Fund HoldingsFriedenthal Financial

Total Portfolio Value
$162.53M
Total Bought
$100.08M
Total Sold
$92.27M
Net Transaction
+$7.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR0141,934+141,934016,36510.07%+16,365
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
50,420141,443+91,0232,4366,8254.20%+4,388
ISHARES TR
BROAD USD HIGH
0119,355+119,35504,3672.69%+4,367
ISHARES TR0135,246+135,24604,3592.68%+4,359
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
086,250+86,25004,3512.68%+4,351
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
099,111+99,11103,6012.22%+3,601
ISHARES TR
0-5 YR TIPS ETF
035,100+35,10003,4902.15%+3,490
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
094,289+94,28902,9971.84%+2,997
ISHARES TR
0-5YR HI YL CP
062,760+62,76002,6701.64%+2,670
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
040,544+40,54402,2941.41%+2,294
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
021,534+21,53401,7341.07%+1,734
PIMCO ETF TR
0-5 HIGH YIELD
018,204+18,20401,7021.05%+1,702
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
044,848+44,84801,5780.97%+1,578
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
044,486+44,48601,4650.90%+1,465
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
030,269+30,26901,4440.89%+1,444
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
026,492+26,49201,3520.83%+1,352
ROBINHOOD MKTS INC(HOOD)046,147+46,14709290.57%+929
VISTRA CORP(VST)012,801+12,80108920.55%+892
VERTIV HOLDINGS CO(VRT)010,884+10,88408890.55%+889
CORE and MAIN INC(CNM)015,498+15,49808870.55%+887
NVIDIA CORPORATION(NVDA)01,170+1,17001,0570.65%+1,057
UNITED RENTALS INC(URI)01,190+1,19008580.53%+858
APPLOVIN CORP(APP)012,331+12,33108540.53%+854
INGERSOLL RAND INC(IR)08,966+8,96608510.52%+851
TRAVELERS COMPANIES INC(TRV)03,681+3,68108470.52%+847
CONSTELLATION ENERGY CORP(CEG)04,537+4,53708390.52%+839
AMERICAN EXPRESS CO(AXP)03,653+3,65308320.51%+832
INTUITIVE SURGICAL INC02,074+2,07408280.51%+828
MACERICH CO(MAC)047,830+47,83008240.51%+824
BLUE OWL CAPITAL INC(OBDC)043,650+43,65008230.51%+823
TENET HEALTHCARE CORP(THC)07,778+7,77808180.50%+818
LAM RESEARCH CORP(LRCX)0837+83708130.50%+813
COSTCO WHSL CORP NEW(COST)2831,363+1,0801879980.61%+811
BUILDERS FIRSTSOURCE INC(BLDR)04,106+4,10608560.53%+856
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
037,508+37,50807950.49%+795
DOORDASH INC(DASH)05,771+5,77107950.49%+795
TRIPADVISOR INC(TRIP)028,574+28,57407940.49%+794
HOWMET AEROSPACE INC(HWM)011,535+11,53507890.49%+789
SLM CORP(SLM)036,002+36,00207840.48%+784
MASCO CORP(MAS)09,915+9,91507820.48%+782
ELI LILLY and CO(LLY)01,059+1,05908240.51%+824
KKR and CO INC(KKR)07,710+7,71007750.48%+775
INTERACTIVE BROKERS GROUP IN(IBKR)06,926+6,92607740.48%+774
TEXAS ROADHOUSE INC(TXRH)05,008+5,00807740.48%+774
BOSTON SCIENTIFIC CORP(BSX)011,281+11,28107730.48%+773
DAVE and BUSTERS ENTMT INC012,226+12,22607650.47%+765
TAPESTRY INC(TPR)016,076+16,07607630.47%+763
M D C HLDGS INC012,086+12,08607600.47%+760
NETFLIX INC(NFLX)01,251+1,25107600.47%+760
SOUTHWEST AIRLS CO(LUV)025,968+25,96807580.47%+758
CATALENT INC013,391+13,39107560.47%+756
VIATRIS INC(VTRS)063,249+63,24907550.46%+755
ACADEMY SPORTS and OUTDOORS IN(ASO)011,119+11,11907510.46%+751
META PLATFORMS INC(META)01,536+1,53607460.46%+746
CONFLUENT INC024,226+24,22607390.45%+739
ADVANCED MICRO DEVICES INC(AMD)04,042+4,04207300.45%+730
COHERENT CORP(COHR)012,029+12,02907290.45%+729
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
08,663+8,66307200.44%+720
CIENA CORP(CIEN)014,442+14,44207140.44%+714
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
010,976+10,97607050.43%+705
VANGUARD TAX-MANAGED FDS013,260+13,26006650.41%+665
ISHARES TR9203,671+2,7511857720.47%+587
ISHARES TR05,513+5,51305550.34%+555
ISHARES TR07,961+7,96104840.30%+484
ISHARES INC145,639151,536+5,8978,0968,5755.28%+479
SELECT SECTOR SPDR TR
ST STR SVC ETF
40,42641,115+6892,9373,3572.07%+420
SPDR SER TR
ST STR BLO 1 ETF
02,409+2,40902210.14%+221
DICKS SPORTING GOODS INC(DKS)5,2124,374-8387669840.61%+218
ISHARES TR
MSCI EAFE MIN VL
90,44291,528+1,0866,2716,4883.99%+216
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
08,540+8,54001980.12%+198
SPDR SandP 500 ETF TR(SPY)2,4382,586+1481,1591,3530.83%+194
SPDR SER TR
ST TERM HIGH ETF
6,24113,256+7,0151573340.21%+177
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,199+1,19901770.11%+177
ISHARES TR
ESG MSCI LEADR
15,83515,83501,3361,4860.91%+150
SPDR SER TR
ST STR SP HOME
01,231+1,23101370.08%+137
ETF SER SOLUTIONS
US GLB JETS
06,426+6,42601350.08%+135
ISHARES TR02,241+2,24101310.08%+131
SPDR SER TR
ST STR SP BIOT
01,305+1,30501240.08%+124
ISHARES TR0206+20601080.07%+108
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
53,77455,724+1,9502,6552,7411.69%+87
ISHARES BITCOIN TR(IBIT)01,945+1,9450790.05%+79
UBER TECHNOLOGIES INC(UBER)11,68010,357-1,3237197970.49%+78
SCHWAB STRATEGIC TR123,806120,218-3,5885,8495,9203.64%+71
AMAZON COM INC(AMZN)7601,031+2711151860.11%+70
ABERCROMBIE and FITCH CO06,454+6,45408090.50%+809
MERCK and CO INC(MRK)0395+3950520.03%+52
BATH and BODY WORKS INC01,039+1,0390520.03%+52
CATERPILLAR INC(CAT)0140+1400510.03%+51
PACCAR INC(PCAR)0413+4130510.03%+51
BERKSHIRE HATHAWAY INC DEL0800+80003360.21%+336
NUCOR CORP(NUE)0258+2580510.03%+51
ALIGN TECHNOLOGY INC0154+1540510.03%+51
EATON CORP PLC(ETN)0161+1610500.03%+50
ARISTA NETWORKS INC0172+1720500.03%+50
HARTFORD FINL SVCS GROUP INC(HIG)0481+4810500.03%+50
BANK NEW YORK MELLON CORP0857+8570490.03%+49
HCA HEALTHCARE INC(HCA)0148+1480490.03%+49
TEMPUR SEALY INTL INC(SGI)0866+8660490.03%+49
HILTON WORLDWIDE HLDGS INC(HLT)0230+2300490.03%+49
NVR INC(NVR)06+60490.03%+49
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