Holdings of Index Fund Advisors, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 112 in 1 countries
- Top ten
- 87.3 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Netflix Inc | 2,696 | 259.2K $ | |
| 102 | iShares Morningstar US Equity ETF | 2,800 | 251.6K $ | |
| 103 | Merck & Co Inc | 2,047 | 246.3K $ | |
| 104 | Honeywell International Inc | 998 | 225.6K $ | |
| 105 | Amgen Inc | 635 | 223.6K $ | |
| 106 | Uber Technologies Inc | 3,083 | 221.8K $ | |
| 107 | Chevron Corp | 1,070 | 221.3K $ | |
| 108 | Schwab Fundamental International Equity Etf | 4,445 | 217.5K $ | |
| 109 | General Electric Co | 765 | 217K $ | |
| 110 | Intuitive Surgical Inc | 449 | 207K $ | |
| 111 | Avantis Short-Term Fixed Income ETF | 4,388 | 205.4K $ | |
| 112 | Invesco RAFI US 1500 Small-Mid ETF | 4,476 | 205.3K $ |
Sector breakdown
- Funds 2.5 %
- Technology 1.1 %
- Consumer staples 0.6 %
- Health care 0.4 %
- Consumer discretionary 0.3 %
- Communication 0.3 %
- Financials 0.2 %
- Unattributed 94.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 112 | 2.1B $ | 100.00 % |
Cite this page
Titelia. "Holdings of Index Fund Advisors, Inc.". https://titelia.com/en/funds/US13F1665097