Index Fund Advisors

Index Fund Advisors as of March 31, 2023

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 88 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 24.5 $359M 8.1M 44.50
Dimensional Etf Trust Us Small Cap Etf (DFAS) 24.4 $357M 6.8M 52.70
Dimensional Etf Trust Us Equity Etf (DFUS) 18.2 $266M 6.0M 44.43
Dimensional Etf Trust Us Mktwide Value (DFUV) 16.3 $239M 7.1M 33.48
Dimensional Etf Trust Internatnal Val (DFIV) 8.0 $117M 3.6M 32.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $19M 258k 73.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.2 $18M 726k 24.93
Apple (AAPL) 0.7 $9.9M 60k 164.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.1M 30k 204.10
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.7M 11k 411.07
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.2M 22k 189.56
Sunstone Hotel Investors (SHO) 0.2 $3.4M 341k 9.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M 20k 158.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $2.7M 106k 25.48
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $2.7M 109k 24.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.4M 51k 48.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M 5.0k 409.37
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.0M 9.4k 210.91
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $1.8M 78k 22.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.7M 13k 134.07
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $1.7M 70k 23.80
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.5M 12k 123.71
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 10k 138.12
Microsoft Corporation (MSFT) 0.1 $1.4M 4.8k 288.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.3M 18k 76.74
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.3M 33k 40.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.3M 57k 23.02
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $1.3M 22k 57.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 12k 96.70
Amazon (AMZN) 0.1 $1.2M 11k 103.29
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $1.1M 45k 24.55
Jacobs Engineering Group (J) 0.1 $1.1M 9.2k 117.51
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.0M 23k 46.66
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $1.0M 43k 23.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $931k 10k 90.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $845k 16k 53.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $831k 10k 83.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $809k 8.8k 92.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $796k 2.1k 376.10
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $759k 23k 33.71
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $752k 18k 42.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $709k 17k 41.93
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $708k 7.6k 93.59
Ishares Core Msci Emkt (IEMG) 0.0 $706k 15k 48.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $650k 11k 59.51
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $622k 25k 24.79
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $610k 13k 46.34
Ishares Tr International Sl (ISCF) 0.0 $608k 20k 31.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $552k 1.8k 308.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $544k 11k 47.85
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $488k 9.6k 50.65
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $471k 18k 26.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $466k 1.00 465600.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $464k 6.3k 74.06
Ishares Tr Core Intl Aggr (IAGG) 0.0 $448k 9.1k 48.95
Alphabet Cap Stk Cl A (GOOGL) 0.0 $435k 4.2k 103.73
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $431k 6.3k 67.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $402k 12k 34.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $399k 6.8k 58.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $399k 8.8k 45.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $387k 8.3k 46.91
Charles Schwab Corporation (SCHW) 0.0 $379k 7.2k 52.38
UnitedHealth (UNH) 0.0 $372k 787.00 472.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $371k 6.1k 60.95
Oracle Corporation (ORCL) 0.0 $369k 4.0k 92.92
Exxon Mobil Corporation (XOM) 0.0 $367k 3.3k 109.67
Ishares Tr Msci Eafe Etf (EFA) 0.0 $361k 5.0k 71.52
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $354k 15k 22.98
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $336k 6.7k 50.38
Visa Com Cl A (V) 0.0 $325k 1.4k 225.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $322k 1.0k 320.85
Alphabet Cap Stk Cl C (GOOG) 0.0 $318k 3.1k 104.00
JPMorgan Chase & Co. (JPM) 0.0 $314k 2.4k 130.30
Tesla Motors (TSLA) 0.0 $305k 1.5k 207.46
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $295k 9.5k 31.01
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $294k 12k 25.14
Ishares Tr Eafe Value Etf (EFV) 0.0 $289k 6.0k 48.53
Ishares Tr Broad Usd High (USHY) 0.0 $271k 7.6k 35.55
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $264k 6.0k 44.10
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $251k 4.8k 52.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $248k 3.2k 76.48
Provident Financial Services (PFS) 0.0 $225k 12k 19.18
Union Pacific Corporation (UNP) 0.0 $222k 1.1k 201.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $221k 9.0k 24.52
Eli Lilly & Co. (LLY) 0.0 $219k 637.00 343.37
Meta Platforms Cl A (META) 0.0 $217k 1.0k 211.94
American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $214k 5.0k 42.69
Sprinklr Cl A (CXM) 0.0 $145k 11k 12.96