$1.32 Billion is the total value of Index Fund Advisors, Inc.'s 90 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 266.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus mktwide value | $220,838,000 | – | 6,988,535 | +100.0% | 16.72% | – | |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $3,463,000 | +456.8% | 153,505 | +535.7% | 0.26% | +523.8% | |
| SHO | New | SUNSTONE HOTEL INVS INC NEW | $3,344,000 | – | 337,130 | +100.0% | 0.25% | – |
| AMZN | Buy | AMAZON COM INC | $2,141,000 | -67.4% | 20,161 | +902.0% | 0.16% | -63.8% |
| ORCL | Buy | ORACLE CORP | $419,000 | -3.0% | 6,003 | +15.0% | 0.03% | +10.3% |
| LLY | New | LILLY ELI & CO | $336,000 | – | 1,035 | +100.0% | 0.02% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $261,000 | – | 3,822 | +100.0% | 0.02% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $211,000 | – | 3,583 | +100.0% | 0.02% | – |
| New | DOCGO INC | $136,000 | – | 19,000 | +100.0% | 0.01% | – | |
| VRAY | New | VIEWRAY INC | $70,000 | – | 26,570 | +100.0% | 0.01% | – |
| New | XOS INC | $54,000 | – | 29,363 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
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 | 2024-05-13 |
| 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 |
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.