$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | XOS INC | $0 | – | -29,363 | -100.0% | -0.00% | – | |
| VRAY | Exit | VIEWRAY INC | $0 | – | -26,570 | -100.0% | -0.01% | – |
| Exit | DOCGO INC | $0 | – | -21,000 | -100.0% | -0.02% | – | |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,572 | -100.0% | -0.02% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,584 | -100.0% | -0.02% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -6,757 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO | $0 | – | -1,781 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,681 | -100.0% | -0.02% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,593 | -100.0% | -0.02% | – |
| SCHK | Exit | SCHWAB STRATEGIC TR1000 index etf | $0 | – | -7,000 | -100.0% | -0.02% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -3,805 | -100.0% | -0.02% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,228 | -100.0% | -0.02% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -2,916 | -100.0% | -0.03% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -4,821 | -100.0% | -0.03% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,819 | -100.0% | -0.04% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,704 | -100.0% | -0.04% | – |
| KO | Exit | COCA COLA CO | $0 | – | -9,350 | -100.0% | -0.04% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -7,199 | -100.0% | -0.05% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,795 | -100.0% | -0.05% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,045 | -100.0% | -0.05% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -9,499 | -100.0% | -0.12% | – |
| GNTY | Exit | GUARANTY BANCSHARES INC TEX | $0 | – | -51,640 | -100.0% | -0.14% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -9,740 | -100.0% | -0.36% | – |
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.