Alpha Financial Advisors

Alpha Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Ex Us Cor (DFGX) 12.7 $25M 474k 52.77
Dimensional Etf Trust Intl Core Equity (DFIC) 11.6 $23M 896k 25.53
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 10.9 $22M 419k 51.41
Ishares Tr Exponential Tech (XT) 10.8 $21M 356k 59.87
Dimensional Etf Trust Us Small Cap Val (DFSV) 10.4 $21M 705k 29.12
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 8.7 $17M 517k 33.25
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 8.2 $16M 363k 44.60
Dimensional Etf Trust Us Equity Etf (DFUS) 4.9 $9.6M 186k 51.83
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.6 $9.0M 146k 61.53
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.7 $7.4M 124k 59.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.3 $4.5M 106k 42.40
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.3 $4.5M 93k 48.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $3.9M 134k 29.23
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $1.9M 76k 24.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.7M 14k 115.03
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.7 $1.5M 60k 24.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $694k 4.2k 165.26
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $551k 9.1k 60.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $506k 11k 47.90
Apple (AAPL) 0.2 $479k 2.5k 192.53
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $478k 4.8k 99.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $454k 954.00 475.56
Ishares Tr Msci Eafe Etf (EFA) 0.2 $452k 6.0k 75.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $434k 1.4k 303.14
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $415k 6.0k 69.21
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $413k 5.1k 81.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $379k 4.6k 82.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $363k 3.2k 114.04
Microsoft Corporation (MSFT) 0.2 $325k 864.00 376.04
Alphabet Cap Stk Cl A (GOOGL) 0.2 $325k 2.3k 139.69
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $305k 13k 22.70
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $282k 10k 27.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $265k 956.00 277.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $263k 5.6k 47.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $262k 1.9k 140.95
Linde SHS (LIN) 0.1 $256k 624.00 410.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $253k 1.2k 213.33
Lowe's Companies (LOW) 0.1 $241k 1.1k 222.45
Procter & Gamble Company (PG) 0.1 $216k 1.5k 146.54
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $204k 4.2k 48.51