Index Fund Advisors, Inc.

CIK 1665097 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$2.5B
#1.313 dari 9.443 berdasarkan nilai 13F · top 13.9%
Posisi
135
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +13.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
84,33%
Bobot 25 kepemilikan teratas
93,80%
Posisi di atas 1%
11
Jumlah posisi efektif
8,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,88% Perkiraan pembelian $61.878.727 · penjualan $20.790.968

Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 64,6% masih dipegang

Posisi baru
16
Meningkat
80
Menurun
28
Tertutup
8
Di halaman ini

Rincian sektor

Technology
0,9%
Healthcare
0,7%
Retail
0,6%
Financials
0,5%
Communication Services
0,3%
Consumer Discretionary
0,1%
Financial Services
0,1%
Industrials
0,1%
Consumer products
0,0%
Communications
0,0%
Consumer Staples
0,0%
Energy
0,0%
Lainnya/Tidak terpetakan
96,6%

Portofolio lengkap 135 posisi

Tipe Rentetan Tren 8 kuartal
DFAS $484.800.655 19,25% 5.887.790 $65.063.217 Turun ×1
DFAT $442.357.717 17,56% 6.328.437 $43.689.461 Turun ×3
DFUS $408.867.823 16,23% 4.989.844 $57.711.389 Naik ×1
DFUV $318.372.629 12,64% 5.787.541 $40.272.671 Naik ×2
DFIV $193.940.075 7,70% 3.590.153 $6.541.402 Naik ×1
DFSV $110.321.540 4,38% 2.844.072 $13.548.900 Naik ×6
DFLV $57.176.496 2,27% 1.446.042 $8.312.721 Naik ×6
SGOV iShares 0-3 Month Treasury Bond ETF $43.139.957 1,71% 428.528 $3.901.456 Naik ×2
BND Vanguard Total Bond Market ETF $38.170.173 1,52% 519.959 $3.026.241 Naik ×1
DFAC $26.807.799 1,06% 604.324 $4.768.874 Naik ×5
DISV $26.248.310 1,04% 654.082 $1.594.463 Naik ×6
DFIS $24.834.036 0,99% 708.936 $2.043.577 Naik ×6
DFGR $23.736.087 0,94% 819.333 $301.034 Turun ×1
DFAE $23.344.530 0,93% 580.565 $4.141.955 Naik ×3
DFEV $21.383.823 0,85% 501.178 $3.913.653 Naik ×6
VTI $17.582.479 0,70% 47.515 $2.387.394 Naik ×1
VXUS Vanguard Total International Stock ETF $17.501.011 0,69% 204.714 $103.419 Turun ×1
JNJ Johnson & Johnson Common Stock $14.485.881 0,58% 57.038 $7.929.504 Naik ×1
DUHP $11.656.428 0,46% 279.330 $2.656.955 Naik ×6
GBCI Glacier Bancorp, Inc. Common Stock $11.015.528 0,44% 213.562 $1.475.713
AVEE $10.777.410 0,43% 155.463 $2.109.035 Naik ×6
COST Costco Wholesale Corporation - Common Stock $10.452.351 0,41% 11.173 $-667.498 Naik ×2
IVV $9.224.795 0,37% 12.318 $1.164.584 Turun ×1
AVGE $8.992.920 0,36% 90.746 $1.357.536 Naik ×5
NVDA NVIDIA Corporation - Common Stock $7.413.497 0,29% 37.051 $978.313 Naik ×2
AAPL Apple Inc. - Common Stock $7.185.418 0,29% 24.832 $1.675.111 Naik ×1
DFSD $6.904.486 0,27% 144.597 $1.345.481 Naik ×4
VB $6.339.200 0,25% 20.913 $866.882 Naik ×2
VGT $6.246.310 0,25% 52.262 $1.690.678 Naik ×5
DFIC $6.152.475 0,24% 165.123 $1.205.917 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $5.412.936 0,21% 22.711 $235.972 Turun ×3
MSFT Microsoft Corporation - Common Stock $4.784.311 0,19% 12.826 $860.659 Naik ×2
DFCF $4.516.485 0,18% 107.000 $1.032.956 Naik ×3
DGCB Dimensional Global Credit ETF $4.390.452 0,17% 80.308 $1.061.302 Naik ×3
GDX GDX $4.351.548 0,17% 57.675 $-1.030.174 Turun ×3
DFGX Dimensional Global ex US Core Fixed Income ETF $4.259.528 0,17% 79.477 $1.076.228 Naik ×3
VBR $4.124.422 0,16% 16.974 $411.714 Turun ×1
AVDV $3.913.248 0,16% 37.974 $175.165 Naik ×5
VGSH Vanguard Short-Term Treasury ETF $3.250.089 0,13% 55.843 $188.744 Naik ×5
VOO $3.219.722 0,13% 4.688 $571.427 Naik ×4
VNQ $3.204.536 0,13% 33.232 $577.781 Naik ×2
AVIG $2.826.619 0,11% 68.259 $150.553 Naik ×6
META Meta Platforms, Inc. - Class A Common Stock $2.819.719 0,11% 5.006 $250.715 Naik ×1
VO $2.777.309 0,11% 34.471 $382.352 Naik ×2
DUSB $2.745.609 0,11% 54.069 $-3.101.270 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $2.596.652 0,10% 7.266 $695.504 Naik ×2
DIHP $2.249.128 0,09% 65.909 $144.858 Naik ×6
VOE $2.240.876 0,09% 11.340 $133.798 Turun ×1
DFEM $2.204.654 0,09% 54.248 $522.121 Naik ×2
SPY SPY $2.014.116 0,08% 2.697 $287.262 Naik ×1
TSLA Tesla, Inc. - Common Stock $1.999.646 0,08% 4.754 $233.361 Naik ×3
DEXC $1.978.448 0,08% 23.949 $319.384 Turun ×1
BRKB $1.865.454 0,07% 3.728 $755.148 Naik ×4
GOOG Alphabet Inc. - Class C Capital Stock $1.824.224 0,07% 5.163 $406.317 Naik ×2
VTV $1.679.829 0,07% 7.708 $171.175 Naik ×2
SPYV $1.673.085 0,07% 27.522 $159.856 Naik ×2
ITOT $1.660.790 0,07% 10.110 $220.890
QQQ Invesco QQQ Trust, Series 1 $1.486.774 0,06% 2.019 $387.866 Naik ×5
IJR $1.486.487 0,06% 10.023 $249.082 Naik ×2
VEU $1.464.677 0,06% 17.489 $157.453 Naik ×4
V Visa Inc. $1.331.288 0,05% 3.880 $208.984 Naik ×1
SCHA $1.266.139 0,05% 35.044 $249.636 Naik ×5
DEHP $1.220.201 0,05% 28.529 $345.520 Naik ×2
ABBV AbbVie Inc. Common Stock $1.186.809 0,05% 4.716 $160.409 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $1.054.955 0,04% 3.223 $173.108 Naik ×4
KVUE Kenvue Inc. Common Stock $1.004.321 0,04% 52.555 $536.001 Naik ×1
IVLU $1.000.280 0,04% 23.919 $66.897 Naik ×1
SCHC $976.353 0,04% 20.290 $65.699 Naik ×2
STT State Street Corporation Common Stock $960.275 0,04% 5.662 $243.692
VBIL Vanguard 0-3 Month Treasury Bill ETF $950.730 0,04% 12.563 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $934.684 0,04% 1.609 Naik ×1
VGSR Vert Global Sustainable Real Estate ETF $929.412 0,04% 81.635 $19.546 Turun ×1
VIG $879.893 0,03% 3.719 $525.474 Naik ×1
LRCX Lam Research Corporation - Common Stock $821.160 0,03% 1.895 $416.274
AVGO Broadcom Inc. - Common Stock $801.489 0,03% 2.122 $148.811 Naik ×1
KLAC KLA Corporation - Common Stock $800.135 0,03% 2.652 $402.584 Naik ×1
AVUV $792.909 0,03% 6.355 $101.384 Naik ×1
IEMG $745.409 0,03% 8.998 $85.958 Turun ×4
ISCF $730.233 0,03% 16.868 $23.248 Turun ×1
FNDE $723.773 0,03% 18.240 $23.711 Turun ×1
VUSB $643.843 0,03% 12.934 $-196.578 Turun ×1
SHV iShares 0-1 Year Treasury Bond ETF $634.828 0,03% 5.753 $-197.292 Turun ×1
EWX $607.529 0,02% 8.176 $63.190 Turun ×1
LLY Eli Lilly and Company Common Stock $605.623 0,02% 505 $-367.761 Turun ×2
SPHY $580.862 0,02% 24.781 $12.881 Naik ×2
IJS $572.709 0,02% 4.190 $74.958 Turun ×1
ANET Arista Networks, Inc. Common Stock $559.075 0,02% 3.291 $155.006
KO Coca-Cola Company (The) Common Stock $536.051 0,02% 6.596 $56.860 Naik ×1
VV $513.855 0,02% 1.494 $100.685 Naik ×4
SCZ iShares MSCI EAFE Small-Cap ETF $509.048 0,02% 6.188 $9.392 Turun ×5
EEMS $498.637 0,02% 6.571 $36.126 Turun ×4
PDN $427.612 0,02% 9.506 $15.337
BAC Bank of America Corporation Common Stock $420.868 0,02% 7.386 $57.588 Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares $401.405 0,02% 942 $76.998 Naik ×1
VYM $399.009 0,02% 2.525 $37.541 Naik ×1
VCSH Vanguard Short-Term Corporate Bond ETF $390.356 0,02% 4.939 $3.168 Naik ×5
SCHB $380.748 0,02% 13.147 $51.155 Naik ×4
EFV $378.775 0,02% 4.948 $13.198 Naik ×1
EFA $359.859 0,01% 3.464 $23.793 Naik ×1
DFAU $358.847 0,01% 6.942 $46.344 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
DFSV $110.321.540 4,38% naik ×6
DFLV $57.176.496 2,27% naik ×6
DFAC $26.807.799 1,06% naik ×5
DISV $26.248.310 1,04% naik ×6
DFIS $24.834.036 0,99% naik ×6
DFAE $23.344.530 0,93% naik ×3
DFEV $21.383.823 0,85% naik ×6
DUHP $11.656.428 0,46% naik ×6
AVEE $10.777.410 0,43% naik ×6
AVGE $8.992.920 0,36% naik ×5
DFSD $6.904.486 0,27% naik ×4
VGT $6.246.310 0,25% naik ×5
DFCF $4.516.485 0,18% naik ×3
DGCB $4.390.452 0,17% naik ×3
DFGX $4.259.528 0,17% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
VBIL $950.730 12.563 0,04%
AMD $934.684 1.609 0,04%
VGUS $301.363 3.983 0,01%
QQQM $291.502 962 0,01%
SPLV $289.148 3.860 0,01%
SBUX $251.701 2.463 0,01%
GEV $246.842 210 0,01%
IWC $231.419 1.157 0,01%
RY $228.909 1.106 0,01%
IWM $226.432 754 0,01%
GLD $221.396 601 0,01%
IBM $208.377 741 0,01%
DFAI $208.321 5.050 0,01%
SGOL $206.671 5.406 0,01%
ET $200.027 10.462 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
DFAS Dipangkas -13K +$65.1M
DFUS Beli lebih banyak +38K +$57.7M
DFAT Dipangkas -55K +$43.7M
DFUV Beli lebih banyak +49K +$40.3M
DFSV Beli lebih banyak +82K +$13.5M
DFLV Beli lebih banyak +78K +$8.3M
JNJ Beli lebih banyak +30K +$7.9M
DFIV Beli lebih banyak +40K +$6.5M
DFAC Beli lebih banyak +37K +$4.8M
DFAE Beli lebih banyak +13K +$4.1M

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.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
APH 30 Juni 2026 21.303 $2.691.635 -12,9%
SHO 31 Maret 2025 225.157 $2.665.863 18,2%
FICO 31 Maret 2026 805 $1.360.949 9,6%
NET 30 Juni 2026 5.276 $1.088.650 15,9%
GSHD 31 Maret 2026 14.309 $1.053.858 58,6%
VT 31 Maret 2025 8.331 $978.725 Tidak lagi dilacak
MELI 31 Maret 2026 434 $874.189 10,9%
SHOP 31 Maret 2026 5.423 $872.940 23,1%
SFBS 31 Maret 2026 11.509 $826.231 20,3%
PGR 31 Maret 2026 3.616 $823.436 10,9%
SNOW 31 Maret 2026 3.546 $777.851 112,7%
APPF 30 Sep. 2025 3.373 $776.734 -21,3%
MAR 31 Maret 2026 2.414 $748.919 9,4%
OLLI 31 Maret 2026 6.241 $684.076 -16,4%
BRKA 31 Maret 2025 1 $680.920 Tidak lagi dilacak
SCHW 31 Maret 2025 8.847 $654.766 41,9%
ZTS 30 Sep. 2025 3.980 $620.681 -48,2%
ORCL 31 Maret 2025 3.628 $604.570 2,0%
TFIN 30 Sep. 2025 10.843 $597.558 47,1%
SDY 31 Maret 2026 4.057 $564.611 Tidak lagi dilacak
FNB 31 Maret 2025 34.853 $515.127 37,5%
AVUV 31 Maret 2025 5.099 $492.179 Tidak lagi dilacak
XOM 31 Maret 2025 4.242 $456.358 40,8%
DHR 30 Sep. 2025 2.295 $453.354 8,2%
MORN 31 Maret 2026 2.059 $447.441 27,5%
V 31 Maret 2025 1.414 $446.881 4,9%
ECL 31 Maret 2026 1.695 $444.971 7,0%
NOW 31 Maret 2026 2.848 $436.285 24,0%
AVSC 31 Maret 2025 7.726 $419.985 Tidak lagi dilacak
RYAN 31 Maret 2026 7.869 $406.276 27,1%
RVLV 31 Maret 2026 13.360 $403.338 6,6%
EPAC 30 Sep. 2025 9.920 $402.355 -10,9%
NCNO 31 Maret 2026 15.595 $399.856 36,8%
UNH 31 Maret 2025 781 $395.158 -25,1%
BK 31 Maret 2025 5.032 $386.609 Tidak lagi dilacak
IT 30 Sep. 2025 924 $373.499 -26,0%
ORLY 31 Maret 2026 3.901 $355.810 -3,3%
USPH 30 Sep. 2025 4.505 $352.291 -7,2%
OS 31 Maret 2026 18.570 $341.317 Tidak lagi dilacak
SPGI 31 Maret 2026 646 $337.593 1,0%
ROST 31 Maret 2026 1.780 $320.649 6,8%
CELH 30 Juni 2026 8.875 $314.885 11,5%
BJ 30 Sep. 2025 2.717 $292.974 -4,1%
AVUS 31 Maret 2025 2.989 $289.770 Tidak lagi dilacak
JNJ 30 Juni 2025 1.703 $282.353 78,0%
AAON 31 Maret 2026 3.684 $280.905 -2,4%
HWKN 31 Maret 2026 1.968 $279.574 -19,8%
CDNS 31 Maret 2026 891 $278.509 13,5%
ONON 31 Maret 2026 5.773 $268.329 -10,0%
WING 31 Maret 2026 1.118 $266.632 -22,6%
UNP 31 Maret 2025 1.139 $259.793 27,7%
NFLX 30 Juni 2026 2.696 $259.220 13,0%
BSV 30 Juni 2025 3.274 $256.271 Tidak lagi dilacak
AVLV 31 Maret 2025 3.833 $255.961 Tidak lagi dilacak
MSTR 30 Juni 2025 879 $253.389 -72,3%
KNSL 31 Maret 2026 638 $249.535 12,6%
AVSF 30 Sep. 2025 5.276 $248.109 Tidak lagi dilacak
TTD 31 Des. 2025 5.022 $246.128 -64,5%
HQY 30 Sep. 2025 2.344 $245.557 11,4%
HD 31 Des. 2025 583 $236.207 -1,8%
XYZ 31 Maret 2026 3.611 $235.040 34,4%
TOST 30 Sep. 2025 5.143 $227.783 -3,0%
WDAY 31 Maret 2026 1.058 $227.237 52,0%
ABBV 30 Juni 2025 1.082 $226.763 42,9%
RSP 31 Maret 2025 1.290 $226.047 Tidak lagi dilacak
HON 30 Juni 2026 998 $225.578 -1,2%
IDXX 31 Maret 2026 329 $222.578 0,1%
UBER 30 Juni 2026 3.083 $221.760 10,4%
CVX 30 Juni 2026 1.070 $221.330 25,4%
CSGP 31 Maret 2026 3.283 $220.749 -17,0%
EFX 31 Maret 2026 1.013 $219.801 7,5%
ROP 31 Maret 2026 489 $217.669 15,6%
ETN 31 Maret 2025 650 $215.716 53,3%
DPZ 30 Sep. 2025 463 $208.628 -22,5%
HON 31 Des. 2025 991 $208.606 13,4%
ISRG 30 Juni 2026 449 $206.985 -0,7%
CCL 30 Sep. 2025 7.359 $206.935 -10,1%
DDOG 31 Des. 2025 1.453 $206.907 71,1%
AMGN 31 Maret 2025 790 $205.906 40,0%
ROL 31 Maret 2026 3.423 $205.448 -32,2%
SCHZ 30 Sep. 2025 8.832 $205.264 Tidak lagi dilacak
VRSK 31 Maret 2025 744 $204.920 -36,7%
MTD 30 Sep. 2025 173 $203.227 16,2%
DFH 31 Maret 2026 11.609 $198.514 4,6%