Financial Alternatives, Inc Top Holdings and 13F Report (2025) About Financial Alternatives, IncInvestment ActivityFinancial Alternatives, Inc has $140.28 million in total holdings as of March 31, 2025.Financial Alternatives, Inc owns shares of 81 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Financial Alternatives, Inc has purchased 81 new stocks and bought additional shares in 13 stocks.Financial Alternatives, Inc sold shares of 28 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $20,295,222Dimensional International Core Equity Market ETF $14,313,681Vanguard Emerging Markets Government Bond ETF $12,438,829Vanguard Total Stock Market ETF $8,921,248JPMorgan Equity Premium Income ETF $6,723,117 Largest Purchases this Quarter Vanguard Emerging Markets Government Bond ETF 11,799 shares (about $757.50K)Dimensional International Core Equity Market ETF 15,723 shares (about $491.03K)Vanguard Total Stock Market ETF 1,214 shares (about $333.65K)JPMorgan Equity Premium Income ETF 5,025 shares (about $287.13K)Vanguard Global ex-U.S. Real Estate ETF 5,726 shares (about $231.67K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 24,027 shares (about $792.65K)Eaton Vance Risk-Managed Diversified Equity Income Fund 44,376 shares (about $375.42K)Dimensional Emerging Core Equity Market ETF 8,676 shares (about $224.62K)Vanguard Russell 1000 Growth ETF 2,279 shares (about $211.47K)iShares J.P. Morgan USD Emerging Markets Bond ETF 1,969 shares (about $178.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Alternatives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$20,295,222$792,651 ▼-3.8%615,19314.5%ETFDFAIDimensional International Core Equity Market ETF$14,313,681$491,029 ▲3.6%458,33110.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$12,438,829$757,497 ▲6.5%193,7518.9%ETFVTIVanguard Total Stock Market ETF$8,921,248$333,654 ▲3.9%32,4606.4%ETFJEPIJPMorgan Equity Premium Income ETF$6,723,117$287,130 ▲4.5%117,6604.8%ETFDFAEDimensional Emerging Core Equity Market ETF$5,958,960$224,621 ▼-3.6%230,1654.2%ETFVNQVanguard Real Estate ETF$5,343,563$172,388 ▲3.3%59,0193.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,108,367$178,372 ▼-3.4%56,3903.6%ETFIAUiShares Gold Trust$3,968,421$16,037 ▼-0.4%67,3072.8%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$3,619,849$231,675 ▲6.8%89,4672.6%ETFVUGVanguard Growth ETF$3,084,852$5,191 ▼-0.2%8,3192.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,037,265$78,338 ▼-2.5%38,5002.2%ETFAAPLApple$2,919,801$2,665 ▼-0.1%13,1452.1%Computer and TechnologyVVVanguard Large-Cap ETF$2,499,1030.0%9,7231.8%ETFHDHome Depot$2,171,196$109,953 ▼-4.8%5,9241.5%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$1,915,158$65,809 ▼-3.3%49,8221.4%ETFDFICDimensional International Core Equity 2 ETF$1,840,818$23,827 ▼-1.3%66,2881.3%ETFETJEaton Vance Risk-Managed Diversified Equity Income Fund$1,804,138$375,421 ▼-17.2%213,2551.3%Financial ServicesVONGVanguard Russell 1000 Growth ETF$1,673,368$211,468 ▼-11.2%18,0341.2%ETFBRK.ABerkshire Hathaway$1,596,8840.0%21.1%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$1,528,436$1,349 ▼-0.1%57,7641.1%ETFBRK.BBerkshire Hathaway$1,394,828$217,293 ▲18.5%2,6191.0%FinanceSPGPInvesco S&P 500 GARP ETF$1,343,3860.0%13,4501.0%ETFXOMExxon Mobil$1,129,241$15,104 ▼-1.3%9,4950.8%EnergyIJTiShares S&P Small-Cap 600 Growth ETF$1,028,8680.0%8,2640.7%ETFIXUSiShares Core MSCI Total International Stock ETF$1,005,7530.0%14,4070.7%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$1,005,6130.0%2,3950.7%FinanceVEUVanguard FTSE All-World ex-US ETF$1,005,319$51,622 ▼-4.9%16,5730.7%ETFVBRVanguard Small-Cap Value ETF$836,226$12,481 ▼-1.5%4,4890.6%ETFTSLATesla$760,752$2,074 ▲0.3%2,9350.5%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$756,5160.0%9,0840.5%ETFSPYSPDR S&P 500 ETF Trust$749,8850.0%1,3410.5%FinanceIWPiShares Russell Mid-Cap Growth ETF$721,3890.0%6,1400.5%ETFVBKVanguard Small-Cap Growth ETF$715,7830.0%2,8430.5%ETFVOEVanguard Mid-Cap Value ETF$706,6490.0%4,4020.5%ETFCOSTCostco Wholesale$636,5100.0%6730.5%Retail/WholesaleVVisa$631,169$5,958 ▼-0.9%1,8010.4%Business ServicesVIGVanguard Dividend Appreciation ETF$585,6560.0%3,0190.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$581,9560.0%5,9700.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$575,928$36,680 ▲6.8%21,9820.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$562,4670.0%4,6100.4%ETFFOFCohen & Steers Closed-End Opportunity Fund$561,0990.0%46,4870.4%Financial ServicesGSBDGoldman Sachs BDC$556,577$64,779 ▼-10.4%47,8570.4%FinanceVOVanguard Mid-Cap ETF$545,6890.0%2,1100.4%ETFIWSiShares Russell Mid-Cap Value ETF$461,3030.0%3,6620.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$455,6930.0%3,8060.3%ETFQCOMQUALCOMM$454,9930.0%2,9620.3%Computer and TechnologyAMZNAmazon.com$442,1650.0%2,3240.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$439,1210.0%8,6390.3%ETFESGVVanguard ESG U.S. Stock ETF$393,579$196 ▲0.0%4,0180.3%ETFMGVVanguard Mega Cap Value ETF$348,1260.0%2,7020.2%ETFEFAiShares MSCI EAFE ETF$343,2660.0%4,2000.2%FinanceEZUiShares MSCI Eurozone ETF$340,8000.0%6,4000.2%ETFADBEAdobe$331,7540.0%8650.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$324,4290.0%3,8140.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$315,458$21,176 ▲7.2%6,6440.2%ETFIFGLiShares International Developed Real Estate ETF$315,021$414 ▼-0.1%15,9670.2%ManufacturingAPHAmphenol$314,8320.0%4,8000.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$312,496$47,662 ▼-13.2%6,9040.2%ETFGOOGLAlphabet$307,342$18,561 ▼-5.7%1,9870.2%Computer and TechnologyPRFZInvesco RAFI US 1500 Small-Mid ETF$301,9720.0%7,9760.2%ManufacturingIVViShares Core S&P 500 ETF$294,436$23,600 ▼-7.4%5240.2%ETFSRESempra$294,0040.0%4,1200.2%UtilitiesGOOGAlphabet$287,464$39,058 ▼-12.0%1,8400.2%Computer and TechnologyCGBDCarlyle Secured Lending$284,623$38,832 ▼-12.0%17,5910.2%FinancePRFInvesco RAFI US 1000 ETF$279,638$37,460 ▼-11.8%6,9200.2%ETFSPGIS&P Global$278,439$50,810 ▼-15.4%5480.2%Business ServicesPDIPIMCO Dynamic Income Fund$274,7060.0%13,8740.2%Financial ServicesIYFiShares U.S. Financials ETF$271,5180.0%2,4060.2%ETFIWBiShares Russell 1000 ETF$261,0360.0%8510.2%ETFMSFTMicrosoft$256,016$1,126 ▲0.4%6820.2%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$255,8230.0%8280.2%ETFNVDANVIDIA$253,761$15,176 ▼-5.6%2,3410.2%Computer and TechnologyVPLVanguard FTSE Pacific ETF$250,5960.0%3,4580.2%ETFIEUSiShares MSCI Europe Small-Cap ETF$249,9160.0%4,3600.2%ManufacturingROPRoper Technologies$235,8320.0%4000.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$220,606$236 ▲0.1%3,7400.2%ETFVOOGVanguard S&P 500 Growth ETF$207,3780.0%6200.1%ETFJPSTJPMorgan Ultra-Short Income ETF$202,5200.0%4,0000.1%ETFPFNPIMCO Income Strategy Fund II$134,710$20,275 ▼-13.1%17,8660.1%Financial ServicesETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$124,5010.0%15,0910.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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