$1.53 Billion is the total value of Index Fund Advisors, Inc.'s 84 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | AMERICAN CENTY ETF TRemerging mkt val | $0 | – | -5,010 | -100.0% | -0.02% | – | |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -4,753 | -100.0% | -0.02% | – |
| Exit | AMERICAN CENTY ETF TRavantis us small | $0 | – | -5,993 | -100.0% | -0.02% | – | |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -7,620 | -100.0% | -0.02% | – |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -11,694 | -100.0% | -0.02% | – | |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -6,094 | -100.0% | -0.02% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -6,349 | -100.0% | -0.03% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -9,144 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.