Notify me when Financial Alternatives, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 87 | $172,023,336 | +$5,982,753 | -$2,389,264 | +$3,593,489 | DFAC, DFAI, VWOB, VTI, DFAE | 13F-HR | 03 Feb 2026, 21:44 |
| Q3 2025 | 86 | $165,146,053 | +$3,071,513 | -$1,305,513 | +$1,766,000 | DFAC, DFAI, VWOB, VTI, DFAE | 13F-HR | 04 Nov 2025, 21:57 |
| Q2 2025 | 86 | $153,633,711 | +$4,756,028 | -$999,605 | +$3,756,423 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 05 Aug 2025, 19:45 |
| Q1 2025 | 81 | $140,279,408 | +$2,552,154 | -$2,527,494 | +$24,660 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 02 May 2025, 13:35 |
| Q4 2024 | 81 | $141,808,941 | +$4,096,827 | -$1,427,578 | +$2,669,249 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 13 Feb 2025, 13:57 |
| Q3 2024 | 85 | $142,141,803 | +$1,327,448 | -$1,396,200 | -$68,752 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 14 Nov 2024, 11:48 |
| Q2 2024 | 82 | $133,072,633 | +$4,963,145 | -$1,519,516 | +$3,443,629 | DFAC, DFAI, VWOB, VTI, DFAE | 13F-HR | 07 Aug 2024, 19:28 |
| Q1 2024 | 82 | $129,302,889 | +$5,859,772 | -$1,311,373 | +$4,548,399 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 10 May 2024, 12:29 |
| Q4 2023 | 80 | $118,382,953 | +$4,217,619 | -$3,722,471 | +$495,148 | DFAC, DFAI, VWOB, VTI, EMB | 13F-HR | 13 Feb 2024, 18:40 |
| Q3 2023 | 78 | $108,000,078 | +$3,000,943 | -$577,890 | +$2,423,053 | DFAC, DFAI, VWOB, VTI, JEPI | 13F-HR | 13 Nov 2023, 18:47 |
| Q2 2023 | 76 | $110,473,284 | +$4,725,743 | -$2,197,082 | +$2,528,661 | DFAC, DFAI, VWOB, VTI, DFAE | 13F-HR | 11 Aug 2023, 16:48 |
| Q1 2023 | 76 | $104,369,445 | +$2,525,416 | -$3,293,658 | -$768,242 | DFAC, VWOB, DFAI, VTI, JEPI | 13F-HR | 05 May 2023, 17:54 |
| Q4 2022 | 78 | $100,707,875 | $0 | $0 | $0 | DFAC, VWOB, DFAI, VTI, JEPI | 13F-HR | 10 Mar 2023, 12:24 |