$158 Million is the total value of Alpha Financial Advisors, LLC's 41 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $250,783 | – | 1,614 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 15.0% |
| ISHARES TR | 4 | Q3 2023 | 12.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 12.6% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 12.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.4% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 3.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.4% |
View Alpha Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-04-19 |
View Alpha Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.