Index Fund Advisors

Index Fund Advisors as of Sept. 30, 2024

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 108 positions in its portfolio as reported in the September 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) 22.9 $432M 6.7M 64.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 21.7 $410M 7.4M 55.63
Dimensional Etf Trust Us Equity Market (DFUS) 19.3 $364M 5.9M 62.20
Dimensional Etf Trust Us Mktwide Value (DFUV) 14.0 $264M 6.3M 41.69
Dimensional Etf Trust Internatnal Val (DFIV) 7.3 $139M 3.6M 38.08
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.0 $56M 1.8M 30.80
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.4 $27M 872k 30.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $22M 289k 75.11
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $20M 690k 28.86
Apple (AAPL) 0.8 $15M 63k 233.00
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.7 $14M 508k 26.83
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $12M 425k 29.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $12M 438k 27.41
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $8.1M 285k 28.46
Ishares Tr Core S&p500 Etf (IVV) 0.3 $6.4M 11k 576.80
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.3M 22k 237.21
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $4.5M 61k 73.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.9M 20k 200.78
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.8M 111k 34.29
Sunstone Hotel Investors (SHO) 0.2 $3.6M 347k 10.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.5M 12k 283.15
Amazon (AMZN) 0.1 $2.8M 15k 186.33
Microsoft Corporation (MSFT) 0.1 $2.5M 5.8k 430.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.4M 4.6k 527.72
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.3M 8.9k 263.82
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $2.3M 54k 42.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.2M 13k 167.67
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $2.0M 82k 24.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.8M 3.2k 573.73
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.7M 12k 142.04
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.7M 32k 52.86
Vanguard Index Fds Value Etf (VTV) 0.1 $1.6M 8.9k 174.57
Meta Platforms Cl A (META) 0.1 $1.5M 2.7k 572.33
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.4M 12k 116.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.3M 10k 125.62
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.2M 24k 47.74
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 1.9k 586.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 17k 63.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $990k 8.3k 119.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $989k 2.1k 460.26
NVIDIA Corporation (NVDA) 0.1 $966k 8.0k 121.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $950k 9.8k 97.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $882k 17k 51.50
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $882k 17k 50.77
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $878k 23k 38.53
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $865k 25k 34.07
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $788k 27k 29.53
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $717k 65k 11.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $691k 1.00 691180.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $680k 1.4k 488.04
Ishares Tr International Sl (ISCF) 0.0 $667k 19k 35.25
Oracle Corporation (ORCL) 0.0 $618k 3.6k 170.40
Ishares Core Msci Emkt (IEMG) 0.0 $611k 11k 57.41
Eli Lilly & Co. (LLY) 0.0 $611k 690.00 885.54
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $609k 9.8k 62.38
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $606k 19k 32.27
Alphabet Cap Stk Cl A (GOOGL) 0.0 $597k 3.6k 165.87
JPMorgan Chase & Co. (JPM) 0.0 $587k 2.8k 210.86
Charles Schwab Corporation (SCHW) 0.0 $564k 8.7k 64.81
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $557k 8.2k 67.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $511k 5.3k 95.95
Exxon Mobil Corporation (XOM) 0.0 $497k 4.2k 117.23
F.N.B. Corporation (FNB) 0.0 $492k 35k 14.11
Alphabet Cap Stk Cl C (GOOG) 0.0 $485k 2.9k 167.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $443k 4.1k 107.65
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $426k 6.7k 63.79
Ishares Tr Msci Eafe Etf (EFA) 0.0 $414k 5.0k 83.63
UnitedHealth (UNH) 0.0 $408k 697.00 584.68
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $396k 2.0k 198.06
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $393k 7.3k 54.02
Visa Com Cl A (V) 0.0 $390k 1.4k 274.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $372k 5.3k 70.67
Bank of New York Mellon Corporation (BK) 0.0 $362k 5.0k 71.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $354k 5.3k 66.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $344k 7.2k 47.85
Tesla Motors (TSLA) 0.0 $338k 1.3k 261.69
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $334k 9.5k 35.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $334k 4.9k 67.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $331k 2.6k 128.22
Arista Networks 0.0 $315k 820.00 383.82
Ishares Tr Eafe Value Etf (EFV) 0.0 $294k 5.1k 57.53
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $292k 4.1k 71.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $287k 503.00 569.66
Abbvie (ABBV) 0.0 $283k 1.4k 197.48
Union Pacific Corporation (UNP) 0.0 $279k 1.1k 246.39
Johnson & Johnson (JNJ) 0.0 $275k 1.7k 162.11
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $273k 2.9k 95.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $271k 6.8k 39.69
Broadcom (AVGO) 0.0 $261k 1.5k 172.50
Amgen (AMGN) 0.0 $255k 790.00 322.21
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $252k 3.5k 71.10
Honeywell International (HON) 0.0 $251k 1.2k 206.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $245k 3.1k 78.70
American Centy Etf Tr Avantis Emerging (AVEE) 0.0 $243k 4.1k 58.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $238k 5.8k 41.12
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $237k 3.6k 65.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $234k 4.9k 47.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $231k 1.3k 179.16
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $222k 2.8k 79.23
Intuitive Surgical Com New (ISRG) 0.0 $220k 447.00 491.27
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $216k 3.9k 55.11
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $216k 4.6k 47.13
Eaton Corp SHS (ETN) 0.0 $215k 650.00 331.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $215k 6.0k 36.13
Progressive Corporation (PGR) 0.0 $208k 818.00 253.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $201k 3.1k 64.60
PPG Industries (PPG) 0.0 $200k 1.5k 132.46
Sprinklr Cl A (CXM) 0.0 $86k 11k 7.73