0001972138-24-000004.txt : 20240429 0001972138-24-000004.hdr.sgml : 20240429 20240429105015 ACCESSION NUMBER: 0001972138-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpha Financial Advisors, LLC CENTRAL INDEX KEY: 0001972138 ORGANIZATION NAME: IRS NUMBER: 371507209 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23181 FILM NUMBER: 24887897 BUSINESS ADDRESS: STREET 1: 11325 N COMMUNITY HOUSE RD. STREET 2: SUITE 410 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-716-1100 MAIL ADDRESS: STREET 1: 11325 N COMMUNITY HOUSE RD. STREET 2: SUITE 410 CITY: CHARLOTTE STATE: NC ZIP: 28277 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001972138 XXXXXXXX 03-31-2024 03-31-2024 Alpha Financial Advisors, LLC

11325 N COMMUNITY HOUSE RD. SUITE 410 CHARLOTTE NC 28277

13F HOLDINGS REPORT 028-23181 N Robert Craig Lowder 704-716-1100 Robert Craig Lowder Charlotte NC 04-29-2024 0 44 212048532 false INFORMATION TABLE 2 1Q24ALPHAFA13F.xml 1Q2024 ALPHA FA 13F ALPHABET INC CAP STK CL A 02079K305 351060 2326 SH SOLE 0 0 0 2326 ALPHABET INC CAP STK CL C 02079K107 283539 1862 SH SOLE 0 0 0 1862 AMAZON COM INC COM 023135106 236659 1312 SH SOLE 0 0 0 1312 AMERICAN CENTY ETF TR US EQT ETF 025072885 453305 5065 SH SOLE 0 0 0 5065 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 573920 9004 SH SOLE 0 0 0 9004 APPLE INC COM 037833100 427660 2494 SH SOLE 0 0 0 2494 BANK AMERICA CORP COM 060505104 203403 5364 SH SOLE 0 0 0 5364 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 301436 13421 SH SOLE 0 0 0 13421 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 21932644 728659 SH SOLE 0 0 0 728659 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 25422166 950361 SH SOLE 0 0 0 950361 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 1473397 59363 SH SOLE 0 0 0 59363 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 247873 4192 SH SOLE 0 0 0 4192 DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575 26346627 496971 SH SOLE 0 0 0 496971 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 20207546 553025 SH SOLE 0 0 0 553025 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 10584505 185758 SH SOLE 0 0 0 185758 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4252441 133097 SH SOLE 0 0 0 133097 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7672686 123078 SH SOLE 0 0 0 123078 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1905525 74903 SH SOLE 0 0 0 74903 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4916970 117210 SH SOLE 0 0 0 117210 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 201978 4200 SH SOLE 0 0 0 4200 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4540665 94107 SH SOLE 0 0 0 94107 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 16691753 382838 SH SOLE 0 0 0 382838 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 22975388 415995 SH SOLE 0 0 0 415995 ISHARES TR EXPONENTIAL TECH 46434V381 21722612 364351 SH SOLE 0 0 0 364351 ISHARES TR CORE US AGGBD ET 464287226 532445 5436 SH SOLE 0 0 0 5436 ISHARES TR MSCI EAFE ETF 464287465 480314 6014 SH SOLE 0 0 0 6014 ISHARES TR CORE S&P MCP ETF 464287507 283765 4672 SH SOLE 0 0 0 4672 ISHARES TR S&P MC 400VL ETF 464287705 376635 3184 SH SOLE 0 0 0 3184 ISHARES TR RUS 1000 VAL ETF 464287598 751789 4197 SH SOLE 0 0 0 4197 ISHARES TR RUS 1000 GRW ETF 464287614 482614 1432 SH SOLE 0 0 0 1432 LINDE PLC SHS G54950103 290200 625 SH SOLE 0 0 0 625 LOWES COS INC COM 548661107 220223 865 SH SOLE 0 0 0 865 MICROSOFT CORP COM 594918104 363502 864 SH SOLE 0 0 0 864 PROCTER AND GAMBLE CO COM 742718109 239806 1478 SH SOLE 0 0 0 1478 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 273733 5559 SH SOLE 0 0 0 5559 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 423872 4572 SH SOLE 0 0 0 4572 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 255628 9001 SH SOLE 0 0 0 9001 SPDR S&P 500 ETF TR TR UNIT 78462F103 503594 963 SH SOLE 0 0 0 963 VANGUARD INDEX FDS SMALL CP ETF 922908751 448770 1963 SH SOLE 0 0 0 1963 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1621272 13876 SH SOLE 0 0 0 13876 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 336067 4898 SH SOLE 0 0 0 4898 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 9480179 160030 SH SOLE 0 0 0 160030 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 211645 1159 SH SOLE 0 0 0 1159 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 546721 10897 SH SOLE 0 0 0 10897