ALM First Financial Advisors, LLC
CIK 1950054 · Holdings on Dec 31, 2024 · First reported Jan 15, 2025
Top ten holdings
Q4 2024- VOO31.13%
- TRTY12.03%
- GMOM11.95%
- BND8.21%
- VAMO5.17%
- GVAL4.81%
- SYLD3.18%
- SCHP2.73%
- EMLC2.72%
- FMF2.70%
Share classes counted separately84.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -1.47 pp32.60% → 31.13%Shares 0 (0.00%)
- BNDWeight increased · +0.73 pp7.48% → 8.21%Shares +81.41K (+20.26%)
- GMOMWeight decreased · -0.32 pp12.27% → 11.95%Shares +104.40K (+6.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $131.70M | 31.13% | 295.74K shares | 32.60% → 31.13%-1.47 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | TRTYCAMBRIA TRINITY ETFETF View history and evidence | $50.88M | 12.03% | 2.04M shares | 11.71% → 12.03%+0.32 pp +218.73K (+11.99%) | Added | ↗▾ |
| 03 | GMOMCAMBRIA GLOBAL MOMENTUM ETFETF View history and evidence | $50.57M | 11.95% | 1.78M shares | 12.27% → 11.95%-0.32 pp +104.40K (+6.24%) | Added | ↗▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $34.74M | 8.21% | 483.15K shares | 7.48% → 8.21%+0.73 pp +81.41K (+20.26%) | Added | ↗▾ |
| 05 | VAMOCAMBRIA VALUE & MOMENTUM ETFETF View history and evidence | $21.88M | 5.17% | 756.88K shares | 5.18% → 5.17%-0.01 pp +52.38K (+7.43%) | Added | ↗▾ |
| 06 | GVALCAMBRIA GLOBAL VALUE ETFETF View history and evidence | $20.35M | 4.81% | 1.01M shares | 4.83% → 4.81%-0.02 pp +108.38K (+12.04%) | Added | ↗▾ |
| 07 | SYLDCAMBRIA SHAREHOLDER YIELD ETETF View history and evidence | $13.44M | 3.18% | 209.77K shares | 3.36% → 3.18%-0.18 pp +9.77K (+4.88%) | Added | ↗▾ |
| 08 | SCHPSCHWAB U.S. TIPS ETFETF View history and evidence | $11.57M | 2.73% | 447.87K shares | 2.50% → 2.73%+0.23 pp +260.00K (+138.39%) | Added | ↗▾ |
| 09 | EMLCVANECK JPM EM LOCAL CURR BNDETF View history and evidence | $11.52M | 2.72% | 498.42K shares | 2.59% → 2.72%+0.13 pp +87.62K (+21.33%) | Added | ↗▾ |
| 10 | FMFFIRST TRUST MANAGED FUTURESETF View history and evidence | $11.44M | 2.70% | 240.49K shares | 2.43% → 2.70%+0.27 pp +33.60K (+16.24%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1950054 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 423133428
}Take these holdings further.
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