Index Fund Advisors

Index Fund Advisors as of June 30, 2024

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 96 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS) 22.8 $404M 6.7M 60.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 22.0 $389M 7.5M 51.87
Dimensional Etf Trust Us Equity Etf (DFUS) 19.7 $348M 5.9M 58.85
Dimensional Etf Trust Us Mktwide Value (DFUV) 14.5 $256M 6.5M 39.27
Dimensional Etf Trust Internatnal Val (DFIV) 7.5 $132M 3.7M 35.94
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.6 $47M 1.6M 28.78
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.2 $22M 761k 28.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $20M 282k 72.05
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $17M 660k 24.99
Apple (AAPL) 0.8 $13M 64k 210.62
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $11M 430k 24.63
Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $9.7M 361k 26.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $9.6M 371k 25.87
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $6.3M 230k 27.50
Ishares Tr Core S&p500 Etf (IVV) 0.3 $6.1M 11k 547.23
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.8M 22k 218.04
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $4.2M 60k 69.32
Sunstone Hotel Investors (SHO) 0.2 $3.6M 347k 10.46
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.6M 112k 32.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.6M 20k 182.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.4M 13k 267.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $3.0M 5.5k 544.20
Amazon (AMZN) 0.2 $2.9M 15k 193.25
Microsoft Corporation (MSFT) 0.2 $2.8M 6.3k 446.96
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.1M 8.8k 242.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 3.9k 500.09
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $1.9M 84k 23.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.9M 13k 150.43
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $1.7M 42k 40.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.6M 32k 48.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.6M 12k 127.18
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 9.1k 160.40
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 11k 106.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.2M 10k 118.78
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.1M 24k 47.00
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 1.9k 576.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $972k 17k 58.64
Meta Platforms Cl A (META) 0.1 $970k 1.9k 504.31
NVIDIA Corporation (NVDA) 0.1 $955k 7.7k 123.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $942k 8.4k 112.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $861k 2.1k 406.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $816k 9.7k 83.76
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $807k 23k 35.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $807k 17k 47.45
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $789k 25k 31.99
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $774k 15k 50.67
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $726k 27k 27.44
Alphabet Cap Stk Cl A (GOOGL) 0.0 $669k 3.7k 182.16
Eli Lilly & Co. (LLY) 0.0 $649k 717.00 905.70
Charles Schwab Corporation (SCHW) 0.0 $641k 8.7k 73.69
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $620k 64k 9.67
Ishares Core Msci Emkt (IEMG) 0.0 $616k 12k 53.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $612k 1.00 612241.00
Ishares Tr International Sl (ISCF) 0.0 $605k 19k 32.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $595k 9.7k 61.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $593k 1.2k 478.93
JPMorgan Chase & Co. (JPM) 0.0 $563k 2.8k 202.26
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $562k 9.7k 57.92
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $548k 19k 29.57
Alphabet Cap Stk Cl C (GOOG) 0.0 $532k 2.9k 183.45
Oracle Corporation (ORCL) 0.0 $512k 3.6k 141.20
F.N.B. Corporation (FNB) 0.0 $477k 35k 13.68
Exxon Mobil Corporation (XOM) 0.0 $427k 3.7k 115.12
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $408k 6.7k 61.12
Ishares Tr Msci Eafe Etf (EFA) 0.0 $400k 5.1k 78.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $400k 4.1k 97.27
Visa Com Cl A (V) 0.0 $373k 1.4k 262.47
Wells Fargo & Company (WFC) 0.0 $367k 6.2k 59.39
UnitedHealth (UNH) 0.0 $355k 697.00 509.26
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $345k 3.8k 89.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $316k 4.9k 64.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $313k 5.0k 62.87
Ishares Tr Eafe Value Etf (EFV) 0.0 $309k 5.8k 53.04
Amgen (AMGN) 0.0 $309k 990.00 312.45
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $307k 9.5k 32.32
Bank of New York Mellon Corporation (BK) 0.0 $301k 5.0k 59.89
Arista Networks 0.0 $287k 820.00 350.48
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $282k 5.7k 49.91
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $272k 4.1k 66.97
Qualcomm (QCOM) 0.0 $265k 1.3k 199.18
Honeywell International (HON) 0.0 $259k 1.2k 213.54
Tesla Motors (TSLA) 0.0 $259k 1.3k 197.92
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $256k 6.8k 37.49
Union Pacific Corporation (UNP) 0.0 $255k 1.1k 226.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $239k 3.1k 76.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $230k 6.0k 38.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $225k 4.9k 45.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $215k 3.3k 64.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $212k 1.3k 164.28
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $211k 2.8k 75.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $210k 4.8k 43.76
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $209k 4.5k 46.17
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $205k 2.3k 90.18
Eaton Corp SHS (ETN) 0.0 $204k 650.00 313.55
Ishares Bitcoin Tr SHS (IBIT) 0.0 $204k 6.0k 34.14
Sprinklr Cl A (CXM) 0.0 $107k 11k 9.62