SEC Form 13F

Financial Alternatives, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$202,940,129
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$37,034,356834,859
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$34,496,080836,269
VANGUARD WHITEHALL FDSVWOBEM MK GOV BD ETF$16,961,513252,253
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$12,784,962317,955
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$7,322,802129,653
VANGUARD INDEX FDSVNQREAL ESTATE ETF$6,756,94070,071
ISHARES GOLD TRIAUISHARES NEW$5,177,11768,562
ISHARES TREMBJPMORGAN USD EMG$5,074,02652,613
VANGUARD INDEX FDSVTITOTAL STK MKT$5,012,87813,547
VANGUARD INTL EQUITY INDEX FVNQIGLB EX US ETF$4,834,465107,792

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page