IF Advisors

IF Advisors as of June 30, 2026

Portfolio Holdings for IF Advisors

IF Advisors holds 60 positions in its portfolio as reported in the June 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) 12.0 $18M 53k 343.91
Vanguard Index Funds Vanguard FTSE Developed Markets ETF (VEA) 10.7 $16M 228k 71.25
Vanguard Index Funds Vanguard Mid-Cap ETF (VO) 7.6 $12M 144k 80.57
Vanguard Index Funds Vanguard FTSE Emerging Markets ETF (VWO) 5.4 $8.3M 138k 59.69
Berkshire Hathaway Inc Del Class B Common Stock (BRK.B) 3.9 $5.9M 12k 500.39
Vanguard Index Funds Vanguard Value ETF (VTV) 3.8 $5.8M 27k 217.93
Vanguard Bond Index Funds Vanguard Total Bond Market ETF (BND) 3.6 $5.5M 75k 73.41
iShares Trust iShares MSCI EAFE Value ETF (EFV) 3.5 $5.4M 71k 76.55
Vanguard Index Funds Vanguard Small-Cap ETF (VB) 3.5 $5.4M 18k 303.12
Vanguard Index Funds Vanguard Total Stock Market ETF (VTI) 3.2 $4.9M 13k 370.04
American Century ETF Trust Avantis U.S. Small Cap Value ETF (AVUV) 3.0 $4.5M 36k 124.76
iShares Trust iShares 3-7 Year Treasury Bond ETF (IEI) 2.8 $4.2M 36k 117.45
Vanguard Specialized Funds Vanguard Real Estate ETF (VNQ) 2.7 $4.0M 42k 96.43
Schwab Strategic Trust Schwab U.S. Large-Cap ETF (SCHX) 2.6 $4.0M 136k 29.43
JPMorgan Trust I JPMorgan Ultra-Short Municipal Income ETF (JMST) 2.3 $3.5M 69k 51.00
Schwab Strategic Trust Schwab International Equity ETF (SCHF) 2.3 $3.5M 125k 27.70
Schwab Strategic Trust Schwab U.S. Small-Cap ETF (SCHA) 2.0 $3.0M 83k 36.13
iShares Trust iShares 1-3 Year Treasury Bond ETF (SHY) 2.0 $3.0M 36k 82.11
American Century ETF Trust Avantis U.S. Large Cap Value ETF (AVLV) 1.8 $2.7M 30k 91.21
Janus Detroit Street Trust Janus Henderson AAA CLO ETF (JAAA) 1.6 $2.4M 48k 50.49
Vanguard Index Funds Vanguard Small-Cap Value ETF (VBR) 1.5 $2.3M 9.5k 242.99
iShares Trust iShares Short-Term National Muni Bond ETF (SUB) 1.3 $2.0M 19k 106.47
Vanguard Municipal Bond Funds Vanguard Short-Term Tax-Exempt Bond ETF (VTES) 1.3 $2.0M 19k 101.31
Schwab Strategic Trust Schwab U.S. Mid-Cap ETF (SCHM) 1.2 $1.8M 50k 36.87
iShares Trust iShares Russell 2000 ETF (IWM) 1.2 $1.8M 6.1k 300.45
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF (DFAC) 1.0 $1.5M 35k 44.36
Exxon Mobil Corp Common Stock (XOM) 1.0 $1.5M 11k 136.72
iShares Trust iShares 7-10 Year Treasury Bond ETF (IEF) 0.9 $1.4M 14k 94.57
American Century ETF Trust Avantis U.S. Equity ETF (AVUS) 0.8 $1.3M 10k 128.08
Tesla Common Stock (TSLA) 0.8 $1.2M 2.8k 420.60
Schwab Strategic Trust Schwab U.S. Dividend Equity ETF (SCHD) 0.6 $961k 30k 31.71
Dimensional ETF Trust Dimensional International Core Equity 2 ETF (DFIC) 0.6 $958k 26k 37.26
Schwab Strategic Trust Schwab U.S. REIT ETF (SCHH) 0.5 $780k 33k 23.68
Schwab Strategic Trust Schwab Emerging Markets Equity ETF (SCHE) 0.5 $704k 19k 36.26
iShares Trust iShares Core MSCI Emerging Markets ETF (IEMG) 0.5 $686k 8.3k 82.84
Vanguard Index Funds Vanguard S&P 500 ETF (VOO) 0.4 $663k 965.00 686.81
Vanguard Municipal Bond Funds Vanguard Tax-Exempt Bond ETF (VTEB) 0.4 $556k 11k 50.58
Dimensional ETF Trust Dimensional Emerging Markets Core 2 ETF (DFEM) 0.4 $550k 14k 40.64
SPDR Series Trust SPDR Bloomberg 1-3 Month T-Bill ETF 0.3 $531k 5.8k 91.64
NVIDIA Corp Common Stock (NVDA) 0.3 $497k 2.5k 200.05
Schwab Strategic Trust Schwab International Dividend Equity ETF (SCHY) 0.3 $454k 14k 31.73
Alphabet Class C Capital Stock (GOOG) 0.3 $451k 1.3k 353.33
Pacer Funds Trust Pacer US Small Cap Cash Cows 100 ETF (CALF) 0.3 $448k 8.9k 50.61
American Century ETF Trust Avantis International Large Cap Value ETF (AVIV) 0.3 $439k 5.7k 77.42
SPDR Series Trust SPDR S&P 600 Small Cap Value ETF (SLYV) 0.3 $417k 3.8k 109.11
Lilly Eli & Co Common Stock (LLY) 0.3 $393k 328.00 1199.43
iShares Trust iShares Core MSCI EAFE ETF (IEFA) 0.3 $393k 4.1k 96.58
Schwab Strategic Trust Schwab U.S. Large-Cap Value ETF (SCHV) 0.2 $337k 9.7k 34.81
Vanguard Index Funds Vanguard Total International Stock ETF (VXUS) 0.2 $291k 3.4k 85.49
WisdomTree Trust WisdomTree U.S. MidCap Fund (EZM) 0.2 $285k 3.8k 75.78
iShares Trust iShares Core S&P 500 ETF (IVV) 0.2 $264k 353.00 748.89
Hilltop Holdings Common Stock (HTH) 0.2 $264k 6.8k 38.78
American Century ETF Trust Avantis U.S. Small Cap ETF (AVSC) 0.2 $233k 3.2k 73.34
Oklo Class A Common Stock (OKLO) 0.2 $233k 4.4k 52.33
Select Sector SPDR Trust Select Sector SPDR Real Estate ETF (XLRE) 0.1 $227k 5.1k 44.03
Vanguard Index Funds Vanguard Extended Market ETF (VXF) 0.1 $225k 915.00 246.21
American Century ETF Trust Avantis International Small Cap Value ETF (AVDV) 0.1 $224k 2.2k 103.05
Commercial Metals Common Stock (CMC) 0.1 $222k 3.5k 62.75
Amazon.com Common Stock (AMZN) 0.1 $220k 924.00 238.34
Vanguard Index Funds Vanguard Dividend Appreciation ETF (VIG) 0.1 $212k 897.00 236.62