Alpha Financial Advisors

Alpha Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Intl Core Equity (DFIC) 13.2 $29M 1.1M 25.84
Dimensional Etf Trust Global Ex Us Cor (DFGX) 12.7 $28M 535k 52.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.9 $24M 596k 40.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 10.3 $23M 738k 30.78
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.2 $20M 550k 37.17
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 8.8 $19M 358k 54.23
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 7.4 $16M 382k 42.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.9 $13M 314k 41.27
Dimensional Etf Trust Us Equity Market (DFUS) 5.3 $12M 182k 63.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.4 $7.5M 115k 65.08
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.1 $4.6M 94k 48.67
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $4.3M 125k 34.59
Ishares Tr Exponential Tech (XT) 1.0 $2.1M 35k 59.66
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $1.7M 69k 24.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.5M 13k 114.48
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.7 $1.5M 59k 24.74
T Rowe Price Etf Us Equity Resear (TSPA) 0.5 $1.2M 33k 36.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $744k 4.0k 185.15
Apple (AAPL) 0.3 $661k 2.6k 250.41
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $579k 6.0k 96.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $576k 982.00 586.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $547k 1.4k 401.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $510k 18k 27.87
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $478k 4.9k 96.93
Ishares Tr Msci Eafe Etf (EFA) 0.2 $472k 6.2k 75.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $442k 2.3k 189.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $398k 3.2k 124.96
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $375k 17k 22.20
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $372k 6.1k 61.37
Microsoft Corporation (MSFT) 0.2 $368k 873.00 421.50
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $364k 6.9k 52.83
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $353k 5.2k 68.19
Alphabet Cap Stk Cl C (GOOG) 0.2 $350k 1.8k 190.46
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $333k 5.3k 62.47
Ishares Tr Core S&p500 Etf (IVV) 0.1 $330k 560.00 588.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $310k 6.5k 47.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $290k 11k 27.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $284k 11k 25.86
NVIDIA Corporation (NVDA) 0.1 $281k 2.1k 134.29
Procter & Gamble Company (PG) 0.1 $267k 1.6k 167.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $266k 4.3k 62.31
Linde SHS (LIN) 0.1 $262k 626.00 418.67
Amazon (AMZN) 0.1 $258k 1.2k 219.39
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $258k 5.4k 47.77
Bank of America Corporation (BAC) 0.1 $235k 5.3k 43.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $227k 1.2k 195.83
Lowe's Companies (LOW) 0.1 $221k 895.00 246.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $203k 845.00 240.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $203k 1.6k 128.62