The Analysis of Friday Financial's Holdings
Currently, Friday Financial holds 90 types of securities in its portfolio with a total value $283.6M. In the most recent quarter, they have increased their positions in ITOT (+71.5K shares, valued at $10.6M), BSVO (+138.9K shares, valued at $3.2M), VGIT (+37.9K shares, valued at $2.3M); decreased their positions in SCHF (-72.3K shares, valued at $1.7M), SLYG (-2.8K shares, valued at $264.0K), IEMG (-3.9K shares, valued at $263.8K); initiated new positions in DFAE (+16.0K shares, valued at $519.9K), VGT (+689 shares, valued at $519.4K), VIGI (+3.8K shares, valued at $343.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR444.7K shares19.16%2025-12-312026-01-09
SCHG SCHWAB STRATEGIC TR625.7K shares8.39%2025-12-312026-01-09 BSVO EA SERIES TRUST712.2K shares24.24%2025-12-312026-01-09 VGIT VANGUARD SCOTTSDALE FDS221.6K shares20.60%2025-12-312026-01-09 IDEV ISHARES TR145.2K shares18.57%2025-12-312026-01-09 AVDV AMERICAN CENTY ETF TR115.2K shares20.28%2025-12-312026-01-09 DFSD DIMENSIONAL ETF TRUST200.0K shares22.51%2025-12-312026-01-09 CWI SPDR INDEX SHS FDS259.9K shares9.30%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR310.3K shares12.29%2025-12-312026-01-09 DFEM DIMENSIONAL ETF TRUST277.0K shares17.81%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR325.6K shares18.69%2025-12-312026-01-09 VTIP VANGUARD MALVERN FDS122.0K shares20.29%2025-12-312026-01-09 VTI VANGUARD INDEX FDS16.5K shares0.49%2025-12-312026-01-09 AAPL APPLE INC18.2K shares-0.01%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR190.4K shares-27.53%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS18.3K shares9.88%2025-12-312026-01-09 IWF ISHARES TR7.5K shares57.47%2025-12-312026-01-09 DUHP DIMENSIONAL ETF TRUST90.2K shares35.63%2025-12-312026-01-09 VXUS VANGUARD STAR FDS44.8K shares65.01%2025-12-312026-01-09 SPYV SPDR SERIES TRUST56.4K shares7.01%2025-12-312026-01-09 DIHP DIMENSIONAL ETF TRUST100.6K shares63.17%2025-12-312026-01-09 AVUV AMERICAN CENTY ETF TR30.1K shares2.88%2025-12-312026-01-09 UMBF UMB FINL CORP25.9K shares1.33%2025-12-312026-01-09 IBIT ISHARES BITCOIN TRUST ETF46.0K shares165.03%2025-12-312026-01-09 HYMB SPDR SERIES TRUST86.3K shares18.77%2025-12-312026-01-09 TSLA TESLA INC4.5K shares16.73%2025-12-312026-01-09 FMB FIRST TR EXCH TRADED FD III31.4K shares111.30%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F29.3K shares30.20%2025-12-312026-01-09 IWP ISHARES TR11.3K shares-9.14%2025-12-312026-01-09 IEMG ISHARES INC21.6K shares-15.35%2025-12-312026-01-09 IVW ISHARES TR11.7K shares0.00%2025-12-312026-01-09 VBR VANGUARD INDEX FDS6.5K shares59.44%2025-12-312026-01-09 DE DEERE & CO2.9K shares200.00%2025-12-312026-01-09 VBK VANGUARD INDEX FDS4.3K shares46.95%2025-12-312026-01-09 HYD VANECK ETF TRUST24.9K shares39.95%2025-12-312026-01-09 VOE VANGUARD INDEX FDS6.7K shares2.18%2025-12-312026-01-09 SLYG SPDR SERIES TRUST12.5K shares-18.34%2025-12-312026-01-09 SPTM SPDR SERIES TRUST14.2K shares0.01%2025-12-312026-01-09 VOT VANGUARD INDEX FDS4.2K shares62.60%2025-12-312026-01-09 JMUB J P MORGAN EXCHANGE TRADED F19.5K shares111.71%2025-12-312026-01-09 AVEM AMERICAN CENTY ETF TR12.3K shares21.54%2025-12-312026-01-09 IWS ISHARES TR6.7K shares47.59%2025-12-312026-01-09 NVDA NVIDIA CORPORATION4.7K shares3.46%2025-12-312026-01-09 DISV DIMENSIONAL ETF TRUST22.1K shares0.23%2025-12-312026-01-09 EEM ISHARES TR14.7K shares0.00%2025-12-312026-01-09 PWR QUANTA SVCS INC1.8K shares0.00%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.2.4K shares14.85%2025-12-312026-01-09 DFSV DIMENSIONAL ETF TRUST22.8K shares6.33%2025-12-312026-01-09 DON WISDOMTREE TR14.3K shares62.59%2025-12-312026-01-09 DFNM DIMENSIONAL ETF TRUST15.2K shares3.27%2025-12-312026-01-09 WMT WALMART INC6.5K shares0.00%2025-12-312026-01-09 IWO ISHARES TR2.2K shares25.40%2025-12-312026-01-09 BROADCOM INC BROADCOM INC1.9K shares42.02%2025-12-312026-01-09 MUB ISHARES TR5.7K shares73.28%2025-12-312026-01-09 EFV ISHARES TR7.7K shares154.69%2025-12-312026-01-09 VYMI VANGUARD WHITEHALL FDS6.1K shares0.78%2025-12-312026-01-09 MUNI PIMCO ETF TR10.3K shares86.67%2025-12-312026-01-09 MDYV SPDR SERIES TRUST6.2K shares8.61%2025-12-312026-01-09 DFAE DIMENSIONAL ETF TRUST16.0K sharesnew addition2025-12-312026-01-09 VGT VANGUARD WORLD FD689 sharesnew addition2025-12-312026-01-09 CAT CATERPILLAR INC898 shares0.00%2025-12-312026-01-09 ALPHABET INC ALPHABET INC1.6K shares1.81%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS1.7K shares22.64%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2025-12-312026-01-09 VLUE ISHARES TR3.6K shares0.00%2025-12-312026-01-09 IQLT ISHARES TR10.6K shares0.00%2025-12-312026-01-09 DGRW WISDOMTREE TR5.3K shares0.00%2025-12-312026-01-09 IJK ISHARES TR4.6K shares0.00%2025-12-312026-01-09 IWN ISHARES TR2.4K shares2.56%2025-12-312026-01-09 IDOG ALPS ETF TR11.4K shares0.00%2025-12-312026-01-09 SLYV SPDR SERIES TRUST4.8K shares25.11%2025-12-312026-01-09 AMZN AMAZON COM INC1.9K shares-2.10%2025-12-312026-01-09 MSFT MICROSOFT CORP839 shares1.45%2025-12-312026-01-09 VIGI VANGUARD WHITEHALL FDS3.8K sharesnew addition2025-12-312026-01-09 MMIT NEW YORK LIFE INVTS ACTIVE E14.1K shares0.00%2025-12-312026-01-09 IVE ISHARES TR1.6K shares0.00%2025-12-312026-01-09 DIS DISNEY WALT CO2.7K shares0.00%2025-12-312026-01-09 AAAU GOLDMAN SACHS PHYSICAL GOLD6.7K shares-9.68%2025-12-312026-01-09 DFAU DIMENSIONAL ETF TRUST6.0K sharesnew addition2025-12-312026-01-09 DHS WISDOMTREE TR2.8K shares0.00%2025-12-312026-01-09 SDY SPDR SERIES TRUST1.9K shares0.00%2025-12-312026-01-09 CSCO CISCO SYS INC3.3K shares11.30%2025-12-312026-01-09 BIV VANGUARD BD INDEX FDS3.1K shares0.00%2025-12-312026-01-09 IJJ ISHARES TR1.7K shares0.00%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2025-12-312026-01-09 XLP SELECT SECTOR SPDR TR2.6K shares-22.06%2025-12-312026-01-09 ORCL ORACLE CORP1.0K shares2.26%2025-12-312026-01-09 CMBM CAMBIUM NETWORKS CORP53.2K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available