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Name: |
Index Fund Advisors Inc. |
City: |
IRVINE |
State: |
CA |
Zip: |
92612 |
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Holdings
Found :
15 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SHO |
Sunstone Hotel Investors Inc |
18 |
- |
$10.41 |
$3,860,000 |
346,482 |
0.21% |
142,000 |
0 |
0.154 |
Gambling/Resorts |
|
SDY |
streetTRACKS Series Trust -... |
29 |
- |
$132.46 |
$1,607,000 |
12,241 |
0.09% |
77,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
BRK.A |
Berkshire Hathaway Inc |
47 |
- |
$629,375.00 |
$634,000 |
1 |
0.04% |
91,000 |
0 |
0 |
Property & Casualty I... |
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FB |
Meta Platforms Inc |
60 |
- |
$471.91 |
$470,000 |
967 |
0.03% |
128,000 |
0 |
0 |
Internet Service Prov... |
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EFA |
iShares TR MSCI EAFE Indx FD |
66 |
- |
$81.64 |
$406,000 |
5,084 |
0.02% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
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V |
Visa Inc |
68 |
- |
$280.10 |
$396,000 |
1,420 |
0.02% |
26,000 |
0 |
0 |
Business Services |
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UNH |
Unitedhealth Group Inc |
71 |
- |
$524.63 |
$345,000 |
697 |
0.02% |
-22,000 |
0 |
0 |
Health Care Plans |
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EFV |
iShares MSCI EAFE Value Ind... |
73 |
- |
$0.00 |
$327,000 |
6,003 |
0.02% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
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PDN |
Invesco Ftse Rafi Developed... |
74 |
- |
$33.65 |
$313,000 |
9,506 |
0.02% |
4,000 |
0 |
0.009 |
Closed - End Fund - Debt |
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SCHB |
Schwab Strategic Trust |
77 |
- |
$61.60 |
$284,000 |
4,647 |
0.02% |
25,000 |
0 |
0.002 |
Closed - End Fund - Debt |
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AMGN |
Amgen Inc |
78 |
- |
$312.47 |
$281,000 |
990 |
0.02% |
-4,000 |
0 |
0 |
Biotechnology |
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DFAU |
Dfa Dimensional Us Core Equ... |
84 |
- |
$0.00 |
$249,000 |
6,816 |
0.01% |
22,000 |
0 |
0 |
N/A |
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RSP |
Guggenheim ETF Trust - Gugg... |
89 |
- |
$168.04 |
$218,000 |
1,290 |
0.01% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
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PFS |
Provident Financial Service... |
93 |
- |
$16.18 |
$171,000 |
11,747 |
0.01% |
-41,000 |
0 |
0.015 |
Savings & Loans |
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CXM |
Sprinklr, Inc. |
94 |
- |
$12.51 |
$137,000 |
11,163 |
0.01% |
3,000 |
0 |
0.007 |
N/A |
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