$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHF | Exit | BNY MELLON HIGH YIELD STRATEsh ben int | $0 | – | -23,558 | -100.0% | -0.01% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -7,228 | -100.0% | -0.03% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -2,300 | -100.0% | -0.03% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -756 | -100.0% | -0.03% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -2,796 | -100.0% | -0.03% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,662 | -100.0% | -0.03% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -13,770 | -100.0% | -0.03% | – |
| ISCF | Exit | ISHARES TRmsci intl sml cp | $0 | – | -14,054 | -100.0% | -0.03% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -4,504 | -100.0% | -0.04% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,538 | -100.0% | -0.04% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,350 | -100.0% | -0.04% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -6,552 | -100.0% | -0.04% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -13,732 | -100.0% | -0.05% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -132,506 | -100.0% | -0.12% | – |
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.