Ifg-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "RF",
  "MU",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  "SCHH",
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "FBIN",
  "UNP",
  "EMR",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "ICF",
  "MPC",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "HEI",
  null,
  "IJR",
  "IWD",
  "NOC",
  null,
  "VGIT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "IEMG",
  "IJK",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "MRK",
  "VZ",
  null,
  "SPDW",
  null,
  "SBUX",
  "CI",
  "TMO",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  null,
  "EA",
  "MUSA",
  "AON",
  "AEE",
  null,
  "IWR",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  null,
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "DVY",
  "CRM",
  null,
  "DIA",
  null,
  "MELI",
  "BAC",
  "BK",
  "BRK-B",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "COST",
  "GLW",
  "CSX",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DPZ",
  "RSP",
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 149
Total Value: 519159572
Accession Number: 0001085146-25-001924
Form Type: 13F-HR
CIK: ifg-advisors
Manager Name: Ifg-Advisors

Data Enrichment

75% identified

112 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $519.2M total value

149 positions • $519.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

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Meta Platforms, Inc.

Shares:2.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$519.2M)

922908769

Shares:5.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$519.2M)

464287655

Shares:7.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

464287622

Shares:4.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

808524847

Shares:64.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

Philip Morris International Inc.

Shares:8.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

464287499

Shares:16.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

25434V880

Shares:51.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$519.2M)

25434V609

Shares:26.0K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$519.2M)

921908844

Shares:5.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$519.2M)

AMERICAN EXPRESS CO

Shares:4.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$519.2M)

464288158

Shares:10.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$519.2M)

COSTCO WHOLESALE CORP /NEW

Shares:1.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$519.2M)

AbbVie Inc.

Shares:4.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$519.2M)

HOME DEPOT, INC.

Shares:2.6K

Value:$964.0K

% of Portfolio:0.2% ($964.0K/$519.2M)

464287309

Shares:10.1K

Value:$934.5K

% of Portfolio:0.2% ($934.5K/$519.2M)

46436E718

Shares:8.6K

Value:$860.8K

% of Portfolio:0.2% ($860.8K/$519.2M)

78463X889

Shares:23.4K

Value:$851.0K

% of Portfolio:0.2% ($851.0K/$519.2M)

MICRON TECHNOLOGY INC

Shares:9.8K

Value:$850.1K

% of Portfolio:0.2% ($850.1K/$519.2M)

464287150

Shares:6.7K

Value:$822.0K

% of Portfolio:0.2% ($822.0K/$519.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ -2.08% (-58) YoY +42.08% (+805)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$519.2M)	QoQ -3.61% (-$58.7K) YoY +68.63% (+$637.6K)
(VTIcusip922908769)	5.3K	QoQ +3.86% (-197) YoY +27.50% (+1.1K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$519.2M)	QoQ -1.49% (-$22.1K) YoY +34.85% (+$376.4K)
(IWMcusip464287655)	7.0K	QoQ +0.21% (-15) YoY +5.59% (+373)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ -9.52% (-$147.9K) YoY +0.16% (+$2.3K)
(IWBcusip464287622)	4.6K	QoQ -68.49% (-9.9K) YoY -61.61% (-7.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ -70.00% (-$3.3M) YoY -59.12% (-$2.0M)
(SCHHcusip808524847)	64.5K	QoQ -2.66% (-1.8K) YoY -6.77% (-4.7K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ -0.58% (-$8.2K) YoY -1.21% (-$17.1K)
Philip Morris International Inc.(PMcusip718172109)	8.6K	QoQ 0.00% (+0) YoY +11.18% (+867)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ +31.89% (+$330.8K) YoY +92.62% (+$657.9K)
(IWRcusip464287499)	16.0K	QoQ +0.35% (-57) YoY +4.68% (+718)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ -3.42% (-$48.4K) YoY +5.90% (+$76.1K)
(DFAXcusip25434V880)	51.7K	QoQ -1.57% (-829) YoY +47.96% (+16.7K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$519.2M)	QoQ +3.72% (-$48.6K) YoY +52.38% (+$465.2K)
(cusip25434V609)✕	26.0K	QoQ -2.61% (-700) YoY +434.67% (+21.2K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$519.2M)	QoQ -9.91% (-$147.6K) YoY +405.79% (+$1.1M)
(VIGcusip921908844)	5.9K	QoQ +0.30% (-18) YoY +16.59% (+845)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$519.2M)	QoQ -0.64% (-$7.5K) YoY +23.85% (+$221.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	4.2K	QoQ -1.76% (-76) YoY -4.55% (-202)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$519.2M)	QoQ -10.94% (-$139.9K) YoY +12.78% (-$129.0K)
(cusip464288158)✕	10.6K	QoQ -10.42% (-1.2K) YoY NEW(+10.6K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$519.2M)	QoQ -10.32% (-$128.8K) YoY NEW(+$1.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.1K	QoQ 0.00% (+0) YoY +6.56% (+67)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$519.2M)	QoQ +3.22% (+$32.1K) YoY +37.57% (+$280.9K)
AbbVie Inc.(ABBVcusip00287Y109)	4.9K	QoQ 0.00% (+0) YoY -5.87% (-306)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$519.2M)	QoQ +17.90% (+$155.9K) YoY +8.29% (-$78.6K)
HOME DEPOT, INC.(HDcusip437076102)	2.6K	QoQ +0.15% (-4) YoY +12.48% (+292)	All Managers (Combined)	$964.0K	0.2% ($964.0K/$519.2M)	QoQ -5.62% (-$57.5K) YoY +7.50% (+$67.3K)
(IVWcusip464287309)	10.1K	QoQ -2.27% (-234) YoY +0.43% (+44)	All Managers (Combined)	$934.5K	0.2% ($934.5K/$519.2M)	QoQ -10.64% (-$111.4K) YoY +10.41% (+$88.1K)
(cusip46436E718)✕	8.6K	QoQ -11.86% (-1.2K) YoY -59.97% (-12.8K)	All Managers (Combined)	$860.8K	0.2% ($860.8K/$519.2M)	QoQ -11.55% (-$112.4K) YoY -59.99% (-$1.3M)
(SPDWcusip78463X889)	23.4K	QoQ 0.00% (+0) YoY +3.16% (+718)	All Managers (Combined)	$851.0K	0.2% ($851.0K/$519.2M)	QoQ +6.68% (+$53.3K) YoY +4.80% (+$39.0K)
MICRON TECHNOLOGY INC(MUcusip595112103)	9.8K	QoQ +0.05% (+5) YoY -0.49% (-49)	All Managers (Combined)	$850.1K	0.2% ($850.1K/$519.2M)	QoQ +3.30% (+$27.2K) YoY -26.66% (-$309.1K)
(ITOTcusip464287150)	6.7K	QoQ -17.12% (-1.4K) YoY +65.89% (+2.7K)	All Managers (Combined)	$822.0K	0.2% ($822.0K/$519.2M)	QoQ -21.37% (-$223.5K) YoY +75.54% (+$353.7K)