Alpha Financial Advisors

Alpha Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 15.0 $17M 403k 42.94
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 12.7 $15M 332k 43.92
Ishares Tr Exponential Tech (XT) 12.4 $14M 302k 47.34
Dimensional Etf Trust Intl Core Equity (DFIC) 9.7 $11M 499k 22.35
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.4 $11M 211k 51.15
Dimensional Etf Trust Us Equity Etf (DFUS) 6.9 $8.0M 192k 41.61
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.3 $7.3M 269k 27.02
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.9 $4.5M 96k 47.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.4 $3.9M 82k 47.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.1 $3.6M 147k 24.28
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.2 $2.6M 62k 41.52
Dimensional Etf Trust World Ex Us Core (DFAX) 2.0 $2.3M 105k 21.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $1.8M 71k 25.04
Dimensional Etf Trust Inflation Prote (DFIP) 1.5 $1.8M 43k 41.16
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.5M 15k 102.81
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.8 $885k 40k 22.23
American Centy Etf Tr Real Estate Etf (AVRE) 0.7 $795k 19k 41.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $637k 4.2k 151.66
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $510k 9.6k 53.19
Ishares Tr Global Reit Etf (REET) 0.4 $473k 21k 22.71
Select Sector Spdr Tr Technology (XLK) 0.4 $452k 3.6k 124.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $417k 4.1k 100.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $393k 9.4k 41.97
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $382k 3.9k 96.99
Vanguard Index Fds Small Cp Etf (VB) 0.3 $348k 1.9k 183.52
Wells Fargo & Company (WFC) 0.3 $345k 8.4k 41.29
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $345k 5.1k 68.01
Ishares Tr Msci Eafe Etf (EFA) 0.3 $338k 5.2k 65.64
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.3 $328k 4.9k 67.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $307k 1.4k 214.22
Procter & Gamble Company (PG) 0.2 $287k 1.9k 151.56
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $275k 11k 24.40
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $259k 11k 24.06
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $256k 14k 17.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $254k 4.6k 55.55
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $245k 4.3k 56.48
Lowe's Companies (LOW) 0.2 $228k 1.1k 199.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $228k 5.6k 40.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $222k 6.7k 32.96
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.2 $206k 9.2k 22.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $205k 537.00 382.34
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $201k 4.2k 47.81
CVS Caremark Corporation (CVS) 0.2 $200k 2.1k 93.19