IFS Advisors, LLC
CIK 1765617 · Holdings on Dec 31, 2023 · First reported Jan 5, 2024
Top ten holdings
Q4 2023- IVV44.46%
- DGRO13.30%
- VGT12.69%
- IJH7.57%
- IJR7.40%
- SCHA7.02%
- VO2.56%
- IWB0.72%
- IWF0.53%
- AAPL0.41%
Share classes counted separately96.66%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $37.42M | 44.46% | 78.34K shares | — | ↗▾ | |
| 02 | DGROISHARES CORE DIVIDEND GROWTHETF View history and evidence | $11.19M | 13.30% | 208.00K shares | — | ↗▾ | |
| 03 | VGTVANGUARD INFO TECH ETFETF View history and evidence | $10.68M | 12.69% | 22.06K shares | — | ↗▾ | |
| 04 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $6.37M | 7.57% | 22.97K shares | — | ↗▾ | |
| 05 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $6.23M | 7.40% | 57.53K shares | — | ↗▾ | |
| 06 | SCHASCHWAB US SMALL-CAP ETFETF View history and evidence | $5.91M | 7.02% | 125.06K shares | — | ↗▾ | |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $2.15M | 2.56% | 9.26K shares | — | ↗▾ | |
| 08 | IWBISHARES RUSSELL 1000 ETFETF View history and evidence | $603.20K | 0.72% | 2.30K shares | — | ↗▾ | |
| 09 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $445.05K | 0.53% | 1.47K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INCStock View history and evidence | $340.84K | 0.41% | 1.77K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PKST PEAKSTONE REALTY TRUST | Non-derivative | — | — | SEC filing ↗ | |
| GE GENERAL ELECTRIC | Non-derivative | — | — | SEC filing ↗ | |
| VMW VMWARE INC-CLASS A | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1765617 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 84157094
}Research all 148 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.