Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Alternatives, Inc (CIK 1967227) reported $185.5M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($32.4M, 17.45%), DFAI ($32.3M, 17.43%), VWOB ($16.0M, 8.62%), DFAE ($10.8M, 5.83%), JEPI ($7.5M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $32.4M | 17.45% | 833,008 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $32.3M | 17.43% | 829,923 | Added |
| 3 | VWOB | VANGUARD WHITEHALL FDS | $16.0M | 8.62% | 243,429 | Added |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $10.8M | 5.83% | 319,154 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.5M | 4.07% | 133,183 | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $6.1M | 3.28% | 68,616 | Added |
| 7 | IAU | ISHARES GOLD TR | $6.0M | 3.23% | 67,980 | Added |
| 8 | EMB | ISHARES TR | $5.0M | 2.68% | 52,852 | Trimmed |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.6M | 2.50% | 104,431 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $4.6M | 2.47% | 14,271 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $3.6M | 1.96% | 8,342 | Added |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $3.1M | 1.67% | 68,720 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $2.9M | 1.57% | 9,723 | Hold |
| 14 | AAPL | APPLE INC | $2.8M | 1.51% | 11,022 | Trimmed |
| 15 | HYG | ISHARES TR | $2.8M | 1.49% | 34,825 | Trimmed |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.3M | 1.23% | 64,417 | Trimmed |
| 17 | HD | HOME DEPOT INC | $2.0M | 1.05% | 5,942 | Hold |
| 18 | SRE | SEMPRA | $1.9M | 1.04% | 19,758 | Added |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $1.9M | 1.02% | 54,700 | Trimmed |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $1.6M | 0.88% | 14,887 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $1.6M | 0.86% | 9,451 | Trimmed |
| 22 | ETJ | EATON VANCE RISK-MANAGED DIV | $1.5M | 0.83% | 188,665 | Trimmed |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.77% | 2 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.73% | 2,844 | Added |
| 25 | SPGP | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.71% | 12,301 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31