Friday Financial

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
95
Quarter
2025 Q4
Top Holding
ITOT (23.3%)
Top 10 Concentration
62.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 95
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 23.31% 22.76% #1
Prev: #1
10.0 71,509 19.2%
P
S
444,684 $66,120,029
$131.92 +12.8%
$148.36 +0.3%
2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 7.20% 7.71% #2
Prev: #2
4.9 48,444 8.4%
P
S
625,730 $20,411,304
$28.57 +13.8%
$32.62 -0.4%
2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSVO
EA SERIES TRUST
Unknown 5.85% 5.44% #3
Prev: #3
4.4 138,940 24.2%
P
S
712,163 $16,593,409
$21.49 +8.9%
$23.30 +0.4%
2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 4.68% 4.62% #4
Prev: #4
3.9 37,864 20.6%
P
S
221,641 $13,282,931 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES TR
Bond/Debt 4.22% 4.11% #5
Prev: #5
3.7 22,743 18.6%
P
S
145,204 $11,976,405 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 3.82% 3.57% #6
Prev: #6
3.6 19,428 20.3%
P
S
115,225 $10,827,652 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSD
DIMENSIONAL ETF...
ETF 3.38% 3.29% #7 2
Prev: #9
3.4 36,746 22.5%
P
S
199,978 $9,588,957 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWI
SPDR INDEX SHS ...
Unknown 3.29% 3.48% #8 1
Prev: #7
3.3 22,117 9.3%
P
S
259,875 $9,334,710 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 3.24% 3.37% #9 1
Prev: #8
3.3 33,949 12.3%
P
S
310,266 $9,186,969 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 3.23% 3.16% #10
Prev: #10
3.3 41,879 17.8%
P
S
277,011 $9,163,512 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 3.15% 3.14% #11
Prev: #11
3.3 51,278 18.7%
P
S
325,574 $8,930,495 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 2.13% 2.15% #12 2
Prev: #14
2.9 20,584 20.3%
P
S
122,018 $6,034,987 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 1.96% 2.26% #13
Prev: #13
2.8 80 0.5%
P
S
16,547 $5,547,713 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.75% 1.95% #14 1
Prev: #15
0.7 -2 -0.0%
P
S
18,241 $4,958,949 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 1.61% 2.56% #15 3
Prev: #12
0.7 -72,318 -27.5%
P
S
190,382 $4,576,783 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.42% 1.51% #16
Prev: #16
2.6 1,649 9.9%
P
S
18,332 $4,029,007 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.25% 0.94% #17 4
Prev: #21
2.7 2,742 57.5%
P
S
7,513 $3,555,903 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 1.21% 1.05% #18 2
Prev: #20
2.6 23,699 35.6%
P
S
90,213 $3,430,782 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 1.19% 0.84% #19 3
Prev: #22
2.7 17,669 65.0%
P
S
44,846 $3,383,192 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 1.13% 1.22% #20 2
Prev: #18
2.5 3,692 7.0%
P
S
56,350 $3,201,244 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIHP
DIMENSIONAL ETF...
Bond/Debt 1.12% 0.78% #21 2
Prev: #23
2.6 38,957 63.2%
P
S
100,630 $3,186,462 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
AMERICAN CENTY ...
ETF 1.08% 1.22% #22 3
Prev: #19
2.4 841 2.9%
P
S
30,064 $3,065,927 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UMBF
UMB FINL CORP
Financial Services 1.05% 1.27% #23 6
Prev: #17
2.4 341 1.3%
P
S
25,900 $2,979,543 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIT
ISHARES BITCOIN...
Bond/Debt 0.81% 0.47% #24 9
Prev: #33
2.6 28,652 165.0%
P
S
46,014 $2,284,595 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYMB
SPDR SERIES TRU...
ETF 0.76% 0.76% #25 1
Prev: #24
2.4 13,642 18.8%
P
S
86,336 $2,153,220 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 0.00% 0.21%
Sold All 😨
(Was: #53)
0.3 -21,251 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIB
J P MORGAN EXCH...
Bond/Debt 0.00% 0.18%
Sold All 😨
(Was: #64)
0.3 -8,771 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.17%
Sold All 😨
(Was: #69)
0.3 -1,290 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTL
SPDR SERIES TRU...
ETF 0.00% 0.14%
Sold All 😨
(Was: #75)
0.3 -12,710 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JCPB
J P MORGAN EXCH...
ETF 0.00% 0.12%
Sold All 😨
(Was: #81)
0.3 -5,952 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 95 holdings

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