The Analysis of Friday Financial's Holdings
Currently, Friday Financial holds 91 types of securities in its portfolio with a total value $238.8M. In the most recent quarter, they have increased their positions in ITOT (+47.3K shares, valued at $6.9M), SCHF (+114.5K shares, valued at $2.7M), SCHG (+74.5K shares, valued at $2.4M); decreased their positions in CAT (-405 shares, valued at $193.2K), JMUB (-2.4K shares, valued at $118.8K), FMB (-1.5K shares, valued at $74.0K); initiated new positions in SCHZ (+21.3K shares, valued at $498.8K), JPIB (+8.8K shares, valued at $430.0K), IDOG (+11.4K shares, valued at $407.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR373.2K shares14.53%2025-09-302025-10-07
SCHG SCHWAB STRATEGIC TR577.3K shares14.83%2025-09-302025-10-07 BSVO EA SERIES TRUST573.2K shares14.73%2025-09-302025-10-07 VGIT VANGUARD SCOTTSDALE FDS183.8K shares12.05%2025-09-302025-10-07 IDEV ISHARES TR122.5K shares13.28%2025-09-302025-10-07 AVDV AMERICAN CENTY ETF TR95.8K shares10.87%2025-09-302025-10-07 CWI SPDR INDEX SHS FDS237.8K shares0.00%2025-09-302025-10-07 SCHV SCHWAB STRATEGIC TR276.3K shares20.69%2025-09-302025-10-07 DFSD DIMENSIONAL ETF TRUST163.2K shares11.64%2025-09-302025-10-07 DFEM DIMENSIONAL ETF TRUST235.1K shares10.49%2025-09-302025-10-07 SCHD SCHWAB STRATEGIC TR274.3K shares34.80%2025-09-302025-10-07 SCHF SCHWAB STRATEGIC TR262.7K shares77.28%2025-09-302025-10-07 VTI VANGUARD INDEX FDS16.5K shares0.91%2025-09-302025-10-07 VTIP VANGUARD MALVERN FDS101.4K shares9.61%2025-09-302025-10-07 AAPL APPLE INC18.2K shares-0.33%2025-09-302025-10-07 VIG VANGUARD SPECIALIZED FUNDS16.7K shares4.61%2025-09-302025-10-07 UMBF UMB FINL CORP25.6K shares2.63%2025-09-302025-10-07 SPYV SPDR SERIES TRUST52.7K shares1.58%2025-09-302025-10-07 AVUV AMERICAN CENTY ETF TR29.2K shares33.07%2025-09-302025-10-07 DUHP DIMENSIONAL ETF TRUST66.5K shares6.26%2025-09-302025-10-07 IWF ISHARES TR4.8K shares0.38%2025-09-302025-10-07 VXUS VANGUARD STAR FDS27.2K shares7.90%2025-09-302025-10-07 DIHP DIMENSIONAL ETF TRUST61.7K shares1.76%2025-09-302025-10-07 HYMB SPDR SERIES TRUST72.7K shares81.02%2025-09-302025-10-07 IWP ISHARES TR12.4K shares29.15%2025-09-302025-10-07 TSLA TESLA INC3.8K shares2.66%2025-09-302025-10-07 IEMG ISHARES INC25.6K shares36.60%2025-09-302025-10-07 SLYG SPDR SERIES TRUST15.3K shares23.39%2025-09-302025-10-07 IVW ISHARES TR11.7K shares0.00%2025-09-302025-10-07 VWO VANGUARD INTL EQUITY INDEX F22.5K shares-0.06%2025-09-302025-10-07 SPTM SPDR SERIES TRUST14.2K shares0.00%2025-09-302025-10-07 VOE VANGUARD INDEX FDS6.5K shares5.17%2025-09-302025-10-07 IBIT ISHARES BITCOIN TRUST ETF17.4K shares9.17%2025-09-302025-10-07 HYD VANECK ETF TRUST17.8K shares0.00%2025-09-302025-10-07 VBK VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-10-07 VBR VANGUARD INDEX FDS4.1K shares0.99%2025-09-302025-10-07 NVDA NVIDIA CORPORATION4.6K shares8.34%2025-09-302025-10-07 EEM ISHARES TR14.7K shares0.57%2025-09-302025-10-07 DISV DIMENSIONAL ETF TRUST22.0K shares0.00%2025-09-302025-10-07 AVEM AMERICAN CENTY ETF TR10.1K shares11.41%2025-09-302025-10-07 FMB FIRST TR EXCH TRADED FD III14.9K shares-8.94%2025-09-302025-10-07 VOT VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-10-07 PWR QUANTA SVCS INC1.8K shares-0.66%2025-09-302025-10-07 DFNM DIMENSIONAL ETF TRUST14.7K shares7.09%2025-09-302025-10-07 DFSV DIMENSIONAL ETF TRUST21.5K shares3.42%2025-09-302025-10-07 WMT WALMART INC6.5K shares2.92%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.2.1K shares-1.01%2025-09-302025-10-07 IWS ISHARES TR4.5K shares27.08%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-2.43%2025-09-302025-10-07 QQQ INVESCO QQQ TR990 shares-1.20%2025-09-302025-10-07 IWO ISHARES TR1.8K shares61.97%2025-09-302025-10-07 VYMI VANGUARD WHITEHALL FDS6.0K shares0.60%2025-09-302025-10-07 SCHZ SCHWAB STRATEGIC TR21.3K sharesnew addition2025-09-302025-10-07 VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2025-09-302025-10-07 MDYV SPDR SERIES TRUST5.7K shares25.14%2025-09-302025-10-07 DGRW WISDOMTREE TR5.3K shares0.00%2025-09-302025-10-07 IQLT ISHARES TR10.6K shares0.00%2025-09-302025-10-07 JMUB J P MORGAN EXCHANGE TRADED F9.2K shares-20.39%2025-09-302025-10-07 DON WISDOMTREE TR8.8K shares26.01%2025-09-302025-10-07 DE DEERE & CO980 shares13.95%2025-09-302025-10-07 VLUE ISHARES TR3.6K shares0.00%2025-09-302025-10-07 IJK ISHARES TR4.6K shares0.00%2025-09-302025-10-07 AVGO BROADCOM INC1.3K shares0.00%2025-09-302025-10-07 JPIB J P MORGAN EXCHANGE TRADED F8.8K sharesnew addition2025-09-302025-10-07 CAT CATERPILLAR INC898 shares-31.08%2025-09-302025-10-07 MSFT MICROSOFT CORP827 shares-1.78%2025-09-302025-10-07 IWN ISHARES TR2.4K shares5.03%2025-09-302025-10-07 AMZN AMAZON COM INC1.9K shares10.42%2025-09-302025-10-07 MSTR STRATEGY INC1.3K shares0.00%2025-09-302025-10-07 IDOG ALPS ETF TR11.4K sharesnew addition2025-09-302025-10-07 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2025-09-302025-10-07 GOOG ALPHABET INC1.6K shares11.07%2025-09-302025-10-07 MUB ISHARES TR3.3K shares0.00%2025-09-302025-10-07 SLYV SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-10-07 SPTL SPDR SERIES TRUST12.7K sharesnew addition2025-09-302025-10-07 MMIT NEW YORK LIFE INVTS ACTIVE E14.1K shares0.00%2025-09-302025-10-07 IVE ISHARES TR1.6K shares0.00%2025-09-302025-10-07 DIS DISNEY WALT CO2.7K shares0.15%2025-09-302025-10-07 MUNI PIMCO ETF TR5.5K shares0.00%2025-09-302025-10-07 ORCL ORACLE CORP1.0K shares0.00%2025-09-302025-10-07 JCPB J P MORGAN EXCHANGE TRADED F6.0K sharesnew addition2025-09-302025-10-07 AAAU GOLDMAN SACHS PHYSICAL GOLD7.4K shares0.00%2025-09-302025-10-07 DHS WISDOMTREE TR2.8K shares0.00%2025-09-302025-10-07 XLP SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-10-07 SDY SPDR SERIES TRUST1.9K shares0.00%2025-09-302025-10-07 BIV VANGUARD BD INDEX FDS3.1K shares0.00%2025-09-302025-10-07 IJJ ISHARES TR1.7K shares0.00%2025-09-302025-10-07 JEPI J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2025-09-302025-10-07 EFV ISHARES TR3.0K sharesnew addition2025-09-302025-10-07 CSCO CISCO SYS INC3.0K shares0.00%2025-09-302025-10-07 CMBM CAMBIUM NETWORKS CORP53.2K shares0.00%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available