Financial Alternatives, Inc - Portfolio overview

Financial Alternatives, Inc has 88 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 17.23%
2. DFAI - DIMENSIONAL ETF TRUST, 17.21%
3. VWOB - VANGUARD WHITEHALL FDS, 8.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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