Friday Financial 13F 持仓 · 2026年Q3
Friday Financial 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 119 只证券,申报市值合计 5.06 亿美元。前几大持仓:ITOT(21.43%)、SCHG(8.03%)、BSVO(5.40%)。本季前 25 大持仓中:增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $108.4M | 21.43% | 650,357 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $40.6M | 8.03% | 1.1M | 增持 |
| 3 | BSVO | EA SERIES TRUST | $27.3M | 5.40% | 966,800 | 增持 |
| 4 | SCHV | SCHWAB STRATEGIC TR | $21.0M | 4.14% | 627,761 | 增持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $20.1M | 3.98% | 355,593 | 增持 |
| 6 | IDEV | ISHARES TR | $17.7M | 3.50% | 199,509 | 增持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $16.8M | 3.31% | 155,085 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $16.3M | 3.21% | 596,469 | 增持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $15.4M | 3.04% | 470,332 | 增持 |
| 10 | DFSD | DIMENSIONAL ETF TRUST | $14.8M | 2.93% | 318,461 | 增持 |
| 11 | CWI | SPDR INDEX SHS FDS | $14.8M | 2.92% | 368,299 | 增持 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $14.4M | 2.85% | 362,352 | 增持 |
| 13 | VXUS | VANGUARD STAR FDS | $11.0M | 2.17% | 129,934 | 增持 |
| 14 | VTIP | VANGUARD MALVERN FDS | $9.0M | 1.78% | 185,693 | 增持 |
| 15 | IWF | ISHARES TR | $8.9M | 1.77% | 71,042 | 增持 |
| 16 | AAPL | APPLE INC | $8.1M | 1.61% | 24,653 | 增持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $6.3M | 1.24% | 26,852 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $6.0M | 1.19% | 16,097 | 减持 |
| 19 | SPYV | SPDR SERIES TRUST | $5.6M | 1.11% | 91,983 | 增持 |
| 20 | AVUV | AMERICAN CENTY ETF TR | $5.6M | 1.10% | 46,854 | 增持 |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $4.9M | 0.97% | 146,327 | 增持 |
| 22 | HYMB | SPDR SERIES TRUST | $4.7M | 0.93% | 200,591 | 增持 |
| 23 | VYM | VANGUARD WHITEHALL FDS | $4.7M | 0.93% | 30,208 | 增持 |
| 24 | VBK | VANGUARD INDEX FDS | $3.7M | 0.74% | 10,927 | 增持 |
| 25 | IWP | ISHARES TR | $3.7M | 0.73% | 26,536 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR