IFA

Index Fund Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15M
3
+$1.89M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.84M
5
AVEE icon
Avantis Emerging Markets Small Cap Equity ETF
AVEE
+$1.37M

Top Sells

1
+$45.5M
2
+$41.4M
3
+$38.9M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$31M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$16.8M

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Communication Services 0.11%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$39B
$256K 0.02%
3,274
+5
FNDX icon
77
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$256K 0.02%
10,842
-1,364
ANET icon
78
Arista Networks
ANET
$183B
$254K 0.02%
3,280
MSTR icon
79
Strategy Inc
MSTR
$86.7B
$253K 0.02%
879
-12
AVGO icon
80
Broadcom
AVGO
$1.62T
$252K 0.02%
1,507
-10
MDY icon
81
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$250K 0.02%
469
-34
VGK icon
82
Vanguard FTSE Europe ETF
VGK
$27.6B
$250K 0.02%
3,561
+5
SGOV icon
83
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$247K 0.02%
+2,451
AVSF icon
84
Avantis Short-Term Fixed Income ETF
AVSF
$677M
$244K 0.02%
5,219
-739
AVDV icon
85
Avantis International Small Cap Value ETF
AVDV
$12.3B
$243K 0.02%
3,491
-1,902
DFGP icon
86
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.82B
$243K 0.02%
4,543
-255
SCHX icon
87
Schwab US Large- Cap ETF
SCHX
$61.4B
$242K 0.02%
10,948
-3,832
VCSH icon
88
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$238K 0.01%
+3,014
PGR icon
89
Progressive
PGR
$130B
$232K 0.01%
+818
ABBV icon
90
AbbVie
ABBV
$409B
$227K 0.01%
1,082
-322
ISRG icon
91
Intuitive Surgical
ISRG
$166B
$221K 0.01%
447
ILCB icon
92
iShares Morningstar US Equity ETF
ILCB
$1.15B
$216K 0.01%
2,800
SCHF icon
93
Schwab International Equity ETF
SCHF
$52.4B
$213K 0.01%
10,767
-922
HON icon
94
Honeywell
HON
$133B
$207K 0.01%
977
-236
SCHZ icon
95
Schwab US Aggregate Bond ETF
SCHZ
$9.07B
$202K 0.01%
8,743
-1,245
AMGN icon
96
Amgen
AMGN
$162B
– –
-790
AVLV icon
97
Avantis US Large Cap Value ETF
AVLV
$8.35B
– –
-3,833
AVUV icon
98
Avantis US Small Cap Value ETF
AVUV
$18.3B
– –
-5,099
BK icon
99
Bank of New York Mellon
BK
$74.6B
– –
-5,032
BRK.A icon
100
Berkshire Hathaway Class A
BRK.A
$1.06T
– –
-1
1 2 3
4
5