Financial Alternatives, Inc Incresed Positions in Q2 2024

Financial Alternatives, Inc

  • $133 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.79K
+ 103.33%
$165.0 - $216.67 $1.12M - $1.47M
13.4K $2.81B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.7K
+ 2.46%
$30.09 - $32.37 $442K - $475K
612K $19.7B
DFAE
Dimensional ETF Tr

ETFs
5.45K
+ 2.36%
$24.03 - $26.3 $131K - $143K
237K $6.13B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.92K
+ 4.39%
$61.69 - $64.0 $427K - $443K
165K $10.4B
QCOM
Qualcomm Inc

Technology
900
+ 43.65%
$157.63 - $227.09 $142K - $204K
2.96K $590M
VNQ
Vanguard Specialized Funds Van

ETFs
3.13K
+ 5.81%
$78.61 - $85.97 $246K - $269K
57.1K $4.78B
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.25%
$704.88 - $870.75 $10.6K - $13.1K
681 $579M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
275
+ 14.98%
$396.73 - $420.24 $109K - $116K
2.11K $859M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.58K
+ 3.48%
$55.45 - $57.39 $199K - $205K
106K $6.03B
DFAX
Dimensional ETF Tr
2.8K
+ 17.66%
$24.57 - $26.36 $68.7K - $73.8K
18.6K $474M
AMZN
Amazon Com Inc

Consumer Cyclical
144
+ 4.62%
$173.67 - $197.85 $25K - $28.5K
3.26K $631M
MSFT
Microsoft Corp

Technology
90
+ 15.28%
$389.33 - $452.85 $35K - $40.8K
679 $303M
APH
Amphenol Corp

Technology
2.4K
+ 100.0%
$67.16 - $136.4 $161K - $327K
4.8K $323M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17
+ 0.22%
$40.83 - $44.89 $694 - $763
7.83K $343M
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.32K
+ 4.2%
$39.75 - $43.06 $132K - $143K
82.4K $3.34B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.23%
$54.72 - $58.75 $492 - $529
3.91K $224M
NVDA
Nvidia Corp

Technology
2.12K
+ 630.65%
$118.11 - $1224.4 $250K - $2.59M
2.46K $303M
V
Visa Inc.

Financial Services
34
+ 1.91%
$262.47 - $281.5 $8.92K - $9.57K
1.82K $477M
IFGL
Ishares International Develope

ETFs
8
+ 0.05%
$19.65 - $21.46 $157 - $172
16.4K $325M
DFAI
Dimensional ETF Tr

ETFs
6.09K
+ 1.49%
$28.93 - $30.91 $176K - $188K
416K $12.3B
HD
Home Depot, Inc.

Consumer Cyclical
318
+ 5.48%
$325.1 - $368.03 $103K - $117K
6.12K $2.11B
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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