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Investment manager · 13F filer · SEC CIK 1921009
Fairway Financial, LLC
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Reported value$160Mas of Sep 30, 2026
Positions26 4 new, 1 sold out
Top 10 weight70.4%VTI alone is 19%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
18.9%Added +41%
SCHGSchwab Strategic Tr
7.1%Trimmed −8%
AVDEAmerican Centy ETF Tr
6.4%New
UCONFirst Tr Exchng Traded Fd Vi
6.2%Added +171%
DGROiShares Tr
6.0%Trimmed −21%
SCHDSchwab Strategic Tr
5.3%Trimmed −31%
BONDPimco ETF Tr
5.2%Added +180%
SCHZSchwab Strategic Tr
5.2%Added +35%
LMBSFirst Tr Exchange-Traded Fd
5.2%Added +17%
RDVYFirst Tr Exchange Traded Fd
4.9%Trimmed −24%
FTSMFirst Tr Exchange-Traded Fd
4.7%Added +19%
FTSLFirst Tr Exchange-Traded Fd
4.5%Added +19%
VTIVanguard Index FDS
18.9%Added +41%
SCHGSchwab Strategic Tr
7.1%
AVDEAmerican Centy ETF Tr
6.4%New
UCONFirst Tr Exchng Traded Fd Vi
6.2%+171%
DGROiShares Tr
6.0%−21%
SCHDSchwab Strategic Tr
5.3%
BONDPimco ETF Tr
5.2%
SCHZSchwab Strategic Tr
5.2%
LMBSFirst Tr Exchange-Traded Fd
5.2%
RDVY4.9%
FTSM4.7%
FTSL4.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 18.9% Added +41%
SCHG Schwab Strategic Tr 7.1% Trimmed −8%
AVDE American Centy ETF Tr 6.4% New
UCON First Tr Exchng Traded Fd Vi 6.2% Added +171%
DGRO iShares Tr 6.0% Trimmed −21%
SCHD Schwab Strategic Tr 5.3% Trimmed −31%
BOND Pimco ETF Tr 5.2% Added +180%
SCHZ Schwab Strategic Tr 5.2% Added +35%
LMBS First Tr Exchange-Traded Fd 5.2% Added +17%
RDVY First Tr Exchange Traded Fd 4.9% Trimmed −24%
FTSM First Tr Exchange-Traded Fd 4.7% Added +19%
FTSL First Tr Exchange-Traded Fd 4.5% Added +19%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- AVDE $10.3M
- AVUV $6.24M
- AVEM $5.47M
- AVDV $3.8M
arrow_upwardAdded
- BOND +180%
- UCON +171%
- SDVY +81%
- VTI +41%
arrow_downwardTrimmed
- JEPI −80%
- VBR −75%
- VGT −74%
- SCHE −73%
remove_circleSold out
- ESGD $253K
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