Index Fund Advisors

Index Fund Advisors as of Dec. 31, 2024

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 106 positions in its portfolio as reported in the December 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) 23.0 $426M 6.5M 65.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 21.6 $401M 7.2M 55.66
Dimensional Etf Trust Us Equity Market (DFUS) 20.0 $370M 5.8M 63.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 13.6 $252M 6.2M 40.92
Dimensional Etf Trust Internatnal Val (DFIV) 6.9 $128M 3.6M 35.48
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.1 $58M 1.9M 30.78
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.5 $28M 920k 30.03
Dimensional Etf Trust Global Real Est (DFGR) 1.0 $18M 719k 25.54
Apple (AAPL) 0.8 $15M 62k 250.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $15M 212k 71.91
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.8 $14M 570k 24.55
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $13M 469k 26.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $12M 474k 25.37
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $8.2M 311k 26.21
Ishares Tr Core S&p500 Etf (IVV) 0.3 $6.4M 11k 588.70
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.2M 22k 240.27
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $4.8M 67k 72.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.9M 20k 198.18
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.8M 111k 34.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.6M 12k 289.81
Amazon (AMZN) 0.2 $3.2M 15k 219.39
Sunstone Hotel Investors (SHO) 0.1 $2.7M 225k 11.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.5M 4.6k 538.79
Microsoft Corporation (MSFT) 0.1 $2.5M 5.8k 421.53
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.3M 8.9k 264.14
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $2.3M 58k 40.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M 13k 161.77
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $2.1M 91k 23.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M 2.8k 586.11
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.6M 32k 51.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.6M 12k 132.10
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 8.6k 169.30
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.4M 31k 46.88
Meta Platforms Cl A (META) 0.1 $1.4M 2.3k 585.43
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 12k 115.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.3M 10k 128.62
Vanguard World Inf Tech Etf (VGT) 0.1 $1.2M 1.9k 621.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $979k 8.3k 117.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $974k 2.1k 453.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $966k 17k 57.41
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $933k 28k 33.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $890k 34k 25.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $826k 9.3k 89.08
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $813k 16k 50.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $786k 23k 34.33
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $773k 76k 10.12
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $734k 27k 27.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $704k 1.4k 511.21
JPMorgan Chase & Co. (JPM) 0.0 $690k 2.9k 239.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $681k 1.00 680920.00
Alphabet Cap Stk Cl A (GOOGL) 0.0 $666k 3.5k 189.30
Charles Schwab Corporation (SCHW) 0.0 $655k 8.8k 74.01
Ishares Tr International Sl (ISCF) 0.0 $624k 19k 32.28
Oracle Corporation (ORCL) 0.0 $605k 3.6k 166.64
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $581k 9.9k 58.61
Ishares Core Msci Emkt (IEMG) 0.0 $560k 11k 52.22
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $559k 19k 29.05
Alphabet Cap Stk Cl C (GOOG) 0.0 $552k 2.9k 190.47
NVIDIA Corporation (NVDA) 0.0 $538k 4.0k 134.29
F.N.B. Corporation (FNB) 0.0 $515k 35k 14.78
Tesla Motors (TSLA) 0.0 $513k 1.3k 403.93
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $500k 8.2k 60.75
Eli Lilly & Co. (LLY) 0.0 $498k 645.00 772.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $492k 5.1k 96.52
Exxon Mobil Corporation (XOM) 0.0 $456k 4.2k 107.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $448k 4.1k 108.60
Visa Com Cl A (V) 0.0 $447k 1.4k 316.04
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $420k 7.7k 54.36
UnitedHealth (UNH) 0.0 $395k 781.00 505.96
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $391k 2.0k 195.83
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $389k 6.7k 58.14
Bank of New York Mellon Corporation (BK) 0.0 $387k 5.0k 76.83
Ishares Tr Msci Eafe Etf (EFA) 0.0 $376k 5.0k 75.61
Arista Networks Com Shs (ANET) 0.0 $363k 3.3k 110.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $362k 16k 22.70
Broadcom (AVGO) 0.0 $352k 1.5k 231.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $351k 5.4k 65.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $343k 15k 23.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $330k 2.6k 127.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $311k 7.1k 44.04
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $301k 9.5k 31.62
American Centy Etf Tr Avantis Emerging (AVEE) 0.0 $293k 5.5k 53.30
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $290k 3.0k 96.95
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $289k 12k 23.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $287k 503.00 569.58
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $282k 7.0k 40.49
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $275k 6.0k 46.14
Honeywell International (HON) 0.0 $274k 1.2k 225.89
Ishares Tr Eafe Value Etf (EFV) 0.0 $269k 5.1k 52.47
Union Pacific Corporation (UNP) 0.0 $260k 1.1k 228.09
Microstrategy Cl A New (MSTR) 0.0 $258k 891.00 289.62
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $256k 3.8k 66.78
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $254k 4.8k 52.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $253k 3.3k 77.28
Abbvie (ABBV) 0.0 $250k 1.4k 177.74
Johnson & Johnson (JNJ) 0.0 $246k 1.7k 144.59
Intuitive Surgical Com New (ISRG) 0.0 $233k 447.00 521.96
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $227k 2.8k 81.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $227k 10k 22.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $226k 1.3k 175.23
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $226k 3.6k 63.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $216k 12k 18.50
Eaton Corp SHS (ETN) 0.0 $216k 650.00 331.87
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $207k 8.2k 25.23
Amgen (AMGN) 0.0 $206k 790.00 260.64
Verisk Analytics (VRSK) 0.0 $205k 744.00 275.43