Financial Alternatives, Inc Portfolio Holdings

Financial Alternatives, Inc

  • $133 Billion
  • Q2 2024

Financial Alternatives, Inc has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $19.7B, Dimensional ETF Tr with a value of $12.3B, Vanguard Emerging Mkts Govt Bd with a value of $10.4B, Vanguard Total Stock Market Et with a value of $8.14B, and Dimensional ETF Tr with a value of $6.13B.

Examining the 13F form we can see an increase of $3.77B in the current position value, from $129B to 133B.

Financial Alternatives, Inc is based out at La Jolla, CA

Below you can find more details about Financial Alternatives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $114 Billion
Financial Services: $7.59 Billion
Technology: $4.82 Billion
Consumer Cyclical: $3.32 Billion
Energy: $1.13 Billion
Consumer Defensive: $579 Million
Communication Services: $548 Million
Utilities: $383 Million
Other: $225 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$565M
$15.2 Million 0.01% of portfolio
22,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $133 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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