FRIDAY FINANCIAL 13F Portfolio
FRIDAY FINANCIAL runs FRIDAY FINANCIAL and currently holds 108 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $505.80M. Their top holdings are ITOT, SCHG, VGIT, SCHV, IDEV. The top five represent 42.0% of reported portfolio weight. FRIDAY FINANCIAL ranks #894 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FRIDAY FINANCIAL initiated 5 new positions. They added to 81 existing positions. They trimmed 3 positions. Their current best-performing preview position is PLTR with returns of +52.38%.
Portfolio Value
$505.80M
Alpha Score
21.6
#894 of 1000
Holdings
108
FRIDAY FINANCIAL Current 13F Holdings
Reported holdings from FRIDAY FINANCIAL's latest SEC 13F filing, ranked by portfolio weight.
108 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES TR | 21.43% | $142.84 | $169.61 | +18.74% | Added +24.26% |
 SCHG SCHWAB STRATEGIC TR | 8.03% | $31.64 | $36.73 | +16.09% | Added +49.18% |
 SCHV SCHWAB STRATEGIC TR | 4.14% | $30.31 | $33.94 | +11.96% | Added +61.69% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.98% | $58.43 | $56.70 | -2.96% | Added +25.71% |
 IDEV ISHARES TR | 3.50% | $75.39 | $89.20 | +18.31% | Added +19.27% |
 AVDV AMERICAN CENTY ETF TR | 3.31% | $81.39 | $108.42 | +33.21% | Added +18.53% |
 SCHF SCHWAB STRATEGIC TR | 3.21% | $25.29 | $27.27 | +7.83% | Added +74.09% |
 SCHD SCHWAB STRATEGIC TR | 3.04% | $28.87 | $33.03 | +14.39% | Added +29.28% |
 CWI SPDR INDEX SHS FDS | 2.92% | $32.25 | $40.27 | +24.87% | Added +38.69% |
 DFEM DIMENSIONAL ETF TRUST | 2.85% | $30.96 | $40.01 | +29.23% | Added +21.91% |
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