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Alpha Financial Advisors

Latest statistics and disclosures from Alpha Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFGX, DFIC, OMFL, DFSV, XT, and represent 55.84% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFAU, DFGX, FIXD, VGLT, DFSV, XT, DFCF, DFAW, AMZN.
Started 4 new stock positions in BAC, VIG, DFAW, AMZN.
Reduced shares in these 10 stocks: OMFL, BNDW, VSS, LOW, CWI, DFAS, DFAX, DEHP, DFAC, AVDE.
Alpha Financial Advisors was a net buyer of stock by $8.4M.
Alpha Financial Advisors has $212M in assets under management (AUM), dropping by 7.49%.
Central Index Key (CIK): 0001972138

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Positions held by Alpha Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 44 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Ex Us Cor (DFGX)	12.4	$26M	+4%	497k	53.01	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.0	$25M	+6%	950k	26.75	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	10.8	$23M		416k	55.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	10.3	$22M	+3%	729k	30.10	View chart
Ishares Tr Exponential Tech (XT)	10.2	$22M	+2%	364k	59.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	9.5	$20M	+6%	553k	36.54	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	7.9	$17M	+5%	383k	43.60	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	5.0	$11M		186k	56.98	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	4.5	$9.5M	+9%	160k	59.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.6	$7.7M		123k	62.34	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.3	$4.9M	+10%	117k	41.95	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.1	$4.5M		94k	48.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.0	$4.3M		133k	31.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$1.9M		75k	25.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.6M	-3%	14k	116.84	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.7	$1.5M		59k	24.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$752k		4.2k	179.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$574k		9.0k	63.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$547k	+3%	11k	50.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$532k	+12%	5.4k	97.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$504k		963.00	522.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$483k		1.4k	337.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$480k		6.0k	79.87	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$453k		5.1k	89.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$449k	+65%	2.0k	228.61	View chart
Apple (AAPL)	0.2	$428k		2.5k	171.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$424k		4.6k	92.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$377k		3.2k	118.29	View chart
Microsoft Corporation (MSFT)	0.2	$364k		864.00	420.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$351k		2.3k	150.93	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$336k	-18%	4.9k	68.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$301k		13k	22.46	View chart
Linde SHS (LIN)	0.1	$290k		625.00	464.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$284k	+388%	4.7k	60.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$284k		1.9k	152.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$274k		5.6k	49.24	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$256k	-13%	9.0k	28.40	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$248k	NEW	4.2k	59.13	View chart
Procter & Gamble Company (PG)	0.1	$240k		1.5k	162.25	View chart
Amazon (AMZN)	0.1	$237k	NEW	1.3k	180.38	View chart
Lowe's Companies (LOW)	0.1	$220k	-19%	865.00	254.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$212k	NEW	1.2k	182.61	View chart
Bank of America Corporation (BAC)	0.1	$203k	NEW	5.4k	37.92	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$202k		4.2k	48.09	View chart

Past Filings by Alpha Financial Advisors

SEC 13F filings are viewable for Alpha Financial Advisors going back to 2023

Alpha Financial Advisors 2024 Q1 filed April 29, 2024
Alpha Financial Advisors 2023 Q4 filed Feb. 6, 2024
Alpha Financial Advisors 2023 Q3 filed Oct. 26, 2023
Alpha Financial Advisors 2023 Q2 filed Aug. 7, 2023
Alpha Financial Advisors 2022 Q4 filed April 19, 2023
Alpha Financial Advisors 2023 Q1 filed April 19, 2023

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