IF Advisors, LLC
54 holdingsFiling period: 2026-03-31Current AUM: $155.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Index Funds | 49.1K | $14.7M | $16.9M | 10.88% | -4,158 | 2026-03-31 |
| 2 | VEA | Vanguard Index Funds | 222.6K | $14.3M | $15.7M | 10.15% | +26.8K | 2026-03-31 |
| 3 | VO | Vanguard Index Funds | 35.2K | $10.1M | $11.4M | 7.36% | +3.2K | 2026-03-31 |
| 4 | JMST | JPMorgan Trust I | 158.0K | $8.1M | $8.0M | 5.19% | -12,850 | 2026-03-31 |
| 5 | VWO | Vanguard Index Funds | 130.3K | $7.0M | $7.7M | 4.94% | +6.8K | 2026-03-31 |
| 6 | BRK-B | Berkshire Hathaway Inc Del | 11.6K | $5.5M | $5.5M | 3.58% | -892 | 2026-03-31 |
| 7 | VTV | Vanguard Index Funds | 26.9K | $5.3M | $5.9M | 3.81% | +15 | 2026-03-31 |
| 8 | BND | Vanguard Bond Index Funds | 71.5K | $5.3M | $5.2M | 3.33% | +1.9K | 2026-03-31 |
| 9 | EFV | iShares Trust | 63.1K | $4.7M | $5.1M | 3.30% | +560 | 2026-03-31 |
| 10 | VB | Vanguard Index Funds | 17.5K | $4.6M | $5.2M | 3.34% | +192 | 2026-03-31 |
| 11 | SUB | iShares Trust | 42.5K | $4.5M | $4.5M | 2.91% | +5.1K | 2026-03-31 |
| 12 | VTES | Vanguard Municipal Bond Funds | 44.5K | $4.5M | $4.5M | 2.89% | +4.5K | 2026-03-31 |
| 13 | VTI | Vanguard Index Funds | 13.1K | $4.2M | $4.8M | 3.12% | +11.7K | 2026-03-31 |
| 14 | IEI | iShares Trust | 32.0K | $3.8M | $3.7M | 2.41% | +1.9K | 2026-03-31 |
| 15 | AVUV | American Century ETF Trust | 33.2K | $3.7M | $4.2M | 2.68% | +2.4K | 2026-03-31 |
| 16 | VNQ | Vanguard Specialized Funds | 41.0K | $3.6M | $4.1M | 2.62% | -1,004 | 2026-03-31 |
| 17 | SCHX | Schwab Strategic Trust | 125.0K | $3.2M | $3.7M | 2.37% | +45.6K | 2026-03-31 |
| 18 | SCHF | Schwab Strategic Trust | 108.5K | $2.7M | $3.0M | 1.92% | +30.1K | 2026-03-31 |
| 19 | SHY | iShares Trust | 31.9K | $2.6M | $2.6M | 1.69% | +2.0K | 2026-03-31 |
| 20 | SCHA | Schwab Strategic Trust | 83.1K | $2.4M | $2.8M | 1.80% | -4 | 2026-03-31 |
| 21 | JAAA | Janus Detroit Street Trust | 46.9K | $2.4M | $2.4M | 1.53% | -- | 2026-03-31 |
| 22 | AVLV | American Century ETF Trust | 26.9K | $2.2M | $2.5M | 1.60% | +7.4K | 2026-03-31 |
| 23 | VBR | Vanguard Index Funds | 9.5K | $2.1M | $2.3M | 1.50% | +207 | 2026-03-31 |
| 24 | XOM | Exxon Mobil Corp | 11.4K | $1.9M | $1.8M | 1.15% | +3 | 2026-03-31 |
| 25 | XOM | Exxon Mobil Corp | 11.4K | $1.9M | $1.8M | 1.15% | +3 | 2026-03-31 |
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