TRUST 810,376.0 $23.3M 6.24% +39K +5.1% $28.74 +2.7%
4 VGIT VANGUARD SCOTTSDALE FDS 282,864.0 $16.6M 4.44% +59K +26.3% $58.61 -0.3%
5 IDEV ISHARES TR 167,276.0 $15.0M 4.00% +21K +14.1% $89.41 +4.3%
6 AVDV AMERICAN CENTY ETF TR 130,837.0 $13.6M 3.64% +13K +11.2% $103.78 +9.0%
7 SCHV SCHWAB STRATEGIC TR 388,248.0 $13.3M 3.57% +74K +23.5% $34.33 +1.3%
8 DFSD DIMENSIONAL ETF TRUST 274,581.0 $13.1M 3.51% +55K +24.9% $47.69 -0.7%
9 SCHD SCHWAB STRATEGIC TR 363,808.0 $11.8M 3.17% +32K +9.8% $32.54 +7.0%
10 DFEM DIMENSIONAL ETF TRUST 297,223.0 $11.6M 3.12% +27K +10.1% $39.18 +3.3%
11 CWI SPDR INDEX SHS FDS 265,560.0 $10.7M 2.85% +3K +1.1% $40.15 +3.5%
12 SCHF SCHWAB STRATEGIC TR 342,615.0 $9.4M 2.52% +143K +72.0% $27.48 +3.4%
13 VTIP VANGUARD MALVERN FDS 149,923.0 $7.4M 1.99% +24K +18.8% $49.64 +0.3%
14 AAPL APPLE INC Technology 20,403.0 $6.3M 1.70% +2K +11.8% $310.66 +1.3%
15 VIG VANGUARD SPECIALIZED FUNDS 20,981.0 $5.0M 1.34% +2K +10.9% $238.88 +1.8%
16 IWF ISHARES TR 37,180.0 $4.5M 1.21% +29K +346.4% $121.35 +2.1%
17 AVUV AMERICAN CENTY ETF TR 36,362.0 $4.5M 1.20% +6K +19.0% $123.15 +2.3%
18 DUHP DIMENSIONAL ETF TRUST 106,557.0 $4.4M 1.18% +9K +9.3% $41.50 +2.6%
19 SPYV SPDR SERIES TRUST 64,969.0 $4.0M 1.07% +5K +8.8% $61.80 +2.7%
20 UMBF UMB FINL CORP Financial Services 27,445.0 $4.0M 1.07% +2K +5.9% $146.00 -1.0%
Page 1 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 35.4%
Industrials 11.0%
Consumer Cyclical 7.8%
Consumer Defensive 4.7%
Communication Services 1.9%
Healthcare 1.0%
Utilities 0.8%