The Analysis of Alpha Financial Advisors, LLC's Holdings
Currently, Alpha Financial Advisors, LLC holds 62 types of securities in its portfolio with a total value $284.1M. In the most recent quarter, they have increased their positions in NEAR (+106.2K shares, valued at $5.4M), DFAU (+48.0K shares, valued at $2.2M), DFCF (+46.5K shares, valued at $2.0M); decreased their positions in DFAS (-1.9K shares, valued at $129.0K), DFUS (-1.5K shares, valued at $111.0K), QQQM (-363 shares, valued at $89.7K); initiated new positions in NEAR (+106.2K shares, valued at $5.4M), DBAW (+5.4K shares, valued at $211.0K), ABBV (+896 shares, valued at $207.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST803.9K shares6.35%2025-09-302025-11-13
DFIC DIMENSIONAL ETF TRUST1.1M shares5.79%2025-09-302025-11-13 DFGX DIMENSIONAL ETF TRUST601.6K shares4.12%2025-09-302025-11-13 TSPA T ROWE PRICE ETF INC734.2K shares2.34%2025-09-302025-11-13 CGGR CAPITAL GROUP GROWTH ETF425.3K shares1.69%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST426.2K shares12.23%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST497.0K shares4.91%2025-09-302025-11-13 FIXD FIRST TR EXCHNG TRADED FD VI353.2K shares3.81%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST178.2K shares-0.85%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II39.4K shares-0.91%2025-09-302025-11-13 VOO VANGUARD INDEX FDS15.2K shares-0.54%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST95.1K shares-1.94%2025-09-302025-11-13 NEAR ISHARES U S ETF TR106.2K sharesnew addition2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST122.9K shares-0.30%2025-09-302025-11-13 DCOR DIMENSIONAL ETF TRUST60.9K shares0.00%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR26.3K shares2.62%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST65.1K shares-0.41%2025-09-302025-11-13 VSS VANGUARD INTL EQUITY INDEX F12.2K shares1.94%2025-09-302025-11-13 DEHP DIMENSIONAL ETF TRUST51.8K shares0.20%2025-09-302025-11-13 CGCP CAPITAL GRP FIXED INCM ETF T66.0K shares1.57%2025-09-302025-11-13 AGG ISHARES TR13.9K shares1.20%2025-09-302025-11-13 AAPL APPLE INC3.7K shares1.80%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC2.4K shares-4.53%2025-09-302025-11-13 IWD ISHARES TR4.0K shares-1.06%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR1.2K shares21.37%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS12.7K shares0.24%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR21.5K shares0.00%2025-09-302025-11-13 MSFT MICROSOFT CORP1.3K shares-3.10%2025-09-302025-11-13 IWF ISHARES TR1.2K shares-0.24%2025-09-302025-11-13 DFGP DIMENSIONAL ETF TRUST10.4K shares26.52%2025-09-302025-11-13 GOOGL ALPHABET INC2.3K shares1.98%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR4.9K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC1.8K shares0.83%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR5.3K shares-7.02%2025-09-302025-11-13 BNDW VANGUARD SCOTTSDALE FDS5.7K shares1.16%2025-09-302025-11-13 BAC BANK AMERICA CORP7.4K shares0.00%2025-09-302025-11-13 IVV ISHARES TR558 shares-3.96%2025-09-302025-11-13 LLY ELI LILLY & CO451 shares-0.66%2025-09-302025-11-13 USXF ISHARES TR5.8K shares0.22%2025-09-302025-11-13 EFA ISHARES TR3.5K shares0.37%2025-09-302025-11-13 VUG VANGUARD INDEX FDS681 shares0.15%2025-09-302025-11-13 VO VANGUARD INDEX FDS1.1K shares-3.48%2025-09-302025-11-13 NVDA NVIDIA CORPORATION1.6K shares-9.00%2025-09-302025-11-13 IJJ ISHARES TR2.3K shares0.00%2025-09-302025-11-13 ORCL ORACLE CORP1.1K shares0.47%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO2.0K shares-0.91%2025-09-302025-11-13 LIN LINDE PLC631 shares-0.16%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR10.9K shares1.14%2025-09-302025-11-13 VB VANGUARD INDEX FDS1.2K shares0.09%2025-09-302025-11-13 DFSU DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS1.3K shares-9.10%2025-09-302025-11-13 IJH ISHARES TR4.2K shares0.00%2025-09-302025-11-13 DUSB DIMENSIONAL ETF TRUST5.2K shares0.00%2025-09-302025-11-13 DFAW DIMENSIONAL ETF TRUST3.6K shares-24.44%2025-09-302025-11-13 AMZN AMAZON COM INC1.1K shares-7.70%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F3.3K shares0.48%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR8.5K shares-3.94%2025-09-302025-11-13 ITOT ISHARES TR1.6K shares0.00%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL451 shares0.00%2025-09-302025-11-13 PWV INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-09-302025-11-13 DBAW DBX ETF TR5.4K sharesnew addition2025-09-302025-11-13 ABBV ABBVIE INC896 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available