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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $284M AUM 90 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 1 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 444,684.0 $66.1M 23.31% NEW $148.69 +10.4%
2 SCHG SCHWAB STRATEGIC TR 625,730.0 $20.4M 7.20% NEW $32.62 +6.0%
3 BSVO EA SERIES TRUST 712,163.0 $16.6M 5.85% NEW $23.30 +20.0%
4 VGIT VANGUARD SCOTTSDALE FDS 221,641.0 $13.3M 4.68% NEW $59.93 -1.7%
5 IDEV ISHARES TR 145,204.0 $12.0M 4.22% NEW $82.48 +9.9%
6 AVDV AMERICAN CENTY ETF TR 115,225.0 $10.8M 3.82% NEW $93.97 +17.5%
7 DFSD DIMENSIONAL ETF TRUST 199,978.0 $9.6M 3.38% NEW $47.95 -0.3%
8 CWI SPDR INDEX SHS FDS 259,875.0 $9.3M 3.29% NEW $35.92 +13.7%
9 SCHV SCHWAB STRATEGIC TR 310,266.0 $9.2M 3.24% NEW $29.61 +13.5%
10 DFEM DIMENSIONAL ETF TRUST 277,011.0 $9.2M 3.23% NEW $33.08 +24.6%
11 SCHD SCHWAB STRATEGIC TR 325,574.0 $8.9M 3.15% NEW $27.43 +19.1%
12 VTIP VANGUARD MALVERN FDS 122,018.0 $6.0M 2.13% NEW $49.46 +1.7%
13 VTI VANGUARD INDEX FDS 16,547.0 $5.5M 1.96% NEW $335.27 +10.2%
14 AAPL APPLE INC Technology 18,241.0 $5.0M 1.75% NEW $271.86 +13.4%
15 SCHF SCHWAB STRATEGIC TR 190,382.0 $4.6M 1.61% NEW $24.04 +15.6%
16 VIG VANGUARD SPECIALIZED FUNDS 18,332.0 $4.0M 1.42% NEW $219.78 +6.1%
17 IWF ISHARES TR 7,513.0 $3.6M 1.25% NEW $473.30 -73.5%
18 DUHP DIMENSIONAL ETF TRUST 90,213.0 $3.4M 1.21% NEW $38.03 +7.7%
19 VXUS VANGUARD STAR FDS 44,846.0 $3.4M 1.19% NEW $75.44 +14.1%
20 SPYV SPDR SERIES TRUST 56,350.0 $3.2M 1.13% NEW $56.81 +7.5%
Page 1 of 5  ·  90 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 36.7%
Financial Services 32.3%
Industrials 12.4%
Consumer Cyclical 11.4%
Communication Services 3.8%
Consumer Defensive 3.4%