Financial Alternatives, Inc
Q4 2025 13F Holdings
- Locationla jolla, CA
- Num holdings
87
- Value ($000)
$172,023
- Date Filed02/04/2026
- Form type13F-HR
- CIK0001967227
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $25.36M | 15 % | 640,550 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $18.99M | 11 % | 498,169 | ||
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $14.9M | 9 % | 220,994 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.68M | 7 % | 34,837 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $8.05M | 5 % | 247,232 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $7.4M | 4 % | 129,232 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.83M | 3 % | 65,930 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.51M | 3 % | 67,929 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | $5.51M | 3 % | 57,214 | ||
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $4.55M | 3 % | 99,170 |
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