$1.47 Billion is the total value of Index Fund Advisors, Inc.'s 185 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLBS | Exit | CALADRIUS BIOSCIENCES INC | $0 | – | -10,434 | -100.0% | -0.00% | – |
| TLMD | Exit | SOC TELEMED INC | $0 | – | -65,513 | -100.0% | -0.01% | – |
| REZ | Exit | ISHARES TRresidential mult | $0 | – | -2,071 | -100.0% | -0.01% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -2,800 | -100.0% | -0.02% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -573 | -100.0% | -0.02% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,058 | -100.0% | -0.02% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,605 | -100.0% | -0.02% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -5,000 | -100.0% | -0.02% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -10,350 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 29.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 29.3% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 22.7% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.5% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 2.9% |
| APPLE INC | 8 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 0.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 0.7% |
| ISHARES TR | 8 | Q3 2023 | 0.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 0.5% |
View Index Fund Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR/A | 2022-05-06 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-26 |
View Index Fund Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.