Co-Chief Compliance Officer

0001665097-22-000008.txt : 20220727 0001665097-22-000008.hdr.sgml : 20220727 20220727155844 ACCESSION NUMBER: 0001665097-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220727 DATE AS OF CHANGE: 20220727 EFFECTIVENESS DATE: 20220727 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-21495 FILM NUMBER: 221110955 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 1 primary_doc.xml 13F-HR LIVE false false false 0001665097 XXXXXXXX 06-30-2022 06-30-2022 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 07-27-2022 0 90 1320436 false INFORMATION TABLE 2 ifa13fq22022.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 327352 8139036 SH SOLE 8139036 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 317764 6620079 SH SOLE 6620078 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 239972 5888877 SH SOLE 5888877 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 220838 6988535 SH SOLE 6988535 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 104699 3624049 SH SOLE 3624048 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20087 266901 SH SOLE 266900 0 0 APPLE INC COM 037833100 12766 93370 SH SOLE 93369 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4892 25937 SH SOLE 25937 0 0 COSTCO WHSL CORP NEW COM 22160K105 4661 9724 SH SOLE 9724 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4063 23070 SH SOLE 23069 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 3463 153505 SH SOLE 153505 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3344 337130 SH SOLE 337129 0 0 ISHARES TR CORE S&P500 ETF 464287200 2946 7769 SH SOLE 7769 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2251 50410 SH SOLE 50410 0 0 MICROSOFT CORP COM 594918104 2244 8738 SH SOLE 8737 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2212 5865 SH SOLE 5864 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2208 14736 SH SOLE 14735 0 0 AMAZON COM INC COM 023135106 2141 20161 SH SOLE 20160 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1997 10138 SH SOLE 10137 0 0 GUARANTY BANCSHARES INC TEX COM 400764106 1872 51640 SH SOLE 51640 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1853 79544 SH SOLE 79544 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1716 13251 SH SOLE 13251 0 0 JOHNSON & JOHNSON COM 478160104 1552 8744 SH SOLE 8743 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1330 10084 SH SOLE 10083 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1320 17304 SH SOLE 17303 0 0 JACOBS ENGR GROUP INC COM 469814107 1272 10005 SH SOLE 10005 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1246 33849 SH SOLE 33848 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1229 10295 SH SOLE 10295 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1051 21372 SH SOLE 21372 0 0 VISA INC COM CL A 92826C839 885 4495 SH SOLE 4494 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 868 3179 SH SOLE 3179 0 0 ALPHABET INC CAP STK CL A 02079K305 861 395 SH SOLE 395 0 0 ISHARES TR CORE S&P TTL STK 464287150 861 10277 SH SOLE 10277 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 791 15837 SH SOLE 15836 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 787 2269 SH SOLE 2268 0 0 ALPHABET INC CAP STK CL C 02079K107 783 358 SH SOLE 358 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 778 8543 SH SOLE 8542 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 740 8666 SH SOLE 8666 0 0 ISHARES INC CORE MSCI EMKT 46434G103 717 14623 SH SOLE 14622 0 0 ABBVIE INC COM 00287Y109 711 4645 SH SOLE 4645 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 670 6589 SH SOLE 6588 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 629 16132 SH SOLE 16131 0 0 ISHARES TR EAFE SML CP ETF 464288273 596 10924 SH SOLE 10923 0 0 COCA COLA CO COM 191216100 588 9345 SH SOLE 9345 0 0 STARBUCKS CORP COM 855244109 573 7499 SH SOLE 7498 0 0 PEPSICO INC COM 713448108 529 3176 SH SOLE 3176 0 0 JPMORGAN CHASE & CO COM 46625H100 525 4659 SH SOLE 4659 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 524 16765 SH SOLE 16764 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 502 1692 SH SOLE 1691 0 0 ISHARES TR CORE S&P SCP ETF 464287804 480 5189 SH SOLE 5189 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 477 9812 SH SOLE 9812 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 463 10719 SH SOLE 10718 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 422 9544 SH SOLE 9543 0 0 ORACLE CORP COM 68389X105 419 6003 SH SOLE 6002 0 0 ISHARES TR SP SMCP600VL ETF 464287879 411 4618 SH SOLE 4617 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 1 0 0 TESLA INC COM 88160R101 407 605 SH SOLE 605 0 0 UNITEDHEALTH GROUP INC COM 91324P102 404 787 SH SOLE 787 0 0 ISHARES TR MSCI EAFE ETF 464287465 396 6340 SH SOLE 6339 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 384 2916 SH SOLE 2915 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 369 11742 SH SOLE 11742 0 0 PROVIDENT FINL SVCS INC COM 74386T105 356 16005 SH SOLE 16005 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 353 8650 SH SOLE 8649 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 338 1204 SH SOLE 1204 0 0 LILLY ELI & CO COM 532457108 336 1035 SH SOLE 1034 0 0 SCHWAB CHARLES CORP COM 808513105 331 5244 SH SOLE 5244 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 320 6660 SH SOLE 6660 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 303 3944 SH SOLE 3943 0 0 UNION PAC CORP COM 907818108 284 1333 SH SOLE 1333 0 0 PPG INDS INC COM 693506107 280 2450 SH SOLE 2450 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 277 9506 SH SOLE 9506 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 261 3822 SH SOLE 3822 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 261 6271 SH SOLE 6270 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 259 9998 SH SOLE 9998 0 0 ISHARES TR EAFE VALUE ETF 464288877 258 5938 SH SOLE 5938 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 255 7000 SH SOLE 7000 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 255 5321 SH SOLE 5321 0 0 BK OF AMERICA CORP COM 060505104 249 7992 SH SOLE 7992 0 0 BOEING CO COM 097023105 243 1781 SH SOLE 1780 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 243 1678 SH SOLE 1677 0 0 NVIDIA CORPORATION COM 67066G104 233 1535 SH SOLE 1534 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 230 9065 SH SOLE 9065 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 219 9875 SH SOLE 9874 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 211 3583 SH SOLE 3583 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 207 4081 SH SOLE 4081 0 0 AT&T INC COM 00206R102 201 9573 SH SOLE 9573 0 0 DOCGO INC COM 256086109 136 19000 SH SOLE 19000 0 0 SPRINKLR INC CL A 85208T107 113 11163 SH SOLE 11163 0 0 VIEWRAY INC COM 92672L107 70 26570 SH SOLE 26570 0 0 XOS INC COMMON STOCK 98423B108 54 29363 SH SOLE 29363 0 0