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CIK: 0002048792
Total reported value
$373.4M
$373.4M
65 檔
18.4%
During the Q4 2024 filing period, Friday Financial (CIK: 0002048792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $373.4M across 65 reported positions.
During Q4 2024, Friday Financial's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 23.63% | +0.20% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.33% | +0.63% | — | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.44% | -0.50% | — | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.59% | -0.16% | — | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-Other | 4.29% | -0.45% | — | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.08% | +0.27% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.73% | -0.33% | — | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.69% | -0.12% | — | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.48% | -0.22% | — | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.11% | -0.41% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.82% | -0.10% | — | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.46% | -0.18% | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.10% | -0.06% | — | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.91% | +0.82% | — | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.83% | -0.08% | — | |
| 16 | HTLFEUR | Heartland Financial USA Inc | Stock-Other | 1.64% | — | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | -0.01% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.02% | -0.16% | — | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.01% | -0.05% | — | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.91% | +0.04% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.10% | — | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.86% | +0.08% | — | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.84% | -0.10% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.84% | +0.01% | — | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.81% | -0.01% | — | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.79% | -0.14% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.07% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.21% | — | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.62% | -0.03% | — | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.60% | -0.07% | — | |
| 31 | FMB | First Trust Managed Municipa | ETF-Other | 0.58% | -0.06% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.06% | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.07% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.09% | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | — | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.47% | -0.01% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | -0.03% | — | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.42% | -0.15% | — | |
| 39 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.39% | +0.08% | — | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.36% | -0.03% | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.55% | — | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.35% | — | — | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.30% | -0.02% | — | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.29% | — | — | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.29% | -0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.04% | — | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.28% | -0.04% | — | |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.26% | +0.17% | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.24% | +0.02% | — | |
| 50 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.23% | -0.03% | — |
According to official SEC Form 13F filings, Friday Financial reported a total U.S. public equity portfolio value of $373.4M across 65 disclosed positions in Q4 2024.
During Q4 2024, Friday Financial's top holdings by market value included ITOT (23.6%)、SCHG (9.3%)、BSVO (5.4%). The largest single position, ITOT, represented 23.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SCHG, BSVO) accounted for 18.4% of total reported equity market value during Q4 2024.
In Q4 2024, Friday Financial made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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