IFA 401(k)/ 403(b) Plans
General Asset
Class Allocation		Specific IFA Index
Allocation		Portfolio Account Index
Funds Allocation (Fund Symbols)		Number of Holdings**Wtd Avg Mkt Cap (millions)**Wtd Avg Book-to
-Market**
28%US Large14.00%IFA US Large Company Index14.00%DFA US Large Company (DFUSX)
Schwab S&P 500 (SWPPX)
Fidelity S&P 500 (FSMKX)
Vanguard 500 Index Fund (VFINX)		499


5071		$75,298


$35,900*1		0.57


0.501
14.00%IFA US Large Cap Value Index14.00%DFA US Large Cap Value (DFLVX)219$39,3571.07
14%US Small7.00%IFA US Small Cap Index7.00%DFA US Small Cap (DFSTX)2,694$8990.71
7.00%IFA US Small Cap Value Index7.00%DFA US Targeted Value (DFFVX)1,571$1,4241.05
7%Real Estate7.00%IFA Real Estate Index7.00%DFA Global Real Estate Securities (DFGEX)295$6,8600.77
14%International7.00%IFA International Value Index7.00%DFA International Value (DFIVX)515$31,3031.03
3.50%IFA International Small Company Index3.50%DFA International Small Company (DFISX)4,587$1,2400.84
3.50%IFA International Small Cap Value Index3.50%DFA International Small Cap Value (DISVX)2,190$1,1561.37
7%Emerging Markets2.10%IFA Emerging Markets Index2.10%DFA Emerging Markets (DFEMX)655$42,0150.49
2.10%IFA Emerging Markets Value Index2.10%DFA Emerging Markets Value (DFEVX)1,997$16,9700.83
2.80%IFA Emerging Markets Small Cap Index2.80%DFA Emerging Small Cap (DEMSX)2,558$1,3200.69
30%Fixed Income7.50%IFA One-Year Fixed Income Index7.50%DFA One-Year Fixed Income (DFIHX)116nana
7.50%IFA Two-Year Global Fixed Income Index7.50%DFA Two-Year Global Fixed Income (DFGFX)131nana
7.50%IFA Five-Year Government Index7.50%DFA Five-Year Government (DFFGX)
Vanguard Short-Term Bond Index (VBISX)
Vanguard Short-Term Federal (VSGBX)		17nana
7.50%IFA Five-Year Global Fixed Income Index7.50%DFA Five-Year Global Fixed Income (DFGBX)94nana
**As of June 30, 2010                                       *Median or average market cap is shown because weighted average market cap is not given.
1Note: Vanguard data as of 4/30/2009; iShares data as of 3/31/2009; Schwab ETF data as of 6/8/2010
Copyright © 1999-2010 Index Funds Advisors, Inc. All rights reserved.
 Backtested Performance Info
 

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

Index Funds Advisors, Inc.    
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.