account_balance
Investment manager · 13F filer · SEC CIK 1967227
Financial Alternatives, Inc
Reported value$211Mas of Sep 30, 2026
Positions348 264 new, 0 sold out
Top 10 weight63.8%DFAC alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
18.0%Added +3%
DFAIDimensional ETF Trust
16.6%
VWOBVanguard Whitehall FDS
7.6%
DFAEDimensional ETF Trust
6.0%
JEPIJ P Morgan Exchange Traded F
3.3%Trimmed −4%
VNQVanguard Index FDS
3.0%
IAUiShares Gold Trust
2.5%
VTIVanguard Index FDS
2.4%
EMBiShares Tr
2.3%
VNQIVanguard Intl Equity Index F
2.2%
VUGVanguard Index FDS
2.1%
AAPLApple Inc.
1.8%
DFACDimensional ETF Trust
18.0%Added +3%
DFAIDimensional ETF Trust
16.6%
VWOBVanguard Whitehall FDS
7.6%
DFAEDimensional ETF Trust
6.0%
JEPI3.3%
VNQ3.0%
IAU2.5%VTI2.4%
EMB2.3%
VNQI
VUG2.1%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 18.0% Added +3%
DFAI Dimensional ETF Trust 16.6% Held
VWOB Vanguard Whitehall FDS 7.6% Held
DFAE Dimensional ETF Trust 6.0% Held
JEPI J P Morgan Exchange Traded F 3.3% Trimmed −4%
VNQ Vanguard Index FDS 3.0% Held
IAU iShares Gold Trust 2.5% HeldVTI Vanguard Index FDS 2.4% Held
EMB iShares Tr 2.3% Held
VNQI Vanguard Intl Equity Index F 2.2% Held
VUG Vanguard Index FDS 2.1% Held
AAPL Apple Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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