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Christopher E. Jaccard

Financial Alternatives, Inc

Assets Managed
$185.495M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
7.84%(2Q avg: 6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Alternatives, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Financial Alternatives, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.495M in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 6%. The portfolio is managed by Christopher E. Jaccard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 30.05%
17.46%
$32.371M
833,008 shares@ $38.86 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 66.6%
17.44%
$32.334M
829,923 shares@ $38.96 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 10.16%
8.63%
$15.991M
243,429 shares@ $65.7 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 29.1%
5.83%
$10.807M
319,154 shares@ $33.87 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 3.06%
4.07%
$7.549M
133,183 shares@ $56.69 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 4.08%
3.29%
$6.086M
68,616 shares@ $88.7 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.08%
3.24%
$5.993M
67,980 shares@ $88.17 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Decreased -7.62%
2.68%
$4.964M
52,852 shares@ $93.93 avg price
VNQI
Vanguard Glbl Ex-us Real Est
Recent Activity
Increased 5.31%
2.51%
$4.642M
104,431 shares@ $44.45 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -59.03%
2.47%
$4.578M
14,271 shares@ $320.81 avg price

1-10 of 79