IFS Advisors

IFS Advisors as of March 31, 2021

Portfolio Holdings for IFS Advisors

IFS Advisors holds 24 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 28.7 $37M 92k 397.81
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 8.4 $11M 222k 48.27
Schwab Short-term U.s. Treasury Etf Sht Tm Us Tres (SCHO) 8.3 $11M 208k 51.31
Vanguard Total Bond Market Index Fund Total Bnd Mrkt (BND) 7.6 $9.7M 114k 84.72
Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 7.5 $9.5M 111k 86.25
Ishares S&p Small-cap Fund Core S&p Scp Etf (IJR) 5.7 $7.3M 68k 108.53
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 5.6 $7.1M 20k 364.28
Ishares S&p Midcap Fund Core S&p Mcp Etf (IJH) 5.6 $7.1M 27k 260.26
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI) 4.7 $6.1M 189k 32.08
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA) 4.2 $5.4M 54k 99.66
Ishares 1-5 Year Investment Grade Corporate Bond Etf Ishs 1-5yr Invs (IGSB) 3.6 $4.6M 84k 54.67
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Inv Grd Crp Bd (CORP) 2.1 $2.7M 24k 111.41
Vanguard Extended Market Index Fund Extend Mkt Etf (VXF) 1.7 $2.2M 12k 176.86
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 1.6 $2.0M 19k 107.81
Ishares National Muni Bond Etf National Mun Etf (MUB) 1.3 $1.6M 14k 116.01
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.7 $884k 7.8k 113.83
Ishares Russell 1000 Etf Rus 1000 Etf (IWB) 0.6 $738k 3.3k 223.57
Fidelity Msci Real Estate Index Etf Msci Rl Est Etf (FREL) 0.4 $573k 21k 27.45
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.4 $553k 2.3k 242.86
Ishares 7-10 Year Treasury Bond Etf Barclays 7 10 Yr (IEF) 0.4 $471k 4.2k 112.71
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 0.3 $380k 2.9k 129.65
Tesla Motors (TSLA) 0.3 $321k 482.00 665.98
Wisdomtree U.s. Largecap Fund Us Largecap Fund (EPS) 0.2 $210k 4.9k 43.18
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.2 $201k 631.00 318.54