Friday Financial 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF Friday Financial | Institutional Filer | ▲ 2.31% | $290.2M | 93 |
Current Portfolio Holdings
Showing all 93 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 465K | $66.2M | 22.80% |
| 2 | BSVO | EA SERIES TRUST | — | 771K | $19.6M | 6.74% |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 630K | $18.4M | 6.32% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | — | 224K | $13.3M | 4.60% |
| 5 | IDEV | ISHARES TR | — | 147K | $12.3M | 4.22% |
| 6 | AVDV | AMERICAN CENTY ETF TR | — | 118K | $11.8M | 4.05% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | — | 220K | $10.5M | 3.63% |
| 8 | SCHD | SCHWAB STRATEGIC TR | — | 331K | $10.2M | 3.50% |
| 9 | CWI | SPDR INDEX SHS FDS | — | 263K | $9.6M | 3.31% |
| 10 | SCHV | SCHWAB STRATEGIC TR | — | 314K | $9.6M | 3.30% |
| 11 | DFEM | DIMENSIONAL ETF TRUST | — | 270K | $9.3M | 3.22% |
| 12 | VTIP | VANGUARD MALVERN FDS | — | 126K | $6.3M | 2.17% |
| 13 | VTI | VANGUARD INDEX FDS | — | 17K | $5.3M | 1.83% |
| 14 | SCHF | SCHWAB STRATEGIC TR | — | 199K | $4.9M | 1.70% |
| 15 | AAPL | Apple Inc. | Technology | 18K | $4.6M | 1.60% |
Showing 1 to 15 of 93 holdings