Financial Alternatives, Inc Sells in Q1 2025

Financial Alternatives, Inc

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-24K
- 3.76%
$32.42 - $36.13 $779K - $868K
615K $20.3B
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-44.4K
- 17.22%
$8.46 - $9.3 $375K - $413K
213K $1.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.28K
- 11.22%
$92.71 - $107.38 $211K - $245K
18K $1.67B
AAPL
Apple Inc.

Technology
-12
- 0.09%
$209.68 - $247.1 $2.52K - $2.97K
13.1K $2.92B
VUG
Vanguard Growth ETF

ETFs
-14
- 0.17%
$369.1 - $427.61 $5.17K - $5.99K
8.32K $3.08B
HD
Home Depot, Inc.

Consumer Cyclical
-300
- 4.82%
$347.25 - $424.87 $104K - $127K
5.92K $2.17B
DFAU
Dimensional ETF Tr

ETFs
-1.71K
- 3.32%
$37.84 - $42.29 $64.8K - $72.4K
49.8K $1.92B
GOOG
Alphabet Inc.

Communication Services
-250
- 11.96%
$156.06 - $207.71 $39K - $51.9K
1.84K $287M
DFAE
Dimensional ETF Tr

ETFs
-8.68K
- 3.63%
$24.64 - $26.86 $214K - $233K
230K $5.96B
GOOGL
Alphabet Inc.

Communication Services
-120
- 5.7%
$154.33 - $206.19 $18.5K - $24.7K
1.99K $307M
EMB
Ishares Tr

ETFs
-1.97K
- 3.37%
$88.64 - $92.03 $175K - $181K
56.4K $5.11B
NVDA
Nvidia Corp

Technology
-140
- 5.64%
$106.98 - $149.43 $15K - $20.9K
2.34K $254M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-2.4K
- 12.01%
$16.18 - $18.56 $38.8K - $44.5K
17.6K $285M
HYG
Ishares Tr

ETFs
-993
- 2.51%
$78.51 - $80.11 $78K - $79.5K
38.5K $3.04B
VBR
Vanguard Small Cap Value ETF

ETFs
-67
- 1.47%
$183.02 - $207.75 $12.3K - $13.9K
4.49K $836M
SPGI
S&P Global Inc.

Financial Services
-100
- 15.43%
$478.26 - $543.77 $47.8K - $54.4K
548 $278M
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 7.42%
$554.06 - $615.85 $23.3K - $25.9K
524 $294M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.05K
- 13.23%
$42.5 - $46.71 $44.8K - $49.2K
6.9K $312M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-927
- 11.81%
$39.4 - $42.61 $36.5K - $39.5K
6.92K $280M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.69K
- 13.08%
$7.41 - $7.64 $19.9K - $20.5K
17.9K $135M
VEU
Vanguard Ftse All World Ex Us

ETFs
-851
- 4.88%
$56.51 - $62.98 $48.1K - $53.6K
16.6K $1.01B
IFGL
Ishares International Develope

ETFs
-21
- 0.13%
$18.76 - $20.18 $394 - $424
16K $315M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-51
- 0.09%
$25.35 - $27.46 $1.29K - $1.4K
57.8K $1.53B
V
Visa Inc.

Financial Services
-17
- 0.94%
$306.92 - $362.71 $5.22K - $6.17K
1.8K $631M
XOM
Exxon Mobil Corp

Energy
-127
- 1.32%
$105.44 - $118.93 $13.4K - $15.1K
9.5K $1.13B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-858
- 1.28%
$25.54 - $28.79 $21.9K - $24.7K
66.3K $1.84B
IAU
Ishares Gold Trust

ETFs
-272
- 0.4%
$49.74 - $58.96 $13.5K - $16K
67.3K $3.97B
Activity Summary
Buys All Purchases 13 New Holdings 0 Increased Positions 13 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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