Index Fund Advisors

Index Fund Advisors as of Dec. 31, 2021

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 98 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 29.8 $419M 8.8M 47.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 29.3 $412M 6.9M 59.99
Dimensional Etf Trust Us Equity Etf (DFUS) 22.7 $319M 6.2M 51.70
Dimensional Etf Trust Internatnal Val (DFIV) 8.5 $119M 3.6M 32.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $23M 274k 84.75
Apple (AAPL) 1.2 $17M 95k 177.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.3M 26k 241.43
Amazon (AMZN) 0.4 $5.5M 1.7k 3334.14
Vanguard Index Fds Small Cp Etf (VB) 0.4 $5.4M 24k 226.02
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.8M 10k 476.92
Costco Wholesale Corporation (COST) 0.3 $4.3M 7.5k 567.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $3.7M 33k 113.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $3.7M 21k 178.86
Microsoft Corporation (MSFT) 0.2 $3.0M 9.1k 336.35
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.7M 11k 254.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $2.7M 92k 28.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.6M 5.4k 474.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M 14k 150.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.9M 23k 81.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.7M 15k 113.01
Johnson & Johnson (JNJ) 0.1 $1.5M 9.0k 171.12
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.5M 13k 114.51
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 10k 147.14
Jacobs Engineering 0.1 $1.5M 11k 139.19
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.5M 35k 41.99
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.4M 11k 128.65
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M 479.00 2897.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.2M 24k 50.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.1M 10k 106.98
Visa Com Cl A (V) 0.1 $1.0M 4.7k 216.77
Nuveen Mun High Income Opp F (NMZ) 0.1 $1.0M 66k 15.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $987k 16k 61.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $972k 9.1k 107.40
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $951k 23k 40.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $941k 8.1k 115.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $935k 3.1k 299.01
Starbucks Corporation (SBUX) 0.1 $919k 7.9k 117.03
Ishares Core Msci Emkt (IEMG) 0.1 $882k 15k 59.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $831k 8.1k 102.35
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $796k 11k 73.09
Tesla Motors (TSLA) 0.1 $788k 746.00 1056.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $772k 1.8k 436.65
Goldman Sachs (GS) 0.1 $736k 1.9k 382.74
JPMorgan Chase & Co. (JPM) 0.1 $711k 4.5k 158.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $709k 6.3k 112.18
Ishares Tr Msci Intl Sml Cp (ISCF) 0.1 $705k 20k 36.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $703k 243.00 2893.00
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $692k 27k 25.45
Abbvie (ABBV) 0.0 $671k 5.0k 135.42
Meta Platforms Cl A (META) 0.0 $652k 1.9k 336.26
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $651k 11k 60.93
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $599k 19k 30.97
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $591k 10k 59.27
Coca-Cola Company (KO) 0.0 $576k 9.7k 59.24
Pepsi (PEP) 0.0 $551k 3.2k 173.71
NVIDIA Corporation (NVDA) 0.0 $503k 1.7k 293.98
Ishares Tr Msci Eafe Etf (EFA) 0.0 $496k 6.3k 78.73
Vanguard World Mega Cap Index (MGC) 0.0 $487k 2.9k 167.99
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $481k 4.6k 104.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $479k 1.2k 397.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $451k 1.00 451000.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $450k 12k 38.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $449k 9.1k 49.45
UnitedHealth (UNH) 0.0 $445k 887.00 501.69
Provident Financial Services (PFS) 0.0 $445k 18k 24.23
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $441k 8.6k 51.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $439k 8.1k 53.89
Boeing Company (BA) 0.0 $423k 2.1k 201.33
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $414k 6.9k 60.25
Truist Financial Corp equities (TFC) 0.0 $405k 6.9k 58.59
Jefferies Finl Group (JEF) 0.0 $402k 10k 38.84
PPG Industries (PPG) 0.0 $388k 2.3k 172.29
Charles Schwab Corporation (SCHW) 0.0 $354k 4.2k 84.01
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $350k 9.5k 36.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $337k 10k 33.00
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $326k 7.0k 46.57
Ishares Tr Eafe Value Etf (EFV) 0.0 $296k 5.9k 50.34
Union Pacific Corporation (UNP) 0.0 $286k 1.1k 251.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $286k 3.5k 80.95
Thermo Fisher Scientific (TMO) 0.0 $283k 424.00 667.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $280k 1.7k 167.97
Vanguard Index Fds Large Cap Etf (VV) 0.0 $279k 1.3k 220.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $270k 9.1k 29.58
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $252k 5.0k 50.40
Stryker Corporation (SYK) 0.0 $231k 864.00 267.36
Advanced Micro Devices (AMD) 0.0 $231k 1.6k 143.93
Verizon Communications (VZ) 0.0 $229k 4.4k 51.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $227k 1.4k 162.49
United Parcel Service CL B (UPS) 0.0 $227k 1.1k 214.56
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $220k 1.1k 191.47
Oracle Corporation (ORCL) 0.0 $213k 2.4k 87.05
Ishares Tr Cohen Steer Reit (ICF) 0.0 $213k 2.8k 76.07
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $212k 3.6k 58.66
Intuitive Surgical Com New (ISRG) 0.0 $206k 573.00 359.51
At&t (T) 0.0 $204k 8.3k 24.55
Ishares Tr Residential Mult (REZ) 0.0 $203k 2.1k 98.02
Soc Telemed Com Cl A 0.0 $84k 66k 1.28
Caladrius Biosciences Com New 0.0 $9.0k 10k 0.86