AFA
Alpha Financial Advisors Portfolio holdings
AUM
$284M
1-Year Est. Return
11%
1 Year Est. Return
+11%
AUM
$259M
AUM Growth
+$33.9M
(+15%)
Holding
62
Top Buys
| 1 | +$9.03M | |
| 2 | +$8.66M | |
| 3 | +$4.07M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.33M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.98M |
Top Sells
| 1 | +$8.07M | |
| 2 | +$5.81M | |
| 3 | +$1.39M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$376K |
Sector Composition
| 1 | Technology | 0.75% |
| 2 | Healthcare | 0.45% |
| 3 | Communication Services | 0.28% |
| 4 | Financials | 0.22% |
| 5 | Consumer Staples | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.47B
| $265K | 0.1% |
5,230
|
|
||
52
Amazon
AMZN
$2.51T
| $262K | 0.1% |
1,195
+11
|
|
||
53
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
| $262K | 0.1% |
+6,671
|
|
||
54
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
| $262K | 0.1% |
4,221
-1
|
|
||
55
Oracle
ORCL
$635B
| $233K | 0.09% |
+1,067
|
|
||
56
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| $225K | 0.09% |
8,887
-1,269
|
|
||
57
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
| $224K | 0.09% |
+3,333
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.1T
| $219K | 0.08% |
451
+20
|
|
||
59
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
| $213K | 0.08% |
+1,577
|
|
||
60
Invesco Large Cap Value ETF
PWV
$1.22B
| $212K | 0.08% |
+3,405
|
|
||
61
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| – | – |
-5,400
|
|
||
62
Invesco S&P MidCap Quality ETF
XMHQ
$5.25B
| – | – |
-2,934
|
|