IF Advisors, LLC
CIK 2109472 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $152.1M
- Posisi
- 60
- Per tanggal
- 30 Juni 2026
#7.341 dari 9.443 berdasarkan nilai 13F · top 77.7%
Nilai portofolio QoQ: +7.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,38%
- Bobot 25 kepemilikan teratas
- 86,87%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 20,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,9% Perkiraan pembelian $16.839.586 · penjualan $10.122.748
- Posisi baru
- 7
- Meningkat
- 21
- Menurun
- 9
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Energy
1,0%
Consumer Discretionary
0,8%
Technology
0,3%
Communication Services
0,3%
Healthcare
0,3%
Financials
0,2%
Utilities
0,2%
Materials
0,1%
Retail
0,1%
Lainnya/Tidak terpetakan
96,7%
Portofolio lengkap 60 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VV | $18.273.658 | 12,01% | 53.135 | $3.602.813 | Naik ×1 | ||
| VEA | $16.256.400 | 10,69% | 228.160 | $1.989.372 | Naik ×2 | ||
| VO | $11.614.649 | 7,64% | 144.156 | $1.502.180 | Naik ×2 | ||
| VWO | $8.250.949 | 5,42% | 138.230 | $1.208.991 | Naik ×2 | ||
| BRKB | $5.891.592 | 3,87% | 11.774 | $345.810 | Naik ×1 | ||
| VTV | $5.847.062 | 3,84% | 26.830 | $578.307 | Turun ×1 | ||
| BND Vanguard Total Bond Market ETF | $5.521.827 | 3,63% | 75.219 | $259.439 | Naik ×2 | ||
| EFV | $5.397.128 | 3,55% | 70.505 | $702.817 | Naik ×2 | ||
| VB | $5.360.071 | 3,52% | 17.683 | $771.756 | Naik ×2 | ||
| VTI | $4.866.766 | 3,20% | 13.152 | $654.531 | Naik ×2 | ||
| AVUV | $4.526.792 | 2,98% | 36.284 | $862.281 | Naik ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $4.214.341 | 2,77% | 35.882 | $416.176 | Naik ×2 | ||
| VNQ | $4.046.203 | 2,66% | 41.960 | $411.188 | Naik ×1 | ||
| SCHX | $3.987.206 | 2,62% | 135.481 | $782.847 | Naik ×2 | ||
| JMST | $3.519.000 | 2,31% | 69.000 | $-4.535.840 | Turun ×2 | ||
| SCHF | $3.469.757 | 2,28% | 125.262 | $785.496 | Naik ×2 | ||
| SCHA | $3.004.173 | 1,97% | 83.149 | $586.200 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $2.972.300 | 1,95% | 36.199 | $340.877 | Naik ×2 | ||
| AVLV | $2.744.874 | 1,80% | 30.094 | $578.641 | Naik ×2 | ||
| JAAA | $2.421.012 | 1,59% | 47.950 | $56.664 | Naik ×1 | ||
| VBR | $2.299.657 | 1,51% | 9.464 | $232.306 | Turun ×1 | ||
| SUB | $2.022.930 | 1,33% | 19.000 | $-2.503.320 | Turun ×1 | ||
| VTES | $1.965.414 | 1,29% | 19.400 | $-2.535.316 | Turun ×1 | ||
| SCHM | $1.845.059 | 1,21% | 50.042 | $295.750 | |||
| IWM | $1.829.140 | 1,20% | 6.088 | $316.092 | Turun ×1 | ||
| DFAC | $1.529.843 | 1,01% | 34.487 | $189.678 | |||
| XOM Exxon Mobil Corporation Common Stock | $1.508.158 | 0,99% | 11.031 | $-433.092 | Turun ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1.362.943 | 0,90% | 14.412 | $292.202 | Naik ×2 | ||
| AVUS | $1.277.854 | 0,84% | 9.977 | $168.611 | |||
| TSLA Tesla, Inc. - Common Stock | $1.177.259 | 0,77% | 2.799 | $136.731 | |||
| SCHD | $960.940 | 0,63% | 30.304 | $31.213 | |||
| DFIC | $957.582 | 0,63% | 25.700 | $44.461 | |||
| SCHH | $780.138 | 0,51% | 32.945 | $72.150 | |||
| SCHE | $703.517 | 0,46% | 19.402 | $64.221 | |||
| IEMG | $685.832 | 0,45% | 8.279 | $108.372 | |||
| VOO | $662.772 | 0,44% | 965 | $86.136 | |||
| VTEB | $556.380 | 0,37% | 11.000 | $-241.860 | Turun ×1 | ||
| DFEM | $549.656 | 0,36% | 13.525 | $82.367 | |||
| BILXXXX | $530.687 | 0,35% | 5.791 | $242.021 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $496.924 | 0,33% | 2.484 | $64.133 | Naik ×1 | ||
| SCHY | $453.929 | 0,30% | 14.306 | $-206.499 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $450.496 | 0,30% | 1.275 | $84.749 | |||
| CALF | $447.899 | 0,29% | 8.850 | $50.799 | |||
| AVIV | $438.507 | 0,29% | 5.664 | $126.915 | Naik ×1 | ||
| SLYV | $417.128 | 0,27% | 3.823 | $55.549 | |||
| LLY Eli Lilly and Company Common Stock | $393.413 | 0,26% | 328 | Naik ×1 | |||
| IEFA | $392.598 | 0,26% | 4.065 | $24.594 | |||
| SCHV | $336.961 | 0,22% | 9.680 | $41.721 | |||
| VXUS Vanguard Total International Stock ETF | $291.179 | 0,19% | 3.406 | $28.542 | |||
| EZM | $285.325 | 0,19% | 3.765 | $32.242 | |||
| IVV | $264.358 | 0,17% | 353 | $33.775 | |||
| HTH Hilltop Holdings Inc. | $263.704 | 0,17% | 6.800 | $20.128 | |||
| AVSC | $232.634 | 0,15% | 3.172 | Naik ×1 | |||
| OKLO Oklo Inc. Class A common stock | $232.502 | 0,15% | 4.443 | $12.174 | |||
| XLRE XLRE | $226.666 | 0,15% | 5.148 | Naik ×1 | |||
| VXF | $225.282 | 0,15% | 915 | Naik ×1 | |||
| AVDV | $223.825 | 0,15% | 2.172 | Naik ×1 | |||
| CMC Commercial Metals Company Common Stock | $221.884 | 0,15% | 3.536 | $4.668 | |||
| AMZN Amazon.com, Inc. - Common Stock | $220.226 | 0,14% | 924 | ||||
| VIG | $212.248 | 0,14% | 897 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| JMST | Dipangkas | -89K | -$4.5M |
| VV | Beli lebih banyak | +4K | +$3.6M |
| VTES | Dipangkas | -25K | -$2.5M |
| SUB | Dipangkas | -24K | -$2.5M |
| VEA | Beli lebih banyak | +6K | +$2.0M |
| VO | Beli lebih banyak | +109K | +$1.5M |
| VWO | Beli lebih banyak | +8K | +$1.2M |
| AVUV | Beli lebih banyak | +3K | +$862K |
| SCHF | Beli lebih banyak | +17K | +$785K |
| SCHX | Beli lebih banyak | +11K | +$783K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| AMZN | 31 Maret 2026 | 1.268 | $292.680 | 24,9% |