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Home > Institutional Investor > Friday Financial > Profile

Instuitional Investor - Friday Financial

Fund Profile
Filing Period:
Fund Name: Friday Financial
Portfolio Value $373,445,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 523,396 $85,899,734 23%
2.
Schwab Strategic Trust
 SCHD 756,729 $25,963,365 6.95%
3.
Ea Series Trust - BRID OMN SMA ETF
 810,376 $23,290,220 6.24%
4.
Vanguard Scottsdale Funds
 VCIT 282,864 $16,578,672 4.44%
5.
Ishares Tr - CORE MSCI INTL
 167,276 $14,956,179 4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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