Index Fund Advisors, Inc.

Long-term investor · CA · @indexfundadvisorsinc
+6.8%
All time
S&P +14.9%

Long-term investor

Index Fund Advisors, Inc. @indexfundadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665097).

Record

  • Tracked since 2025-06-30 (494 days), 12 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +2.5% · 1 year +6.8% · all +6.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V500 · 19.3% · long · since 2025-09-30
  • 25434V401 · 17.6% · long · since 2025-09-30
  • 25434V609 · 17.6% · long · since 2025-09-30
  • 25434V724 · 13.4% · long · since 2025-09-30
  • 25434V807 · 8.4% · long · since 2025-09-30
  • 25434V666 · 2.6% · long · since 2025-09-30
  • 46436E718 · 1.7% · long · since 2025-09-30
  • 921937835 · 1.5% · long · since 2025-09-30
  • 25434V708 · 1.3% · long · since 2025-09-30
  • 25434V781 · 1.3% · long · since 2025-09-30
  • 25434V773 · 1.1% · long · since 2025-09-30
  • 25434V302 · 1.0% · long · since 2025-09-30

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