Co-Chief Compliance Officer

0001665097-22-000006.txt : 20220506 0001665097-22-000006.hdr.sgml : 20220506 20220506154735 ACCESSION NUMBER: 0001665097-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Index Fund Advisors, Inc. CENTRAL INDEX KEY: 0001665097 IRS NUMBER: 463096907 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-21495 FILM NUMBER: 22900825 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-502-0050 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001665097 XXXXXXXX 03-31-2022 03-31-2022 true 1 NEW HOLDINGS Index Fund Advisors, Inc.

19200 VON KARMAN AVE. SUITE 150 IRVINE CA 92612

13F HOLDINGS REPORT 028-21495 N Michelle Ojeda Co-Chief Compliance Officer 949-428-0442 Michelle Ojeda Irvine CA 05-06-2022 0 96 1342113 INFORMATION TABLE 2 ifa13fq120222.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 406694 8731085 SH SOLE 8731085 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 386599 6896173 SH SOLE 6896172 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 299953 6118988 SH SOLE 6118988 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 121364 3624983 SH SOLE 3624982 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21103 265308 SH SOLE 265307 0 0 APPLE INC COM 037833100 15816 90579 SH SOLE 90579 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5980 26266 SH SOLE 26265 0 0 COSTCO WHSL CORP NEW COM 22160K105 5590 9707 SH SOLE 9706 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 5007 23562 SH SOLE 23561 0 0 ISHARES TR CORE S&P500 ETF 464287200 4460 9831 SH SOLE 9830 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3640 20688 SH SOLE 20688 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3430 63693 SH SOLE 63693 0 0 AMAZON COM INC COM 023135106 3280 1006 SH SOLE 1006 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2971 6579 SH SOLE 6578 0 0 MICROSOFT CORP COM 594918104 2539 8235 SH SOLE 8235 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2422 10184 SH SOLE 10184 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2392 86730 SH SOLE 86729 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2008 13414 SH SOLE 13413 0 0 GUARANTY BANCSHARES INC TEX COM 400764106 1807 51640 SH SOLE 51640 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1535 10390 SH SOLE 10389 0 0 JOHNSON & JOHNSON COM 478160104 1459 8231 SH SOLE 8230 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1400 33543 SH SOLE 33543 0 0 JACOBS ENGR GROUP INC COM 469814107 1379 10005 SH SOLE 10005 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1373 12726 SH SOLE 12725 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1361 11155 SH SOLE 11154 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1340 17160 SH SOLE 17160 0 0 ALPHABET INC CAP STK CL A 02079K305 1224 440 SH SOLE 440 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1078 3054 SH SOLE 3054 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1059 21372 SH SOLE 21372 0 0 ISHARES TR CORE S&P TTL STK 464287150 1037 10277 SH SOLE 10277 0 0 ALPHABET INC CAP STK CL C 02079K107 1003 359 SH SOLE 359 0 0 VISA INC COM CL A 92826C839 997 4494 SH SOLE 4494 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 929 16138 SH SOLE 16138 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 892 8808 SH SOLE 8808 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 888 8197 SH SOLE 8196 0 0 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 862 66253 SH SOLE 66252 0 0 ISHARES INC CORE MSCI EMKT 46434G103 809 14571 SH SOLE 14570 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 770 16253 SH SOLE 16253 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 740 1783 SH SOLE 1782 0 0 ISHARES TR EAFE SML CP ETF 464288273 723 10892 SH SOLE 10891 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 710 6322 SH SOLE 6321 0 0 ABBVIE INC COM 00287Y109 696 4295 SH SOLE 4295 0 0 TESLA INC COM 88160R101 685 636 SH SOLE 636 0 0 STARBUCKS CORP COM 855244109 682 7492 SH SOLE 7491 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 670 26332 SH SOLE 26331 0 0 BK OF AMERICA CORP COM 060505104 636 15430 SH SOLE 15429 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 622 24149 SH SOLE 24149 0 0 JPMORGAN CHASE & CO COM 46625H100 608 4458 SH SOLE 4457 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 594 10697 SH SOLE 10697 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 582 1604 SH SOLE 1604 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 572 1732 SH SOLE 1731 0 0 COCA COLA CO COM 191216100 554 8941 SH SOLE 8940 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 547 9652 SH SOLE 9652 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 534 10004 SH SOLE 10003 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH SOLE 1 0 0 PEPSICO INC COM 713448108 509 3041 SH SOLE 3040 0 0 ISHARES TR SP SMCP600VL ETF 464287879 472 4612 SH SOLE 4612 0 0 ISHARES TR MSCI EAFE ETF 464287465 463 6294 SH SOLE 6294 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 462 2906 SH SOLE 2906 0 0 SCHWAB CHARLES CORP COM 808513105 442 5244 SH SOLE 5244 0 0 PROVIDENT FINL SVCS INC COM 74386T105 430 18362 SH SOLE 18362 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 425 11576 SH SOLE 11575 0 0 NVIDIA CORPORATION COM 67066G104 419 1535 SH SOLE 1534 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 416 8656 SH SOLE 8656 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 413 8165 SH SOLE 8165 0 0 UNITEDHEALTH GROUP INC COM 91324P102 401 787 SH SOLE 787 0 0 AT&T INC COM 00206R102 395 16727 SH SOLE 16727 0 0 TRUIST FINL CORP COM 89832Q109 389 6866 SH SOLE 6866 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 380 6659 SH SOLE 6659 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 375 8136 SH SOLE 8136 0 0 BOEING CO COM 097023105 350 1826 SH SOLE 1825 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 335 8815 SH SOLE 8814 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 328 9506 SH SOLE 9506 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 308 7000 SH SOLE 7000 0 0 ISHARES TR EAFE VALUE ETF 464288877 299 5952 SH SOLE 5952 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 297 5831 SH SOLE 5831 0 0 PPG INDS INC COM 693506107 294 2239 SH SOLE 2239 0 0 UNION PAC CORP COM 907818108 293 1074 SH SOLE 1073 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 287 9916 SH SOLE 9915 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 278 1672 SH SOLE 1672 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 275 3535 SH SOLE 3534 0 0 EXXON MOBIL CORP COM 30231G102 271 3276 SH SOLE 3276 0 0 YUM BRANDS INC COM 988498101 267 2252 SH SOLE 2252 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 265 1269 SH SOLE 1268 0 0 META PLATFORMS INC CL A 30303M102 261 1175 SH SOLE 1175 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 253 9128 SH SOLE 9128 0 0 ISHARES TR MSCI INTL SML CP 46434V266 241 7027 SH SOLE 7027 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 223 378 SH SOLE 378 0 0 STRYKER CORPORATION COM 863667101 222 831 SH SOLE 831 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 221 1398 SH SOLE 1398 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 217 6885 SH SOLE 6885 0 0 ORACLE CORP COM 68389X105 216 2610 SH SOLE 2609 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 211 3614 SH SOLE 3614 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 210 1150 SH SOLE 1149 0 0 SPRINKLR INC CL A 85208T107 133 11163 SH SOLE 11163 0 0 BNY MELLON HIGH YIELD STRATE SH BEN INT 09660L105 33 11779 SH SOLE 11779 0 0