IFS Advisors, LLC: 13F holdings
CIK 17656172026Q2
| Positions | 220 |
|---|---|
| Reported value | $208.8m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 45,588 | $34.1m | 16.4% |
| IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 973,964 | $23.6m | 11.3% |
| DGRO ISHARES CORE DIVIDEND GROWTH ETF | 240,027 | $18.2m | 8.7% |
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 176,007 | $17.7m | 8.5% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 501,330 | $17.0m | 8.1% |
| BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 766,729 | $15.0m | 7.2% |
| IEFA ISHARES CORE MSCI EAFE ETF | 150,786 | $14.6m | 7.0% |
| IJH ISHARES CORE S&P MID-CAP ETF | 161,401 | $12.4m | 6.0% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 189,548 | $9.6m | 4.6% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 60,687 | $9.0m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765617")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.