Financial Alternatives, Inc Reduced Holdings in Q1 2024

Financial Alternatives, Inc

  • $129 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
-1.34K
- 21.06%
$69.24 - $76.96 $93.1K - $103K
5.04K $362M
O
Realty Income Corp

Real Estate
-855
- 9.82%
$51.39 - $59.48 $43.9K - $50.9K
7.85K $425M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-26.8K
- 8.36%
$7.73 - $8.43 $207K - $226K
294K $2.46B
EMB
Ishares Tr

ETFs
-1.01K
- 1.68%
$86.49 - $90.08 $87.2K - $90.8K
59.1K $5.3B
PFN
Pimco Income Strategy Fund Ii

Financial Services
-7.55K
- 21.87%
$7.21 - $7.54 $54.4K - $56.9K
27K $201M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-3.67K
- 5.44%
$14.56 - $15.57 $53.5K - $57.2K
63.9K $957M
PDI
Pimco Dynamic Income Fund

Financial Services
-2.2K
- 11.29%
$18.13 - $19.58 $39.8K - $43K
17.3K $333M
HYG
Ishares Tr

ETFs
-358
- 0.9%
$76.57 - $77.9 $27.4K - $27.9K
39.5K $3.07B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.12K
- 1.82%
$23.62 - $25.64 $26.5K - $28.8K
60.7K $1.55B
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-970
- 4.63%
$14.8 - $16.55 $14.4K - $16.1K
20K $325M
VEU
Vanguard Ftse All World Ex Us

ETFs
-494
- 2.56%
$54.0 - $58.69 $26.7K - $29K
18.8K $1.1B
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.19K
- 8.66%
$75.82 - $87.22 $166K - $191K
23.1K $2.01B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-556
- 0.82%
$24.62 - $26.83 $13.7K - $14.9K
67.3K $1.8B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-90
- 0.66%
$94.23 - $106.49 $8.48K - $9.58K
13.5K $1.43B
HD
Home Depot, Inc.

Consumer Cyclical
-284
- 4.66%
$338.26 - $395.2 $96.1K - $112K
5.81K $2.23B
DFAU
Dimensional ETF Tr

ETFs
-845
- 1.51%
$32.59 - $36.54 $27.5K - $30.9K
55.1K $2.01B
IAU
Ishares Gold Trust

ETFs
-48
- 0.07%
$37.66 - $42.01 $1.81K - $2.02K
69.6K $2.92B
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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