Index Fund Advisors, Inc.
- SEC CIK
- 0001665097
- 最新申報
- 2026/8/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/26 申報。只含多頭部位。
- 持股檔數
- 98
- 2021 年第 3 季沒有申報
- 總值
- $14.1 億
- 2021 年第 3 季沒有申報
Index Fund Advisors, Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,821,747 | $4.19 億 | 29.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 6,866,013 | $4.12 億 | 29.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,162,397 | $3.19 億 | 22.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,622,699 | $1.19 億 | 8.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 274,054 | $2,323 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 94,726 | $1,682 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,210 | $632.8 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,655 | $551.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,047 | $543.5 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,096 | $481.5 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,545 | $428.3 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 32,688 | $372.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 20,787 | $371.8 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,056 | $304.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,559 | $269.0 萬 | 0.2% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 91,638 | $265.5 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,398 | $256.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,761 | $206.9 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,335 | $189.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 15,140 | $171.1 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 8,982 | $153.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,021 | $149.1 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,045 | $147.8 萬 | 0.1% | – | – | – |
| JJacobs Solutions Inc. | COM | 10,525 | $146.5 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 34,627 | $145.4 萬 | 0.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 11,154 | $143.5 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 479 | $138.8 萬 | 0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 23,575 | $119.9 萬 | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,348 | $110.7 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 4,664 | $101.1 萬 | 0.1% | – | – | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 66,253 | $100.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 16,111 | $98.7 萬 | 0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 9,050 | $97.2 萬 | 0.1% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 23,243 | $95.1 萬 | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,115 | $94.1 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,127 | $93.5 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 7,853 | $91.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,735 | $88.2 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,119 | $83.1 萬 | 0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 10,890 | $79.6 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 746 | $78.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,768 | $77.2 萬 | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,923 | $73.6 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,491 | $71.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,320 | $70.9 萬 | 0.1% | – | – | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 19,456 | $70.5 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 243 | $70.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 27,191 | $69.2 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,955 | $67.1 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,939 | $65.2 萬 | <0.1% | – | – | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 10,684 | $65.1 萬 | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 19,343 | $59.9 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 9,971 | $59.1 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 9,723 | $57.6 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,172 | $55.1 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,711 | $50.3 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,300 | $49.6 萬 | <0.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,899 | $48.7 萬 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,607 | $48.1 萬 | <0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,204 | $47.9 萬 | <0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $45.1 萬 | <0.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,586 | $45.0 萬 | <0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,080 | $44.9 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 887 | $44.5 萬 | <0.1% | – | – | 歷史 |
| PFSProvident Financial Services Inc | COM | 18,362 | $44.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,643 | $44.1 萬 | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,146 | $43.9 萬 | <0.1% | – | – | – |
| BABoeing Co | Stock | 2,101 | $42.3 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286475 | EM MKT SM-CP ETF | 6,871 | $41.4 萬 | <0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 6,912 | $40.5 萬 | <0.1% | – | – | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 10,350 | $40.2 萬 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 2,252 | $38.8 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,214 | $35.4 萬 | <0.1% | – | – | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 9,506 | $35.0 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 10,211 | $33.7 萬 | <0.1% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 7,000 | $32.6 萬 | <0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 5,880 | $29.6 萬 | <0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,137 | $28.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,533 | $28.6 萬 | <0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 424 | $28.3 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,667 | $28.0 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,263 | $27.9 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,127 | $27.0 萬 | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,000 | $25.2 萬 | <0.1% | – | – | – |
| SYKStryker Corp | Stock | 864 | $23.1 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,605 | $23.1 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,406 | $22.9 萬 | <0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,058 | $22.7 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,397 | $22.7 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 1,149 | $22.0 萬 | <0.1% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 2,800 | $21.3 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 2,447 | $21.3 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 3,614 | $21.2 萬 | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 573 | $20.6 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 8,310 | $20.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 2,071 | $20.3 萬 | <0.1% | – | – | – |
| TLMDSOC Telemed, Inc. | COM CL A | 65,513 | $8.40 萬 | <0.1% | – | – | 歷史 |
| LSTALisata Therapeutics, Inc. | COM NEW | 10,434 | $9,000 | <0.1% | – | – | 歷史 |