$1.42 Million is the total value of Index Fund Advisors, Inc.'s 79 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | New | SPDR SER TRs&p divid etf | $2,942 | – | 23,516 | +100.0% | 0.21% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,283 | – | 8,447 | +100.0% | 0.09% | – |
| New | DIMENSIONAL ETF TRUSTshort duration f | $936 | – | 20,301 | +100.0% | 0.07% | – | |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $729 | – | 23,177 | +100.0% | 0.05% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $629 | – | 27,140 | +100.0% | 0.04% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $576 | – | 25,928 | +100.0% | 0.04% | – | |
| ISCF | New | ISHARES TRmsci intl sml cp | $586 | – | 19,535 | +100.0% | 0.04% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $486 | – | 9,935 | +100.0% | 0.03% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap e | $455 | – | 21,158 | +100.0% | 0.03% | – | |
| New | AMERICAN CENTY ETF TRavantis all eqt | $388 | – | 6,988 | +100.0% | 0.03% | – | |
| New | DIMENSIONAL ETF TRUSTglobal real est | $386 | – | 15,827 | +100.0% | 0.03% | – | |
| New | DIREXION SHS ETF TRdly semicndtr br | $245 | – | 6,200 | +100.0% | 0.02% | – | |
| New | DIMENSIONAL ETF TRUSTemerging mkts va | $217 | – | 9,581 | +100.0% | 0.02% | – | |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $203 | – | 9,227 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-23
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.