Financial Alternatives, Inc: 13F holdings
CIK 19672272026Q2
| Positions | 84 |
|---|---|
| Reported value | $202.9m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 834,859 | $37.0m | 18.2% |
| DFAI DIMENSIONAL ETF TRUST | 836,269 | $34.5m | 17.0% |
| VWOB VANGUARD WHITEHALL FDS | 252,253 | $17.0m | 8.4% |
| DFAE DIMENSIONAL ETF TRUST | 317,955 | $12.8m | 6.3% |
| JEPI J P MORGAN EXCHANGE TRADED F | 129,653 | $7.3m | 3.6% |
| VNQ VANGUARD INDEX FDS | 70,071 | $6.8m | 3.3% |
| IAU ISHARES GOLD TR | 68,562 | $5.2m | 2.6% |
| EMB ISHARES TR | 52,613 | $5.1m | 2.5% |
| VTI VANGUARD INDEX FDS | 13,547 | $5.0m | 2.5% |
| VNQI VANGUARD INTL EQUITY INDEX F | 107,792 | $4.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1967227")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.