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| Name: |
Alpha Financial Advisors LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28277 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWD |
iShares Russell 1000 Value |
17 |
- |
$175.92 |
$752,000 |
4,197 |
0.35% |
58,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
22 |
- |
$352.63 |
$483,000 |
1,432 |
0.23% |
49,000 |
0 |
0.001 |
Closed - End Fund - E... |
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AVUS |
Avantis Us Equity Etf |
24 |
- |
$0.00 |
$453,000 |
5,065 |
0.21% |
40,000 |
0 |
0.006 |
N/A |
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SCHG |
Schwab Strategic Trust |
27 |
- |
$97.45 |
$424,000 |
4,572 |
0.2% |
45,000 |
0 |
0 |
Closed - End Fund - Debt |
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IJJ |
iShares S&P MC 400/BARRA VL |
28 |
- |
$113.89 |
$377,000 |
3,184 |
0.18% |
14,000 |
0 |
0.005 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
29 |
- |
$427.87 |
$364,000 |
864 |
0.17% |
39,000 |
0 |
0 |
Application Software |
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CGCP |
Capital Group Core Plus Inc... |
32 |
- |
$0.00 |
$301,000 |
13,421 |
0.14% |
-4,000 |
0 |
0.015 |
N/A |
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SCHA |
Schwab Strategic Trust |
36 |
- |
$47.33 |
$274,000 |
5,559 |
0.13% |
11,000 |
0 |
0 |
Closed - End Fund - Debt |
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DFNM |
Dfa Dimensional National Mu... |
44 |
- |
$0.00 |
$202,000 |
4,200 |
0.1% |
-2,000 |
0 |
0.026 |
N/A |
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