Index Fund Advisors

Index Fund Advisors as of Sept. 30, 2023

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 97 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 24.1 $363M 8.0M 45.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 23.6 $355M 6.8M 52.49
Dimensional Etf Trust Us Equity Etf (DFUS) 18.6 $280M 6.0M 46.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 15.7 $236M 6.9M 34.02
Dimensional Etf Trust Internatnal Val (DFIV) 8.0 $120M 3.7M 32.62
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.7 $25M 985k 25.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $18M 261k 69.78
Apple (AAPL) 0.7 $11M 63k 171.21
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.7 $10M 408k 24.81
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $4.9M 221k 22.41
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.9M 12k 429.44
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $4.6M 204k 22.57
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $4.6M 193k 23.78
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $4.3M 195k 21.94
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.1M 22k 189.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.3M 16k 212.41
Sunstone Hotel Investors (SHO) 0.2 $3.2M 344k 9.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M 20k 159.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $2.8M 107k 26.20
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $2.4M 102k 23.67
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $2.0M 34k 58.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M 4.6k 427.46
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M 8.8k 208.24
Microsoft Corporation (MSFT) 0.1 $1.8M 5.6k 315.76
Amazon (AMZN) 0.1 $1.7M 14k 127.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.7M 13k 130.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.4M 12k 115.01
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 10k 137.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.3M 32k 41.26
Jacobs Engineering Group (J) 0.1 $1.3M 9.2k 136.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M 12k 94.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.1M 15k 72.31
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $1.0M 22k 46.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $968k 10k 94.19
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $863k 22k 39.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $833k 16k 51.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $809k 8.7k 93.18
Alphabet Cap Stk Cl C (GOOG) 0.1 $773k 5.9k 131.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $768k 2.0k 392.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $717k 22k 32.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $716k 17k 41.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $650k 1.9k 350.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $649k 8.6k 75.66
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $637k 25k 25.36
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $632k 14k 45.53
Ishares Core Msci Emkt (IEMG) 0.0 $620k 13k 47.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $578k 6.5k 89.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $549k 9.7k 56.47
Alphabet Cap Stk Cl A (GOOGL) 0.0 $546k 4.2k 130.86
Ishares Tr International Sl (ISCF) 0.0 $546k 19k 29.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $532k 1.00 531477.00
Visa Com Cl A (V) 0.0 $511k 2.2k 230.01
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $504k 9.4k 53.48
Union Pacific Corporation (UNP) 0.0 $486k 2.4k 203.64
JPMorgan Chase & Co. (JPM) 0.0 $479k 3.3k 145.04
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $471k 18k 26.22
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $448k 20k 22.42
Oracle Corporation (ORCL) 0.0 $420k 4.0k 105.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $419k 1.2k 358.39
Charles Schwab Corporation (SCHW) 0.0 $397k 7.2k 54.90
ConocoPhillips (COP) 0.0 $394k 3.3k 119.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $393k 12k 33.96
UnitedHealth (UNH) 0.0 $392k 778.00 504.19
Eli Lilly & Co. (LLY) 0.0 $386k 718.00 536.89
Exxon Mobil Corporation (XOM) 0.0 $369k 3.1k 117.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $366k 8.3k 44.23
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $364k 6.7k 54.60
NVIDIA Corporation (NVDA) 0.0 $358k 822.00 435.15
Ishares Tr Msci Eafe Etf (EFA) 0.0 $349k 5.1k 68.93
Tesla Motors (TSLA) 0.0 $331k 1.3k 250.22
Chevron Corporation (CVX) 0.0 $309k 1.8k 168.62
Ishares Tr Eafe Value Etf (EFV) 0.0 $293k 6.0k 48.93
Meta Platforms Cl A (META) 0.0 $290k 967.00 300.21
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $281k 9.5k 29.54
Cintas Corporation (CTAS) 0.0 $269k 560.00 481.01
Home Depot (HD) 0.0 $257k 852.00 302.16
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $245k 3.1k 77.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $244k 3.2k 75.17
Intel Corporation (INTC) 0.0 $236k 6.7k 35.55
Thermo Fisher Scientific (TMO) 0.0 $232k 459.00 506.17
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $227k 4.1k 55.97
Honeywell International (HON) 0.0 $224k 1.2k 184.74
Pepsi (PEP) 0.0 $220k 1.3k 169.45
Roper Industries (ROP) 0.0 $218k 450.00 484.28
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $216k 3.7k 57.86
Alcon Ord Shs (ALC) 0.0 $216k 2.8k 77.06
Rockwell Automation (ROK) 0.0 $214k 750.00 285.87
Martin Marietta Materials (MLM) 0.0 $213k 518.00 410.48
Amgen (AMGN) 0.0 $212k 790.00 268.76
Danaher Corporation (DHR) 0.0 $211k 852.00 248.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $210k 8.8k 23.94
American Express Company (AXP) 0.0 $209k 1.4k 149.19
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $208k 4.7k 44.27
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $204k 6.8k 29.95
Bank of America Corporation (BAC) 0.0 $203k 7.4k 27.38
Provident Financial Services (PFS) 0.0 $180k 12k 15.29
Sprinklr Cl A (CXM) 0.0 $155k 11k 13.84