The Analysis of Alpha Financial Advisors, LLC's Holdings
Currently, Alpha Financial Advisors, LLC holds 67 types of securities in its portfolio with a total value $327.0M. In the most recent quarter, they have increased their positions in AVEM (+237.6K shares, valued at $18.3M), DFAU (+100.3K shares, valued at $4.7M), DFIC (+112.1K shares, valued at $3.9M); decreased their positions in DFUS (-7.9K shares, valued at $587.2K), DCOR (-3.5K shares, valued at $257.6K), QQQM (-945 shares, valued at $239.0K); initiated new positions in AVEM (+237.6K shares, valued at $18.3M), VTI (+1.9K shares, valued at $645.6K), FENI (+14.2K shares, valued at $518.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST904.3K shares12.48%2025-12-312026-01-20
DFIC DIMENSIONAL ETF TRUST1.2M shares10.50%2025-12-312026-01-20 DFGX DIMENSIONAL ETF TRUST657.6K shares9.31%2025-12-312026-01-20 TSPA T ROWE PRICE ETF INC772.8K shares5.27%2025-12-312026-01-20 DFCF DIMENSIONAL ETF TRUST496.3K shares16.44%2025-12-312026-01-20 CGGR CAPITAL GROUP GROWTH ETF430.9K shares1.31%2025-12-312026-01-20 AVEM AMERICAN CENTY ETF TR237.6K sharesnew addition2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST529.9K shares6.62%2025-12-312026-01-20 FIXD FIRST TR EXCHNG TRADED FD VI384.7K shares8.93%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST170.3K shares-4.44%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II38.4K shares-2.40%2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST93.1K shares-2.16%2025-12-312026-01-20 NEAR ISHARES U S ETF TR111.8K shares5.22%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST121.9K shares-0.75%2025-12-312026-01-20 DCOR DIMENSIONAL ETF TRUST57.4K shares-5.75%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR26.3K shares0.00%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST64.9K shares-0.30%2025-12-312026-01-20 VSS VANGUARD INTL EQUITY INDEX F11.4K shares-5.96%2025-12-312026-01-20 DEHP DIMENSIONAL ETF TRUST48.8K shares-5.83%2025-12-312026-01-20 CGCP CAPITAL GRP FIXED INCM ETF T66.0K shares0.00%2025-12-312026-01-20 AGG ISHARES TR12.4K shares-10.86%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR1.6K shares29.57%2025-12-312026-01-20 AAPL APPLE INC3.9K shares5.06%2025-12-312026-01-20 IWD ISHARES TR4.0K shares0.00%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC2.4K shares-3.44%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS12.2K shares-3.96%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR21.5K shares0.00%2025-12-312026-01-20 DFGP DIMENSIONAL ETF TRUST12.7K shares22.38%2025-12-312026-01-20 ALPHABET INC ALPHABET INC2.1K shares-8.62%2025-12-312026-01-20 VTI VANGUARD INDEX FDS1.9K sharesnew addition2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.9K shares4.91%2025-12-312026-01-20 IWF ISHARES TR1.2K shares0.00%2025-12-312026-01-20 MSFT MICROSOFT CORP1.2K shares-8.52%2025-12-312026-01-20 AVUS AMERICAN CENTY ETF TR4.9K shares0.00%2025-12-312026-01-20 FENI FIDELITY COVINGTON TRUST14.2K sharesnew addition2025-12-312026-01-20 LLY ELI LILLY & CO451 shares0.00%2025-12-312026-01-20 DFAW DIMENSIONAL ETF TRUST6.4K shares76.67%2025-12-312026-01-20 AVDE AMERICAN CENTY ETF TR5.3K shares0.00%2025-12-312026-01-20 IVV ISHARES TR616 shares10.39%2025-12-312026-01-20 BNDW VANGUARD SCOTTSDALE FDS5.9K shares3.98%2025-12-312026-01-20 GOVT ISHARES TR17.3K sharesnew addition2025-12-312026-01-20 BAC BANK AMERICA CORP6.8K shares-8.79%2025-12-312026-01-20 USXF ISHARES TR6.0K shares3.07%2025-12-312026-01-20 VUG VANGUARD INDEX FDS697 shares2.35%2025-12-312026-01-20 NVDA NVIDIA CORPORATION1.7K shares2.67%2025-12-312026-01-20 VB VANGUARD INDEX FDS1.2K shares0.09%2025-12-312026-01-20 IJJ ISHARES TR2.2K shares-5.22%2025-12-312026-01-20 DFSU DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS1.3K shares-0.08%2025-12-312026-01-20 IJH ISHARES TR4.2K shares0.00%2025-12-312026-01-20 MBB ISHARES TR2.9K sharesnew addition2025-12-312026-01-20 LINDE PLC LINDE PLC628 shares-0.48%2025-12-312026-01-20 DUSB DIMENSIONAL ETF TRUST5.2K shares0.00%2025-12-312026-01-20 INVESCO QQQ TR INVESCO QQQ TR427 sharesnew addition2025-12-312026-01-20 AMZN AMAZON COM INC1.1K shares1.45%2025-12-312026-01-20 EFA ISHARES TR2.6K shares-24.60%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.757 sharesnew addition2025-12-312026-01-20 PG PROCTER AND GAMBLE CO1.7K shares-14.15%2025-12-312026-01-20 ITOT ISHARES TR1.6K shares0.00%2025-12-312026-01-20 PWV INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC1.4K sharesnew addition2025-12-312026-01-20 DBAW DBX ETF TR5.5K shares1.91%2025-12-312026-01-20 ORCL ORACLE CORP1.1K shares-0.47%2025-12-312026-01-20 ABBV ABBVIE INC884 shares-1.34%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available