Financial Alternatives, Inc Reduced Holdings in Q3 2024

Financial Alternatives, Inc

  • $142 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-915
- 28.03%
$161.02 - $200.0 $147K - $183K
2.35K $438M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-4.62K
- 7.78%
$13.62 - $15.59 $63K - $72.1K
54.8K $754M
IVV
Ishares Core S&P 500 ETF

ETFs
-151
- 21.06%
$520.18 - $576.82 $78.5K - $87.1K
566 $326M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.23K
- 5.38%
$85.48 - $98.39 $105K - $121K
21.7K $2.09B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1K
- 20.26%
$51.0 - $57.07 $51.1K - $57.2K
3.94K $219M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.43K
- 9.34%
$18.7 - $20.25 $26.7K - $28.9K
13.9K $281M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-1.66K
- 6.83%
$7.02 - $7.62 $11.6K - $12.6K
22.6K $172M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-12.4K
- 4.55%
$8.4 - $9.19 $104K - $114K
260K $2.4B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-646
- 7.07%
$37.68 - $42.0 $24.3K - $27.1K
8.5K $353M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-452
- 5.22%
$37.33 - $40.63 $16.9K - $18.4K
8.2K $333M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-22
- 0.55%
$91.37 - $101.65 $2.01K - $2.24K
4.01K $408M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.14K
- 3.58%
$25.21 - $28.46 $54.1K - $61K
57.8K $1.63B
IFGL
Ishares International Develope

ETFs
-306
- 1.86%
$19.81 - $23.14 $6.06K - $7.08K
16.1K $368M
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.25%
$182.15 - $182.15 $1.46K - $1.46K
3.15K $623M
DFAU
Dimensional ETF Tr

ETFs
-1.43K
- 2.71%
$35.8 - $39.69 $51.3K - $56.9K
51.5K $2.05B
VEU
Vanguard Ftse All World Ex Us

ETFs
-151
- 0.86%
$56.47 - $63.69 $8.53K - $9.62K
17.5K $1.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-43
- 0.06%
$25.36 - $28.37 $1.09K - $1.22K
67.2K $1.89B
VTI
Vanguard Total Stock Market Et

ETFs
-749
- 2.46%
$255.18 - $283.2 $191K - $212K
29.7K $8.4B
DFAE
Dimensional ETF Tr

ETFs
-3.38K
- 1.43%
$24.46 - $27.82 $82.7K - $94.1K
234K $6.4B
IAU
Ishares Gold Trust

ETFs
-445
- 0.65%
$44.06 - $50.5 $19.6K - $22.5K
67.9K $3.38B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-437
- 0.53%
$40.45 - $47.24 $17.7K - $20.6K
81.9K $3.84B
VNQ
Vanguard Specialized Funds Van

ETFs
-86
- 0.15%
$82.97 - $98.97 $7.14K - $8.51K
57K $5.55B
DFAI
Dimensional ETF Tr

ETFs
-3.26K
- 0.78%
$28.69 - $32.06 $93.5K - $104K
412K $13.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.99K
- 0.32%
$31.05 - $34.29 $61.7K - $68.1K
610K $20.9B
Activity Summary
Buys All Purchases 16 New Holdings 3 Increased Positions 13 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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