IF Advisors, LLC
61 holdingsFiling period: 2026-06-30Current AUM: $153.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Index Funds | 53.1K | $18.3M | $18.6M | 12.07% | +4.0K | 2026-06-30 |
| 2 | VEA | Vanguard Index Funds | 228.2K | $16.3M | $16.3M | 10.61% | +5.5K | 2026-06-30 |
| 3 | VO | Vanguard Index Funds | 144.2K | $11.6M | $11.5M | 7.50% | +108.9K | 2026-06-30 |
| 4 | VWO | Vanguard Index Funds | 138.2K | $8.3M | $8.2M | 5.32% | +7.9K | 2026-06-30 |
| 5 | BRK-B | Berkshire Hathaway Inc Del | 11.8K | $5.9M | $5.9M | 3.83% | +201 | 2026-06-30 |
| 6 | VTV | Vanguard Index Funds | 26.8K | $5.8M | $6.0M | 3.89% | -24 | 2026-06-30 |
| 7 | BND | Vanguard Bond Index Funds | 75.2K | $5.5M | $5.4M | 3.48% | +3.8K | 2026-06-30 |
| 8 | EFV | iShares Trust | 70.5K | $5.4M | $5.8M | 3.74% | +7.4K | 2026-06-30 |
| 9 | VB | Vanguard Index Funds | 17.7K | $5.4M | $5.1M | 3.35% | +165 | 2026-06-30 |
| 10 | VTI | Vanguard Index Funds | 13.2K | $4.9M | $4.9M | 3.19% | +22 | 2026-06-30 |
| 11 | AVUV | American Century ETF Trust | 36.3K | $4.5M | $4.5M | 2.92% | +3.1K | 2026-06-30 |
| 12 | IEI | iShares Trust | 35.9K | $4.2M | $4.1M | 2.67% | +3.9K | 2026-06-30 |
| 13 | VNQ | Vanguard Specialized Funds | 42.0K | $4.0M | $3.9M | 2.57% | +979 | 2026-06-30 |
| 14 | SCHX | Schwab Strategic Trust | 135.5K | $4.0M | $4.0M | 2.63% | +10.5K | 2026-06-30 |
| 15 | JMST | JPMorgan Trust I | 69.0K | $3.5M | $3.5M | 2.28% | -89,000 | 2026-06-30 |
| 16 | SCHF | Schwab Strategic Trust | 125.3K | $3.5M | $3.5M | 2.26% | +16.8K | 2026-06-30 |
| 17 | SCHA | Schwab Strategic Trust | 83.1K | $3.0M | $2.8M | 1.79% | -- | 2026-06-30 |
| 18 | SHY | iShares Trust | 36.2K | $3.0M | $2.9M | 1.91% | +4.3K | 2026-06-30 |
| 19 | AVLV | American Century ETF Trust | 30.1K | $2.7M | $2.8M | 1.82% | +3.2K | 2026-06-30 |
| 20 | JAAA | Janus Detroit Street Trust | 48.0K | $2.4M | $2.4M | 1.58% | +1.0K | 2026-06-30 |
| 21 | VBR | Vanguard Index Funds | 9.5K | $2.3M | $2.3M | 1.48% | -52 | 2026-06-30 |
| 22 | SUB | iShares Trust | 19.0K | $2.0M | $2.0M | 1.30% | -23,500 | 2026-06-30 |
| 23 | VTES | Vanguard Municipal Bond Funds | 19.4K | $2.0M | $1.9M | 1.26% | -25,100 | 2026-06-30 |
| 24 | SCHM | Schwab Strategic Trust | 50.0K | $1.8M | $1.7M | 1.13% | -- | 2026-06-30 |
| 25 | IWM | iShares Trust | 6.1K | $1.8M | $1.7M | 1.13% | -13 | 2026-06-30 |
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