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| Name: |
Alpha Financial Advisors LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28277 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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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 |
|
OMFL |
Oppenheimer Russell 1000 Dy... |
3 |
- |
$0.00 |
$22,975,000 |
415,995 |
10.83% |
1,453,000 |
-2,634 |
0.462 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
8 |
- |
$56.79 |
$10,585,000 |
185,758 |
4.99% |
953,000 |
-79 |
0.021 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
10 |
- |
$60.74 |
$7,673,000 |
123,078 |
3.62% |
305,000 |
-506 |
0.137 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
13 |
- |
$31.59 |
$4,252,000 |
133,097 |
2.01% |
343,000 |
-652 |
0.015 |
N/A |
|
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DFAX |
Dimensional Funds plc - Wor... |
14 |
- |
$25.90 |
$1,906,000 |
74,903 |
0.9% |
47,000 |
-1,229 |
0.008 |
N/A |
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VSS |
Vanguard FTSE All-Wld ex-US... |
15 |
- |
$119.18 |
$1,621,000 |
13,876 |
0.76% |
-40,000 |
-560 |
0.003 |
Closed - End Fund - Debt |
|
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DEHP |
Dfa Dimensional Emerging Mk... |
16 |
- |
$0.00 |
$1,473,000 |
59,363 |
0.69% |
8,000 |
-1,042 |
0.66 |
N/A |
|
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AVDE |
Avantis International Equit... |
18 |
- |
$64.51 |
$574,000 |
9,004 |
0.27% |
23,000 |
-115 |
0.01 |
N/A |
|
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BNDW |
Vanguard Total World Bond Etf |
31 |
- |
$0.00 |
$336,000 |
4,898 |
0.16% |
-79,000 |
-1,097 |
0.088 |
N/A |
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CWI |
streetTRACKS Spdr Ms |
37 |
- |
$28.70 |
$256,000 |
9,001 |
0.12% |
-26,000 |
-1,412 |
0.017 |
Closed - End Fund - E... |
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LOW |
Lowes Companies Inc |
41 |
- |
$215.46 |
$220,000 |
865 |
0.1% |
-20,000 |
-216 |
0 |
Home Improvement Stores |
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