IF Advisors, LLC
- SEC CIK
- 0002109472
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位。
- 持股檔數
- 41
- 2025 年第 3 季沒有申報
- 總值
- $1.23 億
- 2025 年第 3 季沒有申報
IF Advisors, LLC 沒有申報 2025 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 53,249 | $1,676 萬 | 13.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 195,837 | $1,223 萬 | 9.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,987 | $928.3 萬 | 7.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 170,850 | $870.3 萬 | 7.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 123,479 | $663.8 萬 | 5.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,465 | $626.6 萬 | 5.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 69,513 | $514.9 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,839 | $512.6 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,326 | $446.9 萬 | 3.6% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 62,578 | $446.9 萬 | 3.6% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 40,000 | $406.3 萬 | 3.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 37,378 | $398.8 萬 | 3.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,985 | $371.5 萬 | 3.0% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 30,083 | $359.0 萬 | 2.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 30,806 | $314.2 萬 | 2.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 29,855 | $247.3 萬 | 2.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 83,153 | $236.8 萬 | 1.9% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,415 | $213.7 萬 | 1.7% | – | – | – |
| TSLATesla, Inc. | Stock | 4,462 | $200.7 萬 | 1.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,309 | $197.2 萬 | 1.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 78,365 | $188.4 萬 | 1.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,096 | $150.1 萬 | 1.2% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 19,428 | $147.2 萬 | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,439 | $137.7 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,018 | $96.3 萬 | 0.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,369 | $94.3 萬 | 0.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,000 | $80.5 萬 | 0.7% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 32,945 | $68.8 萬 | 0.6% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,403 | $63.5 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 965 | $60.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,431 | $48.0 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,482 | $46.3 萬 | 0.4% | – | – | 歷史 |
| CMCCommercial Metals Co | Stock | 6,155 | $42.6 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,275 | $40.0 萬 | 0.3% | – | – | 歷史 |
| OKLOOklo Inc. | COM CL A | 5,493 | $39.4 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,268 | $29.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,406 | $25.7 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,765 | $25.2 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 353 | $24.2 萬 | 0.2% | – | – | – |
| HTHHilltop Holdings Inc. | COM | 6,800 | $23.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,009 | $20.2 萬 | 0.2% | – | – | – |