account_balance
Investment manager · 13F filer · SEC CIK 2048792
Friday Financial
Reported value$506Mas of Sep 30, 2026
Positions119 15 new, 4 sold out
Top 10 weight59.0%ITOT alone is 21%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
21.4%Added +24%
SCHGSchwab Strategic Tr
8.0%Added +49%
BSVOEa Series Trust
5.4%Added +19%
SCHVSchwab Strategic Tr
4.1%Added +62%
VGITVanguard Scottsdale FDS
4.0%Added +26%
IDEViShares Tr
3.5%Added +19%
AVDVAmerican Centy ETF Tr
3.3%Added +19%
SCHFSchwab Strategic Tr
3.2%Added +74%
SCHDSchwab Strategic Tr
3.0%Added +29%
DFSDDimensional ETF Trust
2.9%Added +16%
CWISPDR Index SHS FDS
2.9%Added +39%
DFEMDimensional ETF Trust
2.8%
ITOTiShares Tr
21.4%Added +24%
SCHGSchwab Strategic Tr
8.0%
BSVOEa Series Trust
5.4%
SCHVSchwab Strategic Tr
4.1%
VGITVanguard Scottsdale FDS
4.0%
IDEV3.5%
AVDV3.3%
SCHF3.2%
SCHD
DFSD2.9%
CWI2.9%
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
ITOT iShares Tr 21.4% Added +24%
SCHG Schwab Strategic Tr 8.0% Added +49%
BSVO Ea Series Trust 5.4% Added +19%
SCHV Schwab Strategic Tr 4.1% Added +62%
VGIT Vanguard Scottsdale FDS 4.0% Added +26%
IDEV iShares Tr 3.5% Added +19%
AVDV American Centy ETF Tr 3.3% Added +19%
SCHF Schwab Strategic Tr 3.2% Added +74%
SCHD Schwab Strategic Tr 3.0% Added +29%
DFSD Dimensional ETF Trust 2.9% Added +16%
CWI SPDR Index SHS FDS 2.9% Added +39%
DFEM Dimensional ETF Trust 2.8% Added +22%
What changed
Biggest moves since Jun 30, 2026
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