• 13F History

Financial Alternatives, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$142M
Signature - Title
Christopher E. Jaccard - COO
Location
La Jolla, CA
Summary
This page shows a list of all the recent 13F filings made by Financial Alternatives, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Alternatives, Inc reported 81 stock holdings with total value $142M as of Q4 2024. Top holdings included DFAC, DFAI, VWOB, VTI, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 81 $142M +$4.1M -$1.43M +$2.67M DFAC, DFAI, VWOB, VTI, JEPI 13F-HR 2/13/2025, 01:57 PM
Q3 2024 85 $142M +$1.33M -$1.4M -$68.8K DFAC, DFAI, VWOB, VTI, JEPI 13F-HR 11/14/2024, 11:48 AM
Q2 2024 82 $133M +$4.96M -$1.52M +$3.44M DFAC, DFAI, VWOB, VTI, DFAE 13F-HR 8/7/2024, 07:28 PM
Q1 2024 82 $129M +$5.86M -$1.31M +$4.55M DFAC, DFAI, VWOB, VTI, JEPI 13F-HR 5/10/2024, 12:29 PM
Q4 2023 80 $118M +$4.22M -$3.72M +$495K DFAC, DFAI, VWOB, VTI, EMB 13F-HR 2/13/2024, 06:40 PM
Q3 2023 79 $108M +$3M -$578K +$2.42M DFAC, DFAI, VWOB, VTI, JEPI 13F-HR 11/13/2023, 06:47 PM
Q2 2023 76 $110M +$4.73M -$1.18M +$3.54M DFAC, DFAI, VWOB, VTI, DFAE 13F-HR 8/11/2023, 04:48 PM
Q1 2023 76 $104M +$2.53M -$2.11M +$415K DFAC, VWOB, DFAI, VTI, JEPI 13F-HR 5/5/2023, 05:54 PM
Q4 2022 78 $101M DFAC, VWOB, DFAI, VTI, JEPI 13F-HR 3/10/2023, 11:24 AM