Financial Alternatives, Inc
Q4 2024 13F Holdings
- Locationla jolla, CA
- Num holdings
81
- Value ($000)
$141,809
- Date Filed02/13/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $22.11M | 16 % | 639,220 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $12.92M | 9 % | 442,608 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $11.49M | 8 % | 181,952 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.06M | 6 % | 31,246 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $6.48M | 5 % | 112,635 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $6.06M | 4 % | 238,841 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $5.20M | 4 % | 58,359 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.09M | 4 % | 57,115 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.42M | 2 % | 8,333 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $3.35M | 2 % | 67,579 |
Rows Per Page
1 - 10 of 8110
- 10
- 50
- 100