Financial Alternatives, Inc
Q3 2025 13F Holdings
- Locationla jolla, CA
- Num holdings
86
- Value ($000)
$165,146
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0001967227
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $24.18M | 15 % | 626,927 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $17.34M | 11 % | 477,111 | ||
V VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $13.79M | 8 % | 206,060 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.26M | 7 % | 34,302 | ||
D DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $7.57M | 5 % | 240,075 | ||
J J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $6.96M | 4 % | 121,912 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.66M | 3 % | 61,861 | ||
E ISHARES TR | JPMORGAN USD EMG | 464288281 | $5.45M | 3 % | 57,208 | ||
I ISHARES GOLD TR | ISHARES NEW | 464285204 | $4.88M | 3 % | 67,108 | ||
V VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $4.39M | 3 % | 91,885 |
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