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Financial Alternatives Portfolio holdings

AUM $203M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
+7.79%
1 Year Est. Return
+18.47%
3 Year Est. Return
+50.24%
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
+$100M
Cap. Flow %
99.45%
Top 10 Hldgs %
55.26%
Holding
78
New
78
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.65%
2 Financials 4.07%
3 Consumer Discretionary 2.26%
4 Technology 1.84%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$9.7M 9.63%
+399,548
New +$9.72M
VWOB icon
2
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.24B
$8.57M 8.51%
+140,485
New +$8.39M
DFAI
3
Dimensional International Core Equity Market ETF
DFAI
$18.3B
$8.1M 8.05%
+323,593
New +$7.77M
VTI icon
4
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$5.21M 5.18%
+27,276
New +$5.26M
JEPI icon
5
JPMorgan Equity Premium Income ETF
JEPI
$46.3B
$5.11M 5.07%
+93,792
New +$5.09M
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$4.56M 4.53%
+53,936
New +$4.46M
DFAE icon
7
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
$4.16M 4.13%
+189,549
New +$4.03M
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$38.9B
$3.73M 3.71%
+45,245
New +$3.75M
HYG icon
9
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$3.7M 3.67%
+50,238
New +$3.7M
VNQI icon
10
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$2.8M 2.78%
+67,753
New +$2.7M
ETJ
11
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$571M
$2.79M 2.77%
+372,342
New +$3.04M
IAU icon
12
iShares Gold Trust
IAU
$67.7B
$2.48M 2.46%
+71,662
New +$2.35M
HD icon
13
Home Depot
HD
$328B
$1.9M 1.89%
+6,025
New +$1.84M
VUG icon
14
Vanguard Morningstar Growth ETF
VUG
$229B
$1.84M 1.83%
+51,804
New +$1.91M
VV icon
15
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$1.75M 1.74%
+10,073
New +$1.77M
DFAU icon
16
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$1.62M 1.61%
+59,841
New +$1.63M
VONG icon
17
Vanguard Russell 1000 Growth ETF
VONG
$45.5B
$1.46M 1.45%
+26,463
New +$1.5M
DFIC icon
18
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$1.35M 1.34%
+60,533
New +$1.29M
DFEM icon
19
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.59B
$1.34M 1.33%
+59,663
New +$1.3M
VEU icon
20
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
$1.26M 1.25%
+25,174
New +$1.22M
XOM icon
21
ExxonMobil
XOM
$640B
$1.2M 1.19%
+10,868
New +$1.16M
SPGP icon
22
Invesco S&P 500 GARP ETF
SPGP
$2.3B
$1.18M 1.18%
+14,340
New +$1.18M
GSBD icon
23
Goldman Sachs BDC
GSBD
$1.14B
$1.16M 1.16%
+84,831
New +$1.27M
IXUS icon
24
iShares Core MSCI Total International Stock ETF
IXUS
$61B
$971K 0.96%
+16,778
New +$936K
AAPL icon
25
Apple
AAPL
$4.63T
$942K 0.94%
+7,249
New +$1.04M

Similar funds

Financial Alternatives's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Financial Alternatives, which disclosed 78 positions worth $101M. Its ten largest holdings account for 55% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 399,548 shares worth $9.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, followed by Financials and Consumer Discretionary.

  • Financial Alternatives's largest Q4 2022 buy was Dimensional US Core Equity 2 ETF: 399,548 shares worth $9.7M.
  • Financial Alternatives's ten largest holdings make up 55% of its $101M portfolio in Q4 2022.
  • Financial Alternatives disclosed 78 positions in Q4 2022, its first 13F filing on record.

Based on Financial Alternatives's 13F filing for Q4 2022, filed 10 Mar 2023.