Index Fund Advisors

Index Fund Advisors as of March 31, 2025

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS) 21.6 $350M 5.9M 59.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 20.1 $325M 6.3M 51.49
Dimensional Etf Trust Us Equity Market (DFUS) 19.3 $312M 5.2M 60.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 13.8 $223M 5.4M 41.21
Dimensional Etf Trust Internatnal Val (DFIV) 7.8 $126M 3.2M 39.36
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.4 $55M 2.0M 28.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $33M 445k 73.45
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.9 $30M 981k 30.57
Dimensional Etf Trust Global Real Est (DFGR) 1.2 $19M 715k 26.26
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $15M 585k 25.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $15M 241k 62.10
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $14M 494k 29.12
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $13M 485k 25.89
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.6 $9.0M 333k 27.05
Ishares Tr Core S&p500 Etf (IVV) 0.4 $6.1M 11k 561.89
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.7M 21k 221.75
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $4.5M 64k 71.19
Apple (AAPL) 0.2 $3.5M 16k 222.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.5M 13k 274.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.4M 103k 32.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.4M 18k 186.29
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $2.4M 58k 41.39
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.3M 8.9k 258.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.3M 4.4k 513.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.8M 12k 160.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.7M 12k 135.68
American Centy Etf Tr Avantis Emerging (AVEE) 0.1 $1.7M 32k 52.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M 2.8k 559.42
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $1.5M 46k 33.14
Microsoft Corporation (MSFT) 0.1 $1.4M 3.8k 375.39
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.4M 27k 51.07
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 7.9k 172.73
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.3M 28k 47.52
Amazon (AMZN) 0.1 $1.3M 6.8k 190.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.2M 10k 122.01
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $1.1M 47k 23.42
Meta Platforms Cl A (META) 0.1 $1.1M 1.9k 576.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M 10k 104.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 17k 60.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $996k 1.9k 532.58
Vanguard World Inf Tech Etf (VGT) 0.1 $909k 1.7k 542.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $867k 9.6k 90.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $801k 34k 23.43
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $748k 15k 50.73
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $748k 74k 10.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $703k 20k 35.88
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $702k 23k 30.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $646k 1.4k 468.90
Ishares Tr International Sl (ISCF) 0.0 $596k 18k 33.68
NVIDIA Corporation (NVDA) 0.0 $553k 5.1k 108.38
Ishares Core Msci Emkt (IEMG) 0.0 $541k 10k 53.97
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $534k 17k 30.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $533k 8.4k 63.53
State Street Corporation (STT) 0.0 $505k 5.6k 89.53
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $478k 8.4k 56.63
Ishares Tr Msci Eafe Etf (EFA) 0.0 $407k 5.0k 81.73
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $404k 4.1k 97.48
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $399k 7.2k 55.61
Eli Lilly & Co. (LLY) 0.0 $387k 469.00 825.44
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $382k 2.0k 193.99
Alphabet Cap Stk Cl A (GOOGL) 0.0 $374k 2.4k 154.64
JPMorgan Chase & Co. (JPM) 0.0 $371k 1.5k 245.31
Vanguard Index Fds Large Cap Etf (VV) 0.0 $355k 1.4k 257.05
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $348k 13k 26.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $325k 2.5k 128.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $322k 15k 21.53
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $318k 9.5k 33.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $316k 7.0k 45.26
Servicenow (NOW) 0.0 $307k 385.00 796.14
Ishares Tr Eafe Value Etf (EFV) 0.0 $302k 5.1k 58.94
Tesla Motors (TSLA) 0.0 $284k 1.1k 259.22
Johnson & Johnson (JNJ) 0.0 $282k 1.7k 165.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $272k 7.1k 38.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $269k 4.6k 58.68
Alphabet Cap Stk Cl C (GOOG) 0.0 $263k 1.7k 156.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $256k 3.3k 78.27
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $256k 11k 23.61
Arista Networks Com Shs (ANET) 0.0 $254k 3.3k 77.48
Microstrategy Cl A New (MSTR) 0.0 $253k 879.00 288.27
Broadcom (AVGO) 0.0 $252k 1.5k 167.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $250k 469.00 533.48
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $250k 3.6k 70.21
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $247k 2.5k 100.67
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $244k 5.2k 46.74
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $244k 3.5k 69.75
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $243k 4.5k 53.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $242k 11k 22.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $238k 3.0k 78.93
Progressive Corporation (PGR) 0.0 $232k 818.00 283.01
Abbvie (ABBV) 0.0 $227k 1.1k 209.58
Intuitive Surgical Com New (ISRG) 0.0 $221k 447.00 495.27
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $216k 2.8k 77.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $213k 11k 19.78
Honeywell International (HON) 0.0 $207k 977.00 211.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $203k 8.7k 23.16