$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JACOBS SOLUTIONS INC | $1,201 | -99.9% | 10,005 | 0.0% | 0.08% | 0.0% | ||
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $987 | -99.9% | 20,452 | 0.0% | 0.07% | -9.2% | |
| ITOT | ISHARES TRcore s&p ttl stk | $871 | -99.9% | 10,277 | 0.0% | 0.06% | -3.2% | |
| SCZ | ISHARES TReafe sml cp etf | $617 | -99.9% | 10,924 | 0.0% | 0.04% | +4.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $469 | -99.9% | 1 | 0.0% | 0.03% | +6.5% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $282 | -99.9% | 9,506 | 0.0% | 0.02% | +5.3% | |
| CXM | SPRINKLR INCcl a | $91 | -99.9% | 11,163 | 0.0% | 0.01% | -25.0% |
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.