Financial Alternatives, Inc Purchases in Q3 2025

Financial Alternatives, Inc

  • $165 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.9K
+ 1.11%
$36.04 - $38.78 $249K - $268K
627K $24.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
+ 4.72%
$303.93 - $329.86 $470K - $510K
34.3K $11.3B
DFAI
Dimensional ETF Tr

ETFs
5.88K
+ 1.25%
$34.05 - $36.55 $200K - $215K
477K $17.3B
AAPL
Apple Inc.

Technology
713
+ 5.42%
$202.38 - $256.87 $144K - $183K
13.9K $3.53B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.99K
+ 3.51%
N/A
206K $13.8B
IAU
Ishares Gold Trust

ETFs
625
+ 0.94%
$61.62 - $72.77 $38.5K - $45.5K
67.1K $4.88B
DFAE
Dimensional ETF Tr

ETFs
1.15K
+ 0.48%
$28.84 - $31.84 $33.2K - $36.7K
240K $7.57B
SPY
Spdr S&P 500 ETF Trust

ETFs
450
+ 29.74%
$617.65 - $666.84 $278K - $300K
1.96K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 3.58%
$357.4 - $423.42 $75.8K - $89.8K
6.14K $2.49B
GLD
Spdr Gold Trust

ETFs
656
New
$300.96 - $355.47 $197K - $233K
656 $233M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.02K
New
$64.58 - $69.94 $195K - $211K
3.02K $209M
VNQI
Vanguard Global Ex U.S. Real

ETFs
736
+ 0.81%
$45.22 - $48.34 $33.3K - $35.6K
91.9K $4.39B
SRE
Sempra Energy

Utilities
1.34K
+ 32.57%
$74.14 - $89.98 $99.5K - $121K
5.46K $491M
GOOGL
Alphabet Inc.

Communication Services
121
+ 8.03%
$174.36 - $254.72 $21.1K - $30.8K
1.63K $396M
DFAX
Dimensional ETF Tr
1.92K
+ 9.6%
$29.25 - $31.56 $56K - $60.4K
21.9K $686M
NVDA
Nvidia Corp

Technology
140
+ 5.97%
$153.3 - $186.58 $21.5K - $26.1K
2.49K $464M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
665
+ 10.23%
$49.43 - $54.52 $32.9K - $36.3K
7.16K $388M
XOM
Exxon Mobil Corp

Energy
131
+ 1.38%
$105.83 - $117.22 $13.9K - $15.4K
9.63K $1.09B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.5%
$435.72 - $463.74 $5.23K - $5.56K
2.41K $1.12B
VEA
Vanguard Ftse Developed Market

ETFs
546
+ 6.94%
$56.02 - $60.3 $30.6K - $32.9K
8.42K $504M
MSFT
Microsoft Corp

Technology
71
+ 10.41%
$491.09 - $535.64 $34.9K - $38K
753 $390M
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 6.86%
$620.67 - $670.08 $20.5K - $22.1K
514 $344M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
61
+ 0.79%
$46.86 - $48.27 $2.86K - $2.94K
7.78K $373M
V
Visa Inc.

Financial Services
1
+ 0.06%
$332.09 - $358.86 $332 - $359
1.8K $615M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.08%
$915.95 - $994.57 $12.8K - $13.9K
687 $636M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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