Fund HoldingsFriedenthal Financial

Total Portfolio Value
$147.45M
Total Bought
$82.13M
Total Sold
$83.68M
Net Transaction
-$1.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0138,700+138,700013,0648.86%+13,064
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
088,252+88,25204,0372.74%+4,037
SSGA ACTIVE ETF TR
ST STR BL LN ETF
30,686125,558+94,8721,2855,2653.57%+3,980
ISHARES TR
0-5 YR TIPS ETF
035,619+35,61903,4522.34%+3,452
SPDR SandP 500 ETF TR(SPY)2,0009,552+7,5528874,0832.77%+3,197
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
092,658+92,65802,8741.95%+2,874
ISHARES TR
0-5YR HI YL CP
060,549+60,54902,4841.68%+2,484
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
090,269+90,26902,4731.68%+2,473
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
037,057+37,05701,8641.26%+1,864
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
020,772+20,77201,5781.07%+1,578
PIMCO ETF TR
0-5 HIGH YIELD
017,462+17,46201,5771.07%+1,577
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
049,008+49,00801,3800.94%+1,380
SPDR SER TR
ST STR BLO 1 ETF
014,448+14,44801,3270.90%+1,327
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
041,597+41,59701,2500.85%+1,250
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
032,121+32,12101,2300.83%+1,230
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
027,593+27,59301,1610.79%+1,161
SPDR SER TR
ST STR P500VAL
022,082+22,08209110.62%+911
ISHARES TR
ESG AWR US AGRGT
017,917+17,91708120.55%+812
AMERICAN EAGLE OUTFITTERS IN047,884+47,88407950.54%+795
ABERCROMBIE and FITCH CO014,051+14,05107920.54%+792
OLD DOMINION FREIGHT LINE IN(ODFL)01,932+1,93207900.54%+790
OWENS CORNING NEW(OC)05,756+5,75607850.53%+785
ARISTA NETWORKS INC04,221+4,22107760.53%+776
HASBRO INC(HAS)011,716+11,71607750.53%+775
RIVIAN AUTOMOTIVE INC(RIVN)031,856+31,85607730.52%+773
CARRIER GLOBAL CORPORATION(CARR)013,884+13,88407660.52%+766
UNITED RENTALS INC(URI)01,705+1,70507580.51%+758
CATERPILLAR INC(CAT)02,751+2,75107510.51%+751
EATON CORP PLC(ETN)03,519+3,51907510.51%+751
CNX RES CORP(CNX)033,023+33,02307460.51%+746
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
09,623+9,62307380.50%+738
PERMIAN RESOURCES CORP(PR)052,770+52,77007370.50%+737
ADOBE INC(ADBE)01,433+1,43307310.50%+731
ELANCO ANIMAL HEALTH INC(ELAN)064,742+64,74207280.49%+728
VISTRA CORP(VST)021,891+21,89107260.49%+726
NOV INC(NOV)034,679+34,67907250.49%+725
SM ENERGY CO(SM)018,266+18,26607240.49%+724
NCR CORP NEW026,732+26,73207210.49%+721
FRESHWORKS INC(FRSH)036,185+36,18507210.49%+721
AMERICAN EQTY INVT LIFE HLD013,435+13,43507210.49%+721
DIGITAL RLTY TR INC(DLR)05,933+5,93307180.49%+718
NORTHERN OIL and GAS INC(NOG)017,757+17,75707140.48%+714
VERTIV HOLDINGS CO(VRT)019,162+19,16207130.48%+713
SL GREEN RLTY CORP(SLG)019,049+19,04907110.48%+711
CALIFORNIA RES CORP(CRC)012,670+12,67007100.48%+710
DOORDASH INC(DASH)08,923+8,92307090.48%+709
RPM INTL INC(RPM)07,471+7,47107080.48%+708
AZEK CO INC023,796+23,79607080.48%+708
CVR ENERGY INC(CVI)020,781+20,78107070.48%+707
APPLOVIN CORP(APP)017,556+17,55607020.48%+702
YELP INC(YELP)016,833+16,83307000.47%+700
BOSTON PROPERTIES INC(BXP)011,639+11,63906920.47%+692
MATADOR RES CO(MTDR)011,632+11,63206920.47%+692
CHAMPIONX CORPORATION019,386+19,38606910.47%+691
HF SINCLAIR CORP(DINO)012,122+12,12206900.47%+690
FASTLY INC(FSLY)035,759+35,75906860.46%+686
INTERACTIVE BROKERS GROUP IN(IBKR)07,827+7,82706780.46%+678
ROKU INC(ROKU)09,448+9,44806670.45%+667
VORNADO RLTY TR(VNO)028,900+28,90006550.44%+655
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
012,736+12,73606460.44%+646
KILROY RLTY CORP(KRC)020,126+20,12606360.43%+636
IONQ INC(IONQ)042,746+42,74606360.43%+636
ISHARES TR
ESG AWARE MSCI
011,525+11,52503880.26%+388
NUSHARES ETF TR
ESG HI TLD CRP
010,176+10,17602040.14%+204
PIMCO ETF TR
ENHAN SHRT MA AC
39,10740,744+1,6373,9014,0802.77%+179
ISHARES TR
FLTG RATE NT ETF
76,77380,171+3,3983,9024,0802.77%+178
NVIDIA CORPORATION(NVDA)1,6911,955+2647158500.58%+135
INVESCO EXCH TRADED FD TR II
SR LN ETF
013,456+13,45602820.19%+282
INVESCO EXCH TRADED FD TR II32,71838,685+5,9673724240.29%+52
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,62613,338+7129551,0020.68%+47
INVESCO EXCH TRADED FD TR II13,19816,584+3,3862573030.21%+46
PURE STORAGE INC(P)18,36819,881+1,5136767080.48%+32
GLOBAL X FDS
GLBL X MLP ETF
13,53113,704+1735816110.41%+30
AFFIRM HLDGS INC(AFRM)40,67330,044-10,6296246390.43%+16
ISHARES INC138,677143,088+4,4117,6247,6345.18%+9
BERKSHIRE HATHAWAY INC DEL81081002762840.19%+8
ZURN ELKAY WATER SOLNS CORP(ZWS)26,74825,551-1,1977197160.49%-3
ISHARES TR
ESG MSCI LEADR
15,47315,802+3291,1981,1920.81%-6
INVESCO EXCH TRADED FD TR II011,430+11,43001950.13%+195
ISHARES TR2,9542,829-1252832610.18%-22
BUILDERS FIRSTSOURCE INC(BLDR)5,6936,032+3397747510.51%-23
PULTE GROUP INC(PHM)9,97410,132+1587757500.51%-25
ARBOR REALTY TRUST INC48,59845,536-3,0627206910.47%-29
SPDR SER TR
ST STR NUVEE ETF
13,08012,828-2526045610.38%-43
SPDR SER TR
ST NUVE TERM ETF
20,53919,958-5819669230.63%-44
SCHWAB STRATEGIC TR11,61610,691-9255585120.35%-46
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
50,09649,546-5502,3882,3411.59%-48
SCHWAB STRATEGIC TR33,13633,756+6206475990.41%-48
ISHARES TR
MSCI EAFE MIN VL
87,78489,999+2,2155,9255,8703.98%-56
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,5628,295-2671,1361,0680.72%-69
ELI LILLY and CO(LLY)1,6311,282-3497656890.47%-76
ISHARES TR
MSCI USA MIN ETF
30,80730,513-2942,2902,2091.50%-81
ISHARES TR6,6465,844-8026205190.35%-101
VANGUARD INDEX FDS10,64110,321-3201,5841,4791.00%-104
ISHARES TR
CORE INTL AGGR
45,05143,164-1,8872,2212,1061.43%-115
ISHARES TR26,05125,287-7641,8891,7431.18%-146
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
55,68053,448-2,2322,7222,5561.73%-165
SELECT SECTOR SPDR TR
ST STR SVC ETF
45,57642,354-3,2222,9662,7771.88%-189
ISHARES TR000000
COSTCO WHSL CORP NEW(COST)4620-4622490-249
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