MondegarAI
Index Fund Advisors, Inc.

Q1 2025 · 13F-HR

Index Fund Advisors, Inc.holdings as filed

Filed 2025-04-30 · accession 0001665097-25-000004

$1.62B
Reported value
95
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V500DFASDIMENSIONAL ETF TRUST$349.6M21.6%5,850,934CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$325.0M20.1%6,312,286CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$312.1M19.3%5,160,953CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$222.9M13.8%5,409,149CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$125.6M7.77%3,192,081CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$55.1M3.41%1,957,175CommonNONE
921937835BNDVANGUARD BD INDEX FDS$32.7M2.02%444,984CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$30.0M1.86%981,161CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$18.8M1.16%714,640CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$15.1M0.94%585,286CommonNONE
921909768VXUSVANGUARD STAR FDS$15.0M0.93%241,260CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$14.4M0.89%494,030CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$12.6M0.78%484,898CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$9.0M0.56%333,225CommonNONE
464287200IVVISHARES TR$6.1M0.37%10,789CommonNONE
922908751VBVANGUARD INDEX FDS$4.7M0.29%21,347CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$4.5M0.28%63,686CommonNONE
037833100AAPLAPPLE INC$3.5M0.21%15,581CommonNONE
922908769VTIVANGUARD INDEX FDS$3.5M0.21%12,560CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.4M0.21%103,299CommonNONE
922908611VBRVANGUARD INDEX FDS$3.4M0.21%18,159CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$2.4M0.15%58,090CommonNONE
922908629VOVANGUARD INDEX FDS$2.3M0.14%8,892CommonNONE
922908363VOOVANGUARD INDEX FDS$2.3M0.14%4,449CommonNONE
922908512VOEVANGUARD INDEX FDS$1.8M0.11%11,520CommonNONE
78464A763SDYSPDR SER TR$1.7M0.10%12,241CommonNONE
025072141AVEEAMERICAN CENTY ETF TR$1.7M0.10%31,549CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.10%2,829CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.5M0.10%46,349CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.09%3,771CommonNONE
78464A508SPYVSPDR SER TR$1.4M0.09%27,358CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M0.08%7,852CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$1.3M0.08%28,339CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.08%6,819CommonNONE
464287150ITOTISHARES TR$1.2M0.08%10,020CommonNONE
78468R606SPHYSPDR SER TR$1.1M0.07%46,822CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.07%1,880CommonNONE
464287804IJRISHARES TR$1.1M0.07%10,261CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.06%17,111CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$995,9250.06%1,870CommonNONE
92204A702VGTVANGUARD WORLD FD$908,6400.06%1,675CommonNONE
922908553VNQVANGUARD INDEX FDS$867,2080.05%9,578CommonNONE
808524607SCHASCHWAB STRATEGIC TR$800,9460.05%34,185CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$748,0320.05%14,745CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$748,0270.05%73,770CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$702,8570.04%19,589CommonNONE
46435G409IVLUISHARES TR$701,6750.04%23,150CommonNONE
46090E103QQQINVESCO QQQ TR$645,6800.04%1,377CommonNONE
46434V266ISCFISHARES TR$595,5320.04%17,682CommonNONE
67066G104NVDANVIDIA CORPORATION$553,3900.03%5,106CommonNONE
46434G103IEMGISHARES INC$540,9690.03%10,024CommonNONE
808524730FNDESCHWAB STRATEGIC TR$534,1050.03%17,341CommonNONE
464288273SCZISHARES TR$533,1290.03%8,392CommonNONE
857477103STTSTATE STR CORP$505,0390.03%5,641CommonNONE
78463X756EWXSPDR INDEX SHS FDS$477,7260.03%8,436CommonNONE
464287465EFAISHARES TR$406,5100.03%4,974CommonNONE
464287879IJSISHARES TR$403,5590.02%4,140CommonNONE
464286475EEMSISHARES INC$399,1490.02%7,178CommonNONE
532457108LLYELI LILLY & CO$387,1320.02%469CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$381,7720.02%1,968CommonNONE
02079K305GOOGLALPHABET INC$374,2290.02%2,420CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$370,6690.02%1,511CommonNONE
922908637VVVANGUARD INDEX FDS$354,7270.02%1,380CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$347,6390.02%12,904CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$325,3560.02%2,523CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$322,1370.02%14,962CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$318,2300.02%9,506CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$316,3030.02%6,989CommonNONE
81762P102NOWSERVICENOW INC$306,5140.02%385CommonNONE
464288877EFVISHARES TR$302,2690.02%5,128CommonNONE
88160R101TSLATESLA INC$283,5910.02%1,094CommonNONE
478160104JNJJOHNSON & JOHNSON$282,3530.02%1,703CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$271,5050.02%7,063CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$269,4200.02%4,591CommonNONE
02079K107GOOGALPHABET INC$262,5410.02%1,680CommonNONE
921937827BSVVANGUARD BD INDEX FDS$256,2710.02%3,274CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$255,9800.02%10,842CommonNONE
040413205ANETARISTA NETWORKS INC$254,1340.02%3,280CommonNONE
594972408MSTRMICROSTRATEGY INC$253,3890.02%879CommonNONE
11135F101AVGOBROADCOM INC$252,2740.02%1,507CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$250,2020.02%469CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$250,0310.02%3,561CommonNONE
46436E718SGOVISHARES TR$246,7420.02%2,451CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$243,9130.02%5,219CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$243,4800.02%3,491CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$242,7240.02%4,543CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$241,7230.01%10,948CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$237,8960.01%3,014CommonNONE
743315103PGRPROGRESSIVE CORP$231,5020.01%818CommonNONE
00287Y109ABBVABBVIE INC$226,7630.01%1,082CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$221,3860.01%447CommonNONE
464287127ILCBISHARES TR$216,3280.01%2,800CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$212,9640.01%10,767CommonNONE
438516106HONHONEYWELL INTL INC$206,8800.01%977CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$202,4820.01%8,743CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.