IF Advisors

IF Advisors as of March 31, 2026

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