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IF Advisors

Latest statistics and disclosures from IF Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109472

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Positions held by IF Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IF Advisors

IF Advisors holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Funds Vanguard Large-Cap ETF (VV)	10.4	$15M	49k	298.85	View chart
Vanguard Index Funds Vanguard FTSE Developed Markets ETF (VEA)	10.1	$14M	223k	64.08	View chart
Vanguard Index Funds Vanguard Mid-Cap ETF (VO)	7.1	$10M	35k	287.18	View chart
JPMorgan Trust I JPMorgan Ultra-Short Municipal Income ETF (JMST)	5.7	$8.1M	158k	50.98	View chart
Vanguard Index Funds Vanguard FTSE Emerging Markets ETF (VWO)	5.0	$7.0M	130k	54.05	View chart
Berkshire Hathaway Inc Del Class B Common Stock (BRK.B)	3.9	$5.5M	12k	479.20	View chart
Vanguard Index Funds Vanguard Value ETF (VTV)	3.7	$5.3M	27k	196.20	View chart
Vanguard Bond Index Funds Vanguard Total Bond Market ETF (BND)	3.7	$5.3M	72k	73.64	View chart
iShares Trust iShares MSCI EAFE Value ETF (EFV)	3.3	$4.7M	63k	74.35	View chart
Vanguard Index Funds Vanguard Small-Cap ETF (VB)	3.2	$4.6M	18k	261.92	View chart
iShares Trust iShares Short-Term National Muni Bond ETF (SUB)	3.2	$4.5M	43k	106.50	View chart
Vanguard Municipal Bond Funds Vanguard Short-Term Tax-Exempt Bond ETF (VTES)	3.2	$4.5M	45k	101.14	View chart
Vanguard Index Funds Vanguard Total Stock Market ETF (VTI)	3.0	$4.2M	13k	320.81	View chart
iShares Trust iShares 3-7 Year Treasury Bond ETF (IEI)	2.7	$3.8M	32k	118.60	View chart
American Century ETF Trust Avantis U.S. Small Cap Value ETF (AVUV)	2.6	$3.7M	33k	110.47	View chart
Vanguard Specialized Funds Vanguard Real Estate ETF (VNQ)	2.6	$3.6M	41k	88.70	View chart
Schwab Strategic Trust Schwab U.S. Large-Cap ETF (SCHX)	2.3	$3.2M	125k	25.64	View chart
Schwab Strategic Trust Schwab International Equity ETF (SCHF)	1.9	$2.7M	109k	24.75	View chart
iShares Trust iShares 1-3 Year Treasury Bond ETF (SHY)	1.9	$2.6M	32k	82.57	View chart
Schwab Strategic Trust Schwab U.S. Small-Cap ETF (SCHA)	1.7	$2.4M	83k	29.08	View chart
Janus Detroit Street Trust Janus Henderson AAA CLO ETF (JAAA)	1.7	$2.4M	47k	50.37	View chart
American Century ETF Trust Avantis U.S. Large Cap Value ETF (AVLV)	1.5	$2.2M	27k	80.61	View chart
Vanguard Index Funds Vanguard Small-Cap Value ETF (VBR)	1.5	$2.1M	9.5k	217.25	View chart
Exxon Mobil Corp Common Stock (XOM)	1.4	$1.9M	11k	169.66	View chart
Schwab Strategic Trust Schwab U.S. Mid-Cap ETF (SCHM)	1.1	$1.5M	50k	30.96	View chart
iShares Trust iShares Russell 2000 ETF (IWM)	1.1	$1.5M	6.1k	248.00	View chart
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF (DFAC)	0.9	$1.3M	35k	38.86	View chart
American Century ETF Trust Avantis U.S. Equity ETF (AVUS)	0.8	$1.1M	10k	111.18	View chart
iShares Trust iShares 7-10 Year Treasury Bond ETF (IEF)	0.8	$1.1M	11k	95.44	View chart
Tesla Common Stock (TSLA)	0.7	$1.0M	2.8k	371.75	View chart
Schwab Strategic Trust Schwab U.S. Dividend Equity ETF (SCHD)	0.7	$930k	30k	30.68	View chart
Dimensional ETF Trust Dimensional International Core Equity 2 ETF (DFIC)	0.6	$913k	26k	35.53	View chart
Vanguard Municipal Bond Funds Vanguard Tax-Exempt Bond ETF (VTEB)	0.6	$798k	16k	49.89	View chart
Schwab Strategic Trust Schwab U.S. REIT ETF (SCHH)	0.5	$708k	33k	21.49	View chart
Schwab Strategic Trust Schwab International Dividend Equity ETF (SCHY)	0.5	$660k	21k	31.66	View chart
Schwab Strategic Trust Schwab Emerging Markets Equity ETF (SCHE)	0.5	$639k	19k	32.95	View chart
iShares Trust iShares Core MSCI Emerging Markets ETF (IEMG)	0.4	$578k	8.3k	69.75	View chart
Vanguard Index Funds Vanguard S&P 500 ETF (VOO)	0.4	$577k	965.00	597.55	View chart
Dimensional ETF Trust Dimensional Emerging Markets Core 2 ETF (DFEM)	0.3	$467k	14k	34.55	View chart
NVIDIA Corp Common Stock (NVDA)	0.3	$433k	2.5k	174.37	View chart
Pacer Funds Trust Pacer US Small Cap Cash Cows 100 ETF (CALF)	0.3	$397k	8.9k	44.87	View chart
iShares Trust iShares Core MSCI EAFE ETF (IEFA)	0.3	$368k	4.1k	90.53	View chart
Alphabet Class C Capital Stock (GOOG)	0.3	$366k	1.3k	286.86	View chart
SPDR Series Trust SPDR S&P 600 Small Cap Value ETF (SLYV)	0.3	$362k	3.8k	94.58	View chart
American Century ETF Trust Avantis International Large Cap Value ETF (AVIV)	0.2	$312k	4.2k	74.83	View chart
Schwab Strategic Trust Schwab U.S. Large-Cap Value ETF (SCHV)	0.2	$295k	9.7k	30.50	View chart
SPDR Series Trust SPDR Bloomberg 1-3 Month T-Bill ETF	0.2	$289k	3.2k	91.64	View chart
Vanguard Index Funds Vanguard Total International Stock ETF (VXUS)	0.2	$263k	3.4k	77.11	View chart
WisdomTree Trust WisdomTree U.S. MidCap Fund (EZM)	0.2	$253k	3.8k	67.22	View chart
Hilltop Holdings Common Stock (HTH)	0.2	$244k	6.8k	35.82	View chart
iShares Trust iShares Core S&P 500 ETF (IVV)	0.2	$231k	353.00	653.21	View chart
Oklo Class A Common Stock (OKLO)	0.2	$220k	4.4k	49.59	View chart
Commercial Metals Common Stock (CMC)	0.2	$217k	3.5k	61.43	View chart

Past Filings by IF Advisors

SEC 13F filings are viewable for IF Advisors going back to 2026

IF Advisors 2026 Q1 filed May 14, 2026

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