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Friedenthal Financial

Portfolio Manager
Friedenthal Financial
Performance
+0.13% (2026 Q1)
AUM (13F)
$199.46M
# of Holdings
243
Performance Rank
Allocation (Top 20)
55.49%

Friedenthal Financial Holdings Map

Top 50 Friedenthal Financial Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES TR
11.01%153.8K$21.9M
+3.50%(+5.20K)
2025-Q1: 143.8K shares2025-Q2: 151.8K shares2025-Q3: 158.0K shares2025-Q4: 148.6K shares2026-Q1: 153.8K shares
$89.30(+81.41%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
3.61%247.4K$7.2M
+1.24%(+3.04K)
2025-Q1: 233.8K shares2025-Q2: 249.7K shares2025-Q3: 257.1K shares2025-Q4: 244.4K shares2026-Q1: 247.4K shares
$18.65(+77.38%)
2026-03-31
IJH
ISHARES TR
3.26%96.1K$6.5M
+1.17%(+1.11K)
2025-Q1: 83.9K shares2025-Q2: 91.0K shares2025-Q3: 97.9K shares2025-Q4: 95.0K shares2026-Q1: 96.1K shares
$60.47(+20.94%)
2026-03-31
SGOV
ISHARES TR
3.12%61.7K$6.2Mnew2025-Q1: 2.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 61.7K shares
$100.52(-0.01%)
2026-03-31
STIP
ISHARES TR
2.98%57.3K$5.9M
+4.45%(+2.44K)
2025-Q1: 44.2K shares2025-Q2: 47.0K shares2025-Q3: 50.8K shares2025-Q4: 54.9K shares2026-Q1: 57.3K shares
$103.36(+0.35%)
2026-03-31
USFR
WISDOMTREE TR
2.73%108.1K$5.4M
+371.78%(+85.16K)
2025-Q1: 5.5K shares2025-Q2: 21.8K shares2025-Q3: 22.3K shares2025-Q4: 22.9K shares2026-Q1: 108.1K shares
$50.33(+0.19%)
2026-03-31
HEEM
ISHARES INC
2.54%136.7K$5.0M
-0.01%(-15)
2025-Q1: 1.6K shares2025-Q2: 1.6K shares2025-Q3: 138.5K shares2025-Q4: 136.8K shares2026-Q1: 136.7K shares
$31.97(+35.13%)
2026-03-31
RSPM
INVESCO EXCHANGE TRADED FD T
2.48%127.9K$4.9M
-0.33%(-429)
2025-Q1: 110.9K shares2025-Q2: 117.7K shares2025-Q3: 125.6K shares2025-Q4: 128.4K shares2026-Q1: 127.9K shares
$27.00(+47.13%)
2026-03-31
HEFA
ISHARES TR
2.48%116.4K$4.9M
+3.81%(+4.27K)
2025-Q1: 1.2K shares2025-Q2: 1.2K shares2025-Q3: 112.5K shares2025-Q4: 112.1K shares2026-Q1: 116.4K shares
$38.87(+15.57%)
2026-03-31
SHYG
ISHARES TR
2.31%108.6K$4.6M
+5.04%(+5.21K)
2025-Q1: 81.0K shares2025-Q2: 86.1K shares2025-Q3: 189.2K shares2025-Q4: 103.4K shares2026-Q1: 108.6K shares
$42.56(-0.32%)
2026-03-31

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