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The Analysis of IF Advisors, LLC's Holdings & P&L

Currently, IF Advisors, LLC holds 53 types of securities in its portfolio with a total value $141.5M. In the most recent quarter, they have increased their positions in VTI (+11.7K shares, valued at $3.8M), JAAA (+46.9K shares, valued at $2.4M), VEA (+26.8K shares, valued at $1.7M); decreased their positions in VV (-4.2K shares, valued at $1.2M), JMST (-12.8K shares, valued at $655.1K), TSLA (-1.7K shares, valued at $618.2K); initiated new positions in JAAA (+46.9K shares, valued at $2.4M), DFAC (+34.5K shares, valued at $1.3M), AVUS (+10.0K shares, valued at $1.1M).

1M P&L

+1.0M+0.72%

3M P&L

+4.2M+2.96%

HY P&L

-23.5M-13.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A130.6M

97.0%

2Oil & Gas Integrated1.9M

1.4%

3Auto Manufacturers1.0M

0.8%

Top Industries by Stock Count

1N/A43 stocks

87.8%

2Oil & Gas Integrated1 stocks

2.0%

3Auto Manufacturers1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV Vanguard Index Funds49.1K shares-7.81%2026-03-312026-05-14

VEA Vanguard Index Funds222.6K shares13.69%2026-03-312026-05-14

VO Vanguard Index Funds35.2K shares10.09%2026-03-312026-05-14

JMST JPMorgan Trust I158.0K shares-7.52%2026-03-312026-05-14

VWO Vanguard Index Funds130.3K shares5.51%2026-03-312026-05-14

Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del11.6K shares-7.16%2026-03-312026-05-14

VTV Vanguard Index Funds26.9K shares0.06%2026-03-312026-05-14

BND Vanguard Bond Index Funds71.5K shares2.80%2026-03-312026-05-14

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EFV iShares Trust63.1K shares0.89%2026-03-312026-05-14

VB Vanguard Index Funds17.5K shares1.11%2026-03-312026-05-14

SUB iShares Trust42.5K shares13.70%2026-03-312026-05-14

VTES Vanguard Municipal Bond Funds44.5K shares11.25%2026-03-312026-05-14

VTI Vanguard Index Funds13.1K shares817.54%2026-03-312026-05-14

IEI iShares Trust32.0K shares6.46%2026-03-312026-05-14

AVUV American Century ETF Trust33.2K shares7.68%2026-03-312026-05-14

VNQ Vanguard Specialized Funds41.0K shares-2.39%2026-03-312026-05-14

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SCHX Schwab Strategic Trust125.0K shares57.37%2026-03-312026-05-14

SCHF Schwab Strategic Trust108.5K shares38.40%2026-03-312026-05-14

SHY iShares Trust31.9K shares6.75%2026-03-312026-05-14

SCHA Schwab Strategic Trust83.1K shares-0.00%2026-03-312026-05-14

JAAA Janus Detroit Street Trust46.9K sharesnew addition2026-03-312026-05-14

AVLV American Century ETF Trust26.9K shares38.32%2026-03-312026-05-14

VBR Vanguard Index Funds9.5K shares2.22%2026-03-312026-05-14

XOM Exxon Mobil Corp11.4K shares0.03%2026-03-312026-05-14

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SCHM Schwab Strategic Trust50.0K shares59.53%2026-03-312026-05-14

IWM iShares Trust6.1K shares0.08%2026-03-312026-05-14

DFAC Dimensional ETF Trust34.5K sharesnew addition2026-03-312026-05-14

AVUS American Century ETF Trust10.0K sharesnew addition2026-03-312026-05-14

IEF iShares Trust11.2K shares11.99%2026-03-312026-05-14

TSLA Tesla Inc2.8K shares-37.27%2026-03-312026-05-14

SCHD Schwab Strategic Trust30.3K sharesnew addition2026-03-312026-05-14

DFIC Dimensional ETF Trust25.7K sharesnew addition2026-03-312026-05-14

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VTEB Vanguard Municipal Bond Funds16.0K shares0.00%2026-03-312026-05-14

SCHH Schwab Strategic Trust32.9K shares0.00%2026-03-312026-05-14

SCHY Schwab Strategic Trust20.9K sharesnew addition2026-03-312026-05-14

SCHE Schwab Strategic Trust19.4K shares-0.01%2026-03-312026-05-14

IEMG iShares Trust8.3K shares175.14%2026-03-312026-05-14

Vanguard Index Funds Vanguard Index Funds965 shares0.00%2026-03-312026-05-14

DFEM Dimensional ETF Trust13.5K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA Corp2.5K shares0.00%2026-03-312026-05-14

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CALF Pacer Funds Trust8.8K sharesnew addition2026-03-312026-05-14

IEFA iShares Trust4.1K sharesnew addition2026-03-312026-05-14

Alphabet Inc Alphabet Inc1.3K shares0.00%2026-03-312026-05-14

SLYV SPDR Series Trust3.8K sharesnew addition2026-03-312026-05-14

AVIV American Century ETF Trust4.2K sharesnew addition2026-03-312026-05-14

SCHV Schwab Strategic Trust9.7K sharesnew addition2026-03-312026-05-14

SPDR Series Trust SPDR Series Trust3.1K sharesnew addition2026-03-312026-05-14

VXUS Vanguard Index Funds3.4K shares0.00%2026-03-312026-05-14

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EZM WisdomTree Trust3.8K shares0.00%2026-03-312026-05-14

HTH Hilltop Holdings Inc6.8K shares0.00%2026-03-312026-05-14

IVV iShares Trust353 shares0.00%2026-03-312026-05-14

OKLO Oklo Inc4.4K shares-19.12%2026-03-312026-05-14

CMC Commercial Metals Co3.5K shares-42.55%2026-03-312026-05-14

Vanguard Index Funds

-7.81%

Shares49.1K

Event2026-03-31

Filed2026-05-14

VEA

Vanguard Index Funds

13.69%

Shares222.6K

Event2026-03-31

Filed2026-05-14

Vanguard Index Funds

10.09%

Shares35.2K

Event2026-03-31

Filed2026-05-14

JMST

JPMorgan Trust I

-7.52%

Shares158.0K

Event2026-03-31

Filed2026-05-14

VWO

Vanguard Index Funds

5.51%

Shares130.3K

Event2026-03-31

Filed2026-05-14

Berkshire Hathaway Inc Del

-7.16%

Shares11.6K

Event2026-03-31

Filed2026-05-14

VTV

Vanguard Index Funds

0.06%

Shares26.9K

Event2026-03-31

Filed2026-05-14

BND

Vanguard Bond Index Funds

2.80%

Shares71.5K

Event2026-03-31

Filed2026-05-14

EFV

iShares Trust

0.89%

Shares63.1K

Event2026-03-31

Filed2026-05-14

Vanguard Index Funds

1.11%

Shares17.5K

Event2026-03-31

Filed2026-05-14

SUB

iShares Trust

13.70%

Shares42.5K

Event2026-03-31

Filed2026-05-14

VTES

Vanguard Municipal Bond Funds

11.25%

Shares44.5K

Event2026-03-31

Filed2026-05-14

VTI

Vanguard Index Funds

817.54%

Shares13.1K

Event2026-03-31

Filed2026-05-14

IEI

iShares Trust

6.46%

Shares32.0K

Event2026-03-31

Filed2026-05-14

AVUV

American Century ETF Trust

7.68%

Shares33.2K

Event2026-03-31

Filed2026-05-14

VNQ

Vanguard Specialized Funds

-2.39%

Shares41.0K

Event2026-03-31

Filed2026-05-14

SCHX

Schwab Strategic Trust

57.37%

Shares125.0K

Event2026-03-31

Filed2026-05-14

SCHF

Schwab Strategic Trust

38.40%

Shares108.5K

Event2026-03-31

Filed2026-05-14

SHY

iShares Trust

6.75%

Shares31.9K

Event2026-03-31

Filed2026-05-14

SCHA

Schwab Strategic Trust

-0.00%

Shares83.1K

Event2026-03-31

Filed2026-05-14

JAAA

Janus Detroit Street Trust

New

Shares46.9K

Event2026-03-31

Filed2026-05-14

AVLV

American Century ETF Trust

38.32%

Shares26.9K

Event2026-03-31

Filed2026-05-14

VBR

Vanguard Index Funds

2.22%

Shares9.5K

Event2026-03-31

Filed2026-05-14

XOM

Exxon Mobil Corp

0.03%

Shares11.4K

Event2026-03-31

Filed2026-05-14

SCHM

Schwab Strategic Trust

59.53%

Shares50.0K

Event2026-03-31

Filed2026-05-14

IWM

iShares Trust

0.08%

Shares6.1K

Event2026-03-31

Filed2026-05-14

DFAC

Dimensional ETF Trust

New

Shares34.5K

Event2026-03-31

Filed2026-05-14

AVUS

American Century ETF Trust

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

IEF

iShares Trust

11.99%

Shares11.2K

Event2026-03-31

Filed2026-05-14

TSLA

Tesla Inc

-37.27%

Shares2.8K

Event2026-03-31

Filed2026-05-14

SCHD

Schwab Strategic Trust

New

Shares30.3K

Event2026-03-31

Filed2026-05-14

DFIC

Dimensional ETF Trust

New

Shares25.7K

Event2026-03-31

Filed2026-05-14

VTEB

Vanguard Municipal Bond Funds

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-14

SCHH

Schwab Strategic Trust

0.00%

Shares32.9K

Event2026-03-31

Filed2026-05-14

SCHY

Schwab Strategic Trust

New

Shares20.9K

Event2026-03-31

Filed2026-05-14

SCHE

Schwab Strategic Trust

-0.01%

Shares19.4K

Event2026-03-31

Filed2026-05-14

IEMG

iShares Trust

175.14%

Shares8.3K

Event2026-03-31

Filed2026-05-14

Vanguard Index Funds

0.00%

Shares965

Event2026-03-31

Filed2026-05-14

DFEM

Dimensional ETF Trust

New

Shares13.5K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA Corp

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

CALF

Pacer Funds Trust

New

Shares8.8K

Event2026-03-31

Filed2026-05-14

IEFA

iShares Trust

New

Shares4.1K

Event2026-03-31

Filed2026-05-14

Alphabet Inc

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SLYV

SPDR Series Trust

New

Shares3.8K

Event2026-03-31

Filed2026-05-14

AVIV

American Century ETF Trust

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

SCHV

Schwab Strategic Trust

New

Shares9.7K

Event2026-03-31

Filed2026-05-14

SPDR Series Trust

New

Shares3.1K

Event2026-03-31

Filed2026-05-14

VXUS

Vanguard Index Funds

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

EZM

WisdomTree Trust

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

HTH

Hilltop Holdings Inc

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

IVV

iShares Trust

0.00%

Shares353

Event2026-03-31

Filed2026-05-14

OKLO

Oklo Inc

-19.12%

Shares4.4K

Event2026-03-31

Filed2026-05-14

CMC

Commercial Metals Co

-42.55%

Shares3.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available