Index-Fund-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  null,
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "ANET",
  null,
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "MSTR",
  "FNDX",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "VYM",
  "SDY",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VGK",
  null,
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "SCHF",
  "SCHA",
  "SPYV",
  "BRK-B",
  null,
  null,
  null,
  "DFAC",
  "EFA",
  "STT",
  "QQQ",
  "MDY",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 95
Total Value: 1616825740
Accession Number: 0001665097-25-000004
Form Type: 13F-HR
CIK: index-fund-advisors
Manager Name: Index-Fund-Advisors

Data Enrichment

59% identified

56 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $1,616,825.74K total value

95 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 2 of 5

Sort by:

922908611

VBR|922908611

Shares:18.2K

Value:$3.4M

025072562

Shares:58.1K

Value:$2.4M

922908629

VO|922908629

Shares:8.9K

Value:$2.3M

922908363

VOO|922908363

Shares:4.4K

Value:$2.3M

922908512

VOE|922908512

Shares:11.5K

Value:$1.8M

78464A763

SDY|78464A763

Shares:12.2K

Value:$1.7M

025072141

Shares:31.5K

Value:$1.7M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.8K

Value:$1.6M

25434V831

Shares:46.3K

Value:$1.5M

MICROSOFT CORP

MSFT|594918104

Shares:3.8K

Value:$1.4M

78464A508

SPYV|78464A508

Shares:27.4K

Value:$1.4M

922908744

VTV|922908744

Shares:7.9K

Value:$1.4M

25434V864

Shares:28.3K

Value:$1.3M

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

464287150

ITOT|464287150

Shares:10.0K

Value:$1.2M

78468R606

Shares:46.8K

Value:$1.1M

Meta Platforms, Inc.

META|30303M102

Shares:1.9K

Value:$1.1M

464287804

IJR|464287804

Shares:10.3K

Value:$1.1M

922042775

VEU|922042775

Shares:17.1K

Value:$1.0M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$995.9K

Instrument	Shares		Other Manager	Value
(VBRcusip922908611)	18.2K	QoQ -7.11% (-1.4K) YoY -7.77% (-1.5K)	All Managers (Combined)	$3.4M	QoQ -12.68% (-$491.3K) YoY -10.45% (-$395.0K)
(cusip025072562)✕	58.1K	QoQ +0.78% (+454) YoY +32.09% (+14.1K)	All Managers (Combined)	$2.4M	QoQ +2.82% (+$66.1K) YoY +32.54% (+$590.3K)
(VOcusip922908629)	8.9K	QoQ +0.38% (-34) YoY +0.59% (+53)	All Managers (Combined)	$2.3M	QoQ -1.71% (-$40.2K) YoY +4.11% (+$91.0K)
(VOOcusip922908363)	4.4K	QoQ -4.28% (-199) YoY +13.49% (+529)	All Managers (Combined)	$2.3M	QoQ -8.69% (-$217.7K) YoY +21.33% (+$402.1K)
(VOEcusip922908512)	11.5K	QoQ -13.02% (-1.7K) YoY -9.76% (-1.2K)	All Managers (Combined)	$1.8M	QoQ -13.68% (-$293.3K) YoY -7.08% (-$141.0K)
(SDYcusip78464A763)	12.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7M	QoQ +2.71% (+$43.8K) YoY +3.38% (+$54.4K)
(cusip025072141)✕	31.5K	QoQ +474.45% (+26.1K) YoY NEW(+31.5K)	All Managers (Combined)	$1.7M	QoQ +466.05% (+$1.4M) YoY NEW(+$1.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.8K	QoQ +0.81% (-23) YoY -24.27% (-907)	All Managers (Combined)	$1.6M	QoQ -3.77% (-$62.0K) YoY -19.02% (-$371.7K)
(cusip25434V831)✕	46.3K	QoQ +67.94% (+18.8K) YoY +219.22% (+31.8K)	All Managers (Combined)	$1.5M	QoQ +64.71% (+$603.5K) YoY +234.67% (+$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	3.8K	QoQ -35.28% (-2.1K) YoY -34.90% (-2.0K)	All Managers (Combined)	$1.4M	QoQ -42.36% (-$1.0M) YoY -41.91% (-$1.0M)
(SPYVcusip78464A508)	27.4K	QoQ -13.57% (-4.3K) YoY -14.35% (-4.6K)	All Managers (Combined)	$1.4M	QoQ -13.68% (-$221.6K) YoY -12.69% (-$203.2K)
(VTVcusip922908744)	7.9K	QoQ -9.15% (-791) YoY -17.40% (-1.7K)	All Managers (Combined)	$1.4M	QoQ -7.31% (-$107.0K) YoY -12.40% (-$192.0K)
(cusip25434V864)✕	28.3K	QoQ -7.32% (-2.2K) YoY +28.04% (+6.2K)	All Managers (Combined)	$1.3M	QoQ -6.06% (-$86.9K) YoY +29.35% (+$305.6K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ -53.93% (-8.0K) YoY -52.04% (-7.4K)	All Managers (Combined)	$1.3M	QoQ -60.05% (-$2.0M) YoY -49.41% (-$1.3M)
(ITOTcusip464287150)	10.0K	QoQ 0.00% (-0) YoY -0.23% (-24)	All Managers (Combined)	$1.2M	QoQ -5.13% (-$66.2K) YoY +5.56% (-$64.5K)
(cusip78468R606)✕	46.8K	QoQ -48.68% (-44.4K) YoY -11.63% (-6.2K)	All Managers (Combined)	$1.1M	QoQ -48.79% (-$1.0M) YoY -11.78% (-$146.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.9K	QoQ -19.93% (-468) YoY +94.41% (+913)	All Managers (Combined)	$1.1M	QoQ -21.17% (-$291.1K) YoY +130.69% (+$613.8K)
(IJRcusip464287804)	10.3K	QoQ -11.80% (-1.4K) YoY -5.95% (-650)	All Managers (Combined)	$1.1M	QoQ -19.95% (-$267.4K) YoY -11.01% (-$132.8K)
(VEUcusip922042775)	17.1K	QoQ +1.65% (+279) YoY +4.01% (+661)	All Managers (Combined)	$1.0M	QoQ +7.40% (+$71.6K) YoY +7.58% (+$73.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ -12.94% (-278) YoY -4.34% (-85)	All Managers (Combined)	$995.9K	QoQ +2.28% (-$22.3K) YoY +21.14% (-$173.8K)