Index Fund Advisors

Index Fund Advisors as of June 30, 2023

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 84 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 24.3 $371M 8.0M 46.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 24.2 $371M 6.8M 54.80
Dimensional Etf Trust Us Equity Etf (DFUS) 18.8 $288M 6.0M 48.16
Dimensional Etf Trust Us Mktwide Value (DFUV) 15.8 $242M 7.0M 34.50
Dimensional Etf Trust Internatnal Val (DFIV) 7.8 $120M 3.7M 32.85
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.4 $22M 852k 25.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $19M 259k 72.69
Apple (AAPL) 0.8 $12M 60k 193.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.3M 29k 220.28
Ishares Tr Core S&p500 Etf (IVV) 0.3 $5.0M 11k 445.70
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $4.4M 175k 25.40
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.4M 22k 198.89
Sunstone Hotel Investors (SHO) 0.2 $3.5M 342k 10.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.3M 20k 165.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.0M 111k 27.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.7M 51k 52.37
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $2.6M 114k 22.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $2.4M 103k 23.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.2M 4.9k 443.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.1M 9.4k 220.16
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $2.0M 86k 23.46
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $1.9M 77k 24.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.8M 13k 138.38
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $1.7M 28k 60.02
Microsoft Corporation (MSFT) 0.1 $1.7M 4.9k 340.51
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $1.5M 62k 24.37
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.5M 12k 122.58
Amazon (AMZN) 0.1 $1.4M 11k 130.36
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 10k 142.10
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.4M 33k 43.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 12k 99.65
Jacobs Engineering Group (J) 0.1 $1.1M 9.2k 118.89
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.0M 22k 46.35
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.0M 10k 97.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $869k 16k 54.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $855k 2.1k 407.32
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $852k 11k 75.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $842k 8.7k 96.98
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $802k 19k 41.35
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $765k 23k 33.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $746k 17k 43.80
Ishares Core Msci Emkt (IEMG) 0.0 $717k 15k 49.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $713k 8.5k 83.56
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $653k 26k 25.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $646k 11k 58.98
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $616k 6.5k 95.09
Ishares Tr International Sl (ISCF) 0.0 $612k 20k 30.85
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $611k 13k 45.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $610k 1.8k 341.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $574k 11k 51.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $518k 1.00 517810.00
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $514k 9.8k 52.51
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $488k 18k 26.77
Alphabet Cap Stk Cl A (GOOGL) 0.0 $485k 4.1k 119.70
Oracle Corporation (ORCL) 0.0 $473k 4.0k 119.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $432k 1.2k 369.45
Charles Schwab Corporation (SCHW) 0.0 $413k 7.3k 56.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $411k 8.9k 46.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $407k 11k 35.65
UnitedHealth (UNH) 0.0 $378k 787.00 480.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $378k 8.2k 46.16
Alphabet Cap Stk Cl C (GOOG) 0.0 $373k 3.1k 120.97
JPMorgan Chase & Co. (JPM) 0.0 $371k 2.6k 145.45
Ishares Tr Msci Eafe Etf (EFA) 0.0 $367k 5.1k 72.51
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $357k 6.7k 53.58
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $352k 15k 22.84
Tesla Motors (TSLA) 0.0 $352k 1.3k 261.77
Visa Com Cl A (V) 0.0 $342k 1.4k 237.48
Eli Lilly & Co. (LLY) 0.0 $341k 728.00 468.77
Exxon Mobil Corporation (XOM) 0.0 $340k 3.2k 107.24
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $293k 9.5k 30.80
Ishares Tr Eafe Value Etf (EFV) 0.0 $293k 6.0k 48.94
Meta Platforms Cl A (META) 0.0 $278k 967.00 286.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $245k 3.2k 75.56
Union Pacific Corporation (UNP) 0.0 $243k 1.2k 204.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $234k 4.1k 57.57
PPG Industries (PPG) 0.0 $220k 1.5k 148.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $218k 8.8k 24.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $213k 2.7k 77.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $211k 6.8k 30.99
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $206k 3.6k 57.57
NVIDIA Corporation (NVDA) 0.0 $203k 479.00 423.21
Provident Financial Services (PFS) 0.0 $192k 12k 16.34
Sprinklr Cl A (CXM) 0.0 $154k 11k 13.83