Alpha Financial Advisors

Alpha Financial Advisors as of March 31, 2025

Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
T Rowe Price Etf Us Equity Resear (TSPA) 13.5 $31M 867k 35.16
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 13.4 $30M 785k 38.44
Dimensional Etf Trust Global Ex Us Cor (DFGX) 12.8 $29M 551k 52.25
Dimensional Etf Trust Intl Core Equity (DFIC) 11.7 $26M 946k 27.77
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.4 $21M 617k 34.25
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.6 $15M 340k 43.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.5 $15M 521k 28.15
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.2 $14M 334k 42.06
Dimensional Etf Trust Us Equity Market (DFUS) 4.9 $11M 183k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $6.1M 102k 59.75
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.1 $4.8M 98k 49.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.8 $4.1M 124k 32.99
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $1.8M 67k 26.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.5M 13k 115.60
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.6 $1.5M 65k 22.45
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.6 $1.4M 57k 25.22
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.2M 12k 98.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $757k 4.0k 188.18
Ishares Tr Core S&p500 Etf (IVV) 0.3 $667k 1.2k 561.99
Apple (AAPL) 0.3 $598k 2.7k 222.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $554k 990.00 559.49
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $482k 9.0k 53.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $458k 18k 25.04
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $455k 4.9k 92.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $446k 1.2k 361.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $381k 3.2k 119.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $379k 5.7k 66.27
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $373k 5.4k 68.81
Alphabet Cap Stk Cl A (GOOGL) 0.2 $368k 2.4k 154.64
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $351k 5.7k 61.28
Microsoft Corporation (MSFT) 0.1 $336k 896.00 375.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $327k 6.4k 50.83
Bank of America Corporation (BAC) 0.1 $307k 7.3k 41.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $299k 11k 27.96
Linde SHS (LIN) 0.1 $292k 628.00 465.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $292k 1.9k 156.25
Ishares Tr Msci Eafe Etf (EFA) 0.1 $281k 3.4k 81.73
Procter & Gamble Company (PG) 0.1 $273k 1.6k 170.42
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $271k 5.8k 46.67
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $269k 2.9k 91.53
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $265k 5.2k 50.73
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $257k 5.4k 47.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $246k 4.2k 58.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $238k 10k 23.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $230k 431.00 532.58
Amazon (AMZN) 0.1 $225k 1.2k 190.26
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $225k 1.2k 193.99
NVIDIA Corporation (NVDA) 0.1 $204k 1.9k 108.38