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Home > Institutional Investor > Friday Financial > 13F Holdings

Instuitional Investor - Friday Financial

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 373,175 $54,352,939 22.76%
2.
Schwab Strategic Trust
 FNDF 577,286 $18,421,191 7.71%
3.
Ea Series Trust
 573,223 $12,984,246 5.44%
4.
Vanguard Scottsdale Funds
 183,777 $11,032,133 4.62%
5.
Ishares Tr - CORE MSCI INTL
 122,461 $9,817,698 4.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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