Financial Alternatives, Inc Reduced Holdings in Q2 2024

Financial Alternatives, Inc

  • $133 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
-741
- 1.25%
$86.66 - $89.88 $64.2K - $66.6K
58.3K $5.16B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.23K
- 6.51%
$56.22 - $60.47 $68.9K - $74.1K
17.6K $1.03B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-4.44K
- 6.96%
$14.84 - $15.91 $65.9K - $70.7K
59.4K $893M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-21.3K
- 7.23%
$8.12 - $8.78 $173K - $187K
273K $2.4B
VOE
Vanguard Mid Cap Value Index F

ETFs
-180
- 3.93%
$146.82 - $155.77 $26.4K - $28K
4.4K $662M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.95K
- 11.31%
$18.58 - $19.76 $36.3K - $38.6K
15.3K $288M
XOM
Exxon Mobil Corp

Energy
-233
- 2.34%
$108.36 - $122.2 $25.2K - $28.5K
9.71K $1.12B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-111
- 0.16%
$25.73 - $27.44 $2.86K - $3.05K
67.2K $1.77B
DFAU
Dimensional ETF Tr

ETFs
-2.14K
- 3.89%
$34.53 - $37.67 $74K - $80.7K
53K $1.99B
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.73K
- 10.12%
$7.01 - $7.53 $19.1K - $20.5K
24.2K $174M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-191
- 5.23%
$71.43 - $75.61 $13.6K - $14.4K
3.46K $257M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-20
- 0.49%
$87.24 - $97.37 $1.74K - $1.95K
4.04K $390M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4
- 0.48%
$267.84 - $317.0 $1.07K - $1.27K
828 $260M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-744
- 1.23%
$24.84 - $27.2 $18.5K - $20.2K
60K $1.6B
VTI
Vanguard Total Stock Market Et

ETFs
-616
- 1.98%
$245.23 - $269.4 $151K - $166K
30.4K $8.14B
IAU
Ishares Gold Trust

ETFs
-1.22K
- 1.75%
$42.46 - $45.89 $51.6K - $55.8K
68.4K $3B
VONG
Vanguard Russell 1000 Growth E

ETFs
-244
- 1.05%
$81.38 - $94.58 $19.9K - $23.1K
22.9K $2.15B
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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