Index Fund Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 95Value: $1.6BLatest: 2025Q1

Index Fund Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 95 holdings worth $1.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V500

Shares:5.9M

Value:$349.6M

% of Portfolio:21.6% ($349.6M/$1.6B)

25434V609

Shares:6.3M

Value:$325.0M

% of Portfolio:20.1% ($325.0M/$1.6B)

25434V401

Shares:5.2M

Value:$312.1M

% of Portfolio:19.3% ($312.1M/$1.6B)

25434V724

Shares:5.4M

Value:$222.9M

% of Portfolio:13.8% ($222.9M/$1.6B)

25434V807

Shares:3.2M

Value:$125.6M

% of Portfolio:7.8% ($125.6M/$1.6B)

25434V815

Shares:2.0M

Value:$55.1M

% of Portfolio:3.4% ($55.1M/$1.6B)

921937835

BND|921937835

Shares:445.0K

Value:$32.7M

% of Portfolio:2.0% ($32.7M/$1.6B)

25434V666

Shares:981.2K

Value:$30.0M

% of Portfolio:1.9% ($30.0M/$1.6B)

25434V658

Shares:714.6K

Value:$18.8M

% of Portfolio:1.2% ($18.8M/$1.6B)

25434V773

Shares:585.3K

Value:$15.1M

% of Portfolio:0.9% ($15.1M/$1.6B)

921909768

VXUS|921909768

Shares:241.3K

Value:$15.0M

% of Portfolio:0.9% ($15.0M/$1.6B)

25434V781

Shares:494.0K

Value:$14.4M

% of Portfolio:0.9% ($14.4M/$1.6B)

25434V302

Shares:484.9K

Value:$12.6M

% of Portfolio:0.8% ($12.6M/$1.6B)

25434V740

Shares:333.2K

Value:$9.0M

% of Portfolio:0.6% ($9.0M/$1.6B)

464287200

IVV|464287200

Shares:10.8K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.6B)

922908751

VB|922908751

Shares:21.3K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.6B)

025072232

Shares:63.7K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.6B)

Apple Inc.

AAPL|037833100

Shares:15.6K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.6B)

922908769

VTI|922908769

Shares:12.6K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.6B)

25434V708

DFAC|25434V708

Shares:103.3K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V500)✕	5.9M	QoQ -10.58% (-692.7K) YoY -13.89% (-944.4K)	All Managers (Combined)	$349.6M	21.6% ($349.6M/$1.6B)	QoQ -17.90% (-$76.3M) YoY -17.47% (-$74.0M)
(cusip25434V609)✕	6.3M	QoQ -12.28% (-884.0K) YoY -18.36% (-1.4M)	All Managers (Combined)	$325.0M	20.1% ($325.0M/$1.6B)	QoQ -18.85% (-$75.5M) YoY -22.77% (-$95.9M)
(cusip25434V401)✕	5.2M	QoQ -11.07% (-642.6K) YoY -13.90% (-833.2K)	All Managers (Combined)	$312.1M	19.3% ($312.1M/$1.6B)	QoQ -15.63% (-$57.8M) YoY -8.61% (-$29.4M)
(cusip25434V724)✕	5.4M	QoQ -12.19% (-751.2K) YoY -19.14% (-1.3M)	All Managers (Combined)	$222.9M	13.8% ($222.9M/$1.6B)	QoQ -11.57% (-$29.2M) YoY -18.53% (-$50.7M)
(cusip25434V807)✕	3.2M	QoQ -11.78% (-426.3K) YoY -12.44% (-453.6K)	All Managers (Combined)	$125.6M	7.8% ($125.6M/$1.6B)	QoQ -2.13% (-$2.7M) YoY -6.22% (-$8.3M)
(cusip25434V815)✕	2.0M	QoQ +3.45% (-65.4K) YoY +38.65% (+545.6K)	All Managers (Combined)	$55.1M	3.4% ($55.1M/$1.6B)	QoQ -5.38% (-$3.1M) YoY +29.66% (+$12.6M)
(BNDcusip921937835)	445.0K	QoQ +109.47% (+232.6K) YoY +60.14% (+167.1K)	All Managers (Combined)	$32.7M	2.0% ($32.7M/$1.6B)	QoQ +113.95% (+$17.4M) YoY +61.95% (+$12.5M)
(cusip25434V666)✕	981.2K	QoQ +6.71% (+61.7K) YoY +42.59% (+293.1K)	All Managers (Combined)	$30.0M	1.9% ($30.0M/$1.6B)	QoQ +8.62% (+$2.4M) YoY +45.34% (+$9.4M)
(cusip25434V658)✕	714.6K	QoQ -0.55% (-4.0K) YoY +33.24% (+178.3K)	All Managers (Combined)	$18.8M	1.2% ($18.8M/$1.6B)	QoQ +2.24% (-$412.5K) YoY +37.05% (+$5.1M)
(cusip25434V773)✕	585.3K	QoQ +2.70% (+15.4K) YoY +69.71% (+240.4K)	All Managers (Combined)	$15.1M	0.9% ($15.1M/$1.6B)	QoQ +8.07% (+$1.1M) YoY +74.99% (+$6.5M)
(VXUScusip921909768)	241.3K	QoQ NEW(+241.3K) YoY NEW(+241.3K)	All Managers (Combined)	$15.0M	0.9% ($15.0M/$1.6B)	QoQ NEW(+$15.0M) YoY NEW(+$15.0M)
(cusip25434V781)✕	494.0K	QoQ +5.38% (+25.2K) YoY +66.60% (+197.5K)	All Managers (Combined)	$14.4M	0.9% ($14.4M/$1.6B)	QoQ +15.49% (+$1.9M) YoY +78.42% (+$6.3M)
(cusip25434V302)✕	484.9K	QoQ +2.41% (+11.4K) YoY +54.63% (+171.3K)	All Managers (Combined)	$12.6M	0.8% ($12.6M/$1.6B)	QoQ +4.51% (+$542.1K) YoY +61.94% (+$4.8M)
(cusip25434V740)✕	333.2K	QoQ +7.10% (+22.1K) YoY +89.00% (+156.9K)	All Managers (Combined)	$9.0M	0.6% ($9.0M/$1.6B)	QoQ +10.53% (+$859.3K) YoY +96.93% (+$4.4M)
(IVVcusip464287200)	10.8K	QoQ -0.55% (-60) YoY -4.85% (-551)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.6B)	QoQ -5.08% (-$324.5K) YoY +1.68% (-$100.3K)
(VBcusip922908751)	21.3K	QoQ -2.04% (-445) YoY -1.04% (-226)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.6B)	QoQ -9.59% (-$502.3K) YoY -4.01% (-$197.8K)
(cusip025072232)✕	63.7K	QoQ -4.75% (-3.2K) YoY +20.37% (+10.8K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.6B)	QoQ -6.30% (-$305.1K) YoY +22.73% (+$839.8K)
Apple Inc.(AAPLcusip037833100)	15.6K	QoQ -74.68% (-46.0K) YoY -74.04% (-44.4K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.6B)	QoQ -77.54% (-$11.9M) YoY -66.37% (-$6.8M)
(VTIcusip922908769)	12.6K	QoQ +0.94% (-117) YoY -20.32% (-3.2K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.6B)	QoQ -4.27% (-$154.1K) YoY -15.74% (-$645.2K)
(DFACcusip25434V708)	103.3K	QoQ -6.58% (-7.3K) YoY -2.48% (-2.6K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.6B)	QoQ -10.90% (-$417.0K) YoY +0.69% (-$23.5K)