Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 103,791 | +11,400 | $54,290 |
SPY | 103,791 | +11,400 | $54,290 |
INVESCO QQQ TR | 103,289 | +4,570 | $45,861 |
QQQ | 103,289 | +4,570 | $45,861 |
ISHARES TR (EFA) | 384,126 | -11,915 | $30,676 |
EFA | 384,126 | -11,915 | $30,676 |
VANGUARD INDEX FDS (VOO) | 47,699 | +3,603 | $22,929 |
VOO | 47,699 | +3,603 | $22,929 |
CINTAS CORP | 32,841 | +9,022 | $22,562 |
CTAS | 32,841 | +9,022 | $22,562 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 39,132 | +2,016 | $21,773 |
MDY | 39,132 | +2,016 | $21,773 |
ISHARES TR (IJR) | 179,037 | +7,309 | $19,787 |
IJR | 179,037 | +7,309 | $19,787 |
ISHARES TR (DVY) | 100,584 | +3,723 | $12,390 |
DVY | 100,584 | +3,723 | $12,390 |
ISHARES TR (ICF) | 201,233 | +3,017 | $11,611 |
ICF | 201,233 | +3,017 | $11,611 |
VANGUARD TAX MANAGED FDS (VEA) | 207,634 | +440 | $10,417 |
VEA | 207,634 | +440 | $10,417 |
VANGUARD INTL EQUITY INDEX F (VSS) | 75,738 | -3,302 | $8,849 |
VSS | 75,738 | -3,302 | $8,849 |
ISHARES TR (IJH) | 132,734 | +107,605 | $8,062 |
IJH | 132,734 | +107,605 | $8,062 |
VANGUARD BD INDEX FDS (BSV) | 95,052 | +8,023 | $7,288 |
BSV | 95,052 | +8,023 | $7,288 |
APPLE INC | 41,042 | +130 | $7,038 |
AAPL | 41,042 | +130 | $7,038 |
SPDR DOW JONES INDL AVERAGE (DIA) | 12,597 | +55 | $5,011 |
DIA | 12,597 | +55 | $5,011 |
VANGUARD INDEX FDS (VB) | 19,418 | +172 | $4,439 |
VB | 19,418 | +172 | $4,439 |
ISHARES TR (SCZ) | 61,099 | +2,992 | $3,869 |
SCZ | 61,099 | +2,992 | $3,869 |
DIMENSIONAL ETF TRUST (DFAC) | 118,259 | +19,251 | $3,778 |
DFAC | 118,259 | +19,251 | $3,778 |
ISHARES TR (HYG) | 47,774 | +3,121 | $3,713 |
HYG | 47,774 | +3,121 | $3,713 |
VANGUARD BD INDEX FDS (BIV) | 47,101 | +3,011 | $3,551 |
BIV | 47,101 | +3,011 | $3,551 |
ISHARES TR (IWB) | 11,904 | +2,229 | $3,429 |
IWB | 11,904 | +2,229 | $3,429 |
VANGUARD INTL EQUITY INDEX F (VWO) | 70,706 | +2,846 | $2,953 |
VWO | 70,706 | +2,846 | $2,953 |
SPDR SER TR (SPSM) | 57,993 | -976 | $2,496 |
SPSM | 57,993 | -976 | $2,496 |
VANGUARD INDEX FDS (VNQ) | 26,818 | +1,956 | $2,319 |
VNQ | 26,818 | +1,956 | $2,319 |
EXXON MOBIL CORP | 19,953 | UNCH | $2,319 |
XOM | 19,953 | UNCH | $2,319 |
MICROSOFT CORP | 5,282 | +4 | $2,222 |
MSFT | 5,282 | +4 | $2,222 |
ISHARES TR (SGOV) | 21,364 | -2,548 | $2,152 |
SGOV | 21,364 | -2,548 | $2,152 |
NVIDIA CORPORATION | 2,348 | +17 | $2,122 |
NVDA | 2,348 | +17 | $2,122 |
VANGUARD INDEX FDS (VO) | 8,178 | +30 | $2,043 |
VO | 8,178 | +30 | $2,043 |
ALPHABET INC | 12,380 | +37 | $1,869 |
GOOGL | 12,380 | +37 | $1,869 |
ISHARES TR (IWF) | 5,000 | +7 | $1,685 |
IWF | 5,000 | +7 | $1,685 |
JPMORGAN CHASE & CO | 7,629 | -27 | $1,528 |
JPM | 7,629 | -27 | $1,528 |
SCHWAB STRATEGIC TR | 69,199 | -293 | $1,405 |
SCHH | 69,199 | -293 | $1,405 |
ISHARES TR (IWM) | 6,670 | +12 | $1,403 |
IWM | 6,670 | +12 | $1,403 |
BERKSHIRE HATHAWAY INC DEL | $1,362 | ||
BRK.B | 3,238 | UNCH | $1,362 |
DISCOVER FINL SVCS | 9,929 | UNCH | $1,302 |
DFS | 9,929 | UNCH | $1,302 |
ISHARES TR (IWR) | 15,331 | +39 | $1,289 |
IWR | 15,331 | +39 | $1,289 |
AMAZON COM INC | 6,589 | UNCH | $1,189 |
AMZN | 6,589 | UNCH | $1,189 |
MICRON TECHNOLOGY INC | 9,833 | +39 | $1,159 |
MU | 9,833 | +39 | $1,159 |
VANGUARD INDEX FDS (VTI) | 4,155 | +73 | $1,080 |
VTI | 4,155 | +73 | $1,080 |
AMERICAN EXPRESS CO | 4,432 | +5 | $1,009 |
AXP | 4,432 | +5 | $1,009 |
ISHARES TR (MUB) | 8,953 | +1,008 | $963 |
MUB | 8,953 | +1,008 | $963 |
EA SERIES TRUST | 45,061 | +2,544 | $958 |
BSVO | 45,061 | +2,544 | $958 |
ABBVIE INC | 5,206 | -5 | $948 |
ABBV | 5,206 | -5 | $948 |
VANGUARD SPECIALIZED FUNDS (VIG) | 5,092 | +370 | $930 |
VIG | 5,092 | +370 | $930 |
META PLATFORMS INC | 1,913 | +25 | $929 |
META | 1,913 | +25 | $929 |
HOME DEPOT INC | 2,338 | +5 | $897 |
HD | 2,338 | +5 | $897 |
DIMENSIONAL ETF TRUST (DFAX) | 34,911 | -18 | $888 |
DFAX | 34,911 | -18 | $888 |
MERCK & CO INC | 6,551 | UNCH | $864 |
MRK | 6,551 | UNCH | $864 |
ISHARES TR (IVW) | 10,023 | +2 | $846 |
IVW | 10,023 | +2 | $846 |
See Full List: All Stocks Held By IFG Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By IFG Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $386,395 At 12/31/2023: $340,881 IFG Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IFG Advisors LLC 13F filings. Link to 13F filings: SEC filings |