CIK 1967227
Financial Alternatives, Inc
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 641K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 498K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 221K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 247K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 129K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 66K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 68K | $1M+ | SH |
| EMB | ISHARES TR | 57K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 99K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 69K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| HYG | ISHARES TR | 37K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 189K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SRE | SEMPRA | 16K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| IJT | ISHARES TR | 8K | $1M+ | SH |
| IXUS | ISHARES TR | 14K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 16K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| IJK | ISHARES TR | 9K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IWP | ISHARES TR | 6K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 6K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| IJS | ISHARES TR | 6K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 5K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| FOF | COHEN & STEERS CLOSED-END OP | 44K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| IWS | ISHARES TR | 4K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| IJJ | ISHARES TR | 4K | $500K+ | SH |
| EAGG | ISHARES TR | 10K | $100K–$500K | SH |