Friday-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "CMBM",
  null,
  "MUB",
  "IVW",
  "IWS",
  null,
  "PWR",
  "MSFT",
  null,
  "VGIT",
  "EEM",
  "IWF",
  "IEMG",
  "IJK",
  "AAPL",
  null,
  "NVDA",
  "MSTR",
  null,
  "IBM",
  "VOE",
  "UMBF",
  null,
  "VWO",
  null,
  "VIG",
  null,
  "IWN",
  "SDY",
  "IWP",
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VYMI",
  "VXUS",
  "VBK",
  "VBR",
  "VOT",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  null,
  null,
  "SPYV",
  null,
  "BRK-B",
  "DE",
  null,
  "IJJ",
  "QQQ",
  "DIS",
  "GOOG",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 71
Total Value: 167128401
Accession Number: 0002048792-25-000002
Form Type: 13F-HR
CIK: friday-financial
Manager Name: Friday-Financial

Data Enrichment

62% identified

44 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $167.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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025072877

Shares:19.9K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$167.1M)

464287614

IWF|464287614

Shares:4.8K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$167.1M)

921909768

VXUS|921909768

Shares:25.2K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$167.1M)

78464A284

Shares:48.4K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$167.1M)

464287481

IWP|464287481

Shares:9.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$167.1M)

78464A201

Shares:13.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$167.1M)

Tesla, Inc.

TSLA|88160R101

Shares:3.7K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$167.1M)

922042858

VWO|922042858

Shares:21.9K

Value:$995.9K

% of Portfolio:0.6% ($995.9K/$167.1M)

92189H409

Shares:17.8K

Value:$908.6K

% of Portfolio:0.5% ($908.6K/$167.1M)

922908512

VOE|922908512

Shares:5.4K

Value:$869.0K

% of Portfolio:0.5% ($869.0K/$167.1M)

46434G103

IEMG|46434G103

Shares:15.6K

Value:$849.2K

% of Portfolio:0.5% ($849.2K/$167.1M)

33739N108

Shares:16.6K

Value:$838.8K

% of Portfolio:0.5% ($838.8K/$167.1M)

922908611

VBR|922908611

Shares:4.0K

Value:$767.7K

% of Portfolio:0.5% ($767.7K/$167.1M)

922908595

VBK|922908595

Shares:2.9K

Value:$745.6K

% of Portfolio:0.4% ($745.6K/$167.1M)

46438F101

Shares:14.4K

Value:$711.0K

% of Portfolio:0.4% ($711.0K/$167.1M)

25434V849

Shares:14.2K

Value:$674.8K

% of Portfolio:0.4% ($674.8K/$167.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$647.4K

% of Portfolio:0.4% ($647.4K/$167.1M)

464287234

EEM|464287234

Shares:14.6K

Value:$643.0K

% of Portfolio:0.4% ($643.0K/$167.1M)

464287309

IVW|464287309

Shares:6.7K

Value:$632.1K

% of Portfolio:0.4% ($632.1K/$167.1M)

46641Q647

Shares:11.2K

Value:$557.9K

% of Portfolio:0.3% ($557.9K/$167.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072877)✕	19.9K	QoQ +45.45% (+6.2K) YoY-	All Managers (Combined)	$1.8M	1.1% ($1.8M/$167.1M)	QoQ +33.92% (+$447.1K) YoY-
(IWFcusip464287614)	4.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7M	1.0% ($1.7M/$167.1M)	QoQ -8.64% (-$165.0K) YoY-
(VXUScusip921909768)	25.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$167.1M)	QoQ +5.95% (+$88.4K) YoY-
(cusip78464A284)✕	48.4K	QoQ +8.62% (+3.8K) YoY-	All Managers (Combined)	$1.2M	0.7% ($1.2M/$167.1M)	QoQ +7.43% (+$84.7K) YoY-
(IWPcusip464287481)	9.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.2M	0.7% ($1.2M/$167.1M)	QoQ -4.87% (-$59.5K) YoY-
(cusip78464A201)✕	13.6K	QoQ -1.51% (-209) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$167.1M)	QoQ -7.90% (-$98.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.7K	QoQ +116.81% (+2.0K) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$167.1M)	QoQ +51.80% (+$353.4K) YoY-
(VWOcusip922042858)	21.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$995.9K	0.6% ($995.9K/$167.1M)	QoQ +3.20% (+$30.9K) YoY-
(cusip92189H409)✕	17.8K	QoQ -21.58% (-4.9K) YoY-	All Managers (Combined)	$908.6K	0.5% ($908.6K/$167.1M)	QoQ -22.82% (-$268.8K) YoY-
(VOEcusip922908512)	5.4K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$869.0K	0.5% ($869.0K/$167.1M)	QoQ +0.11% (-$965) YoY-
(IEMGcusip46434G103)	15.6K	QoQ +0.17% (+27) YoY-	All Managers (Combined)	$849.2K	0.5% ($849.2K/$167.1M)	QoQ +4.10% (+$33.5K) YoY-
(cusip33739N108)✕	16.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$838.8K	0.5% ($838.8K/$167.1M)	QoQ -1.01% (-$8.6K) YoY-
(VBRcusip922908611)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$767.7K	0.5% ($767.7K/$167.1M)	QoQ -4.30% (-$34.5K) YoY-
(VBKcusip922908595)	2.9K	QoQ -9.71% (-312) YoY-	All Managers (Combined)	$745.6K	0.4% ($745.6K/$167.1M)	QoQ -17.08% (-$153.7K) YoY-
(cusip46438F101)✕	14.4K	QoQ +26.23% (+3.0K) YoY-	All Managers (Combined)	$711.0K	0.4% ($711.0K/$167.1M)	QoQ +17.56% (+$106.2K) YoY-
(cusip25434V849)✕	14.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$674.8K	0.4% ($674.8K/$167.1M)	QoQ -0.23% (-$1.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ +36.19% (+320) YoY-	All Managers (Combined)	$647.4K	0.4% ($647.4K/$167.1M)	QoQ +61.57% (+$246.7K) YoY-
(EEMcusip464287234)	14.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$643.0K	0.4% ($643.0K/$167.1M)	QoQ +4.97% (+$30.5K) YoY-
(IVWcusip464287309)	6.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$632.1K	0.4% ($632.1K/$167.1M)	QoQ -7.11% (-$48.4K) YoY-
(cusip46641Q647)✕	11.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$557.9K	0.3% ($557.9K/$167.1M)	QoQ -0.43% (-$2.5K) YoY-