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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $290M AUM 93 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 37 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFEM DIMENSIONAL ETF TRUST 270,082.0 $9.3M 3.21% -7K -2.5% $34.55 +19.2%
2 VWO VANGUARD INTL EQUITY INDEX F 29,114.0 $1.6M 0.54% -214.0 -0.7% $54.05 +11.4%
3 IEMG ISHARES INC 21,064.0 $1.5M 0.51% -574.0 -2.6% $69.75 +19.7%
4 SLYG SPDR SERIES TRUST 12,394.0 $1.2M 0.41% -85.0 -0.7% $96.62 +13.9%
5 SPTM SPDR SERIES TRUST 14,089.0 $1.1M 0.38% -108.0 -0.8% $79.06 +14.9%
6 DFNM DIMENSIONAL ETF TRUST 13,806.0 $662K 0.23% -1K -9.1% $47.93 +0.2%
7 IWO ISHARES TR 1,978.0 $621K 0.21% -244.0 -11.0% $313.84 +20.9%
8 DFSV DIMENSIONAL ETF TRUST 16,027.0 $562K 0.19% -7K -29.8% $35.04 +7.8%
9 MUB ISHARES TR 5,156.0 $547K 0.19% -564.0 -9.9% $106.15 +0.5%
10 MDYV SPDR SERIES TRUST 6,047.0 $515K 0.18% -149.0 -2.4% $85.15 +7.4%
11 DGRW WISDOMTREE TR 4,900.0 $430K 0.15% -400.0 -7.5% $87.84 +9.5%
12 IWN ISHARES TR 2,192.0 $416K 0.14% -251.0 -10.3% $189.59 +13.0%
13 CSCO CISCO SYS INC Technology 3,240.0 $251K 0.09% -50.0 -1.5% $77.59 +51.6%

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 35.4%
Financial Services 30.3%
Industrials 15.9%
Consumer Cyclical 9.9%
Consumer Defensive 3.9%
Communication Services 3.5%
Energy 1.1%