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Capitalism, Inc.
Conservative: Suitable for investors who have 4 years before needing approximately 20% of their investments and are willing to accept a conservative degree of risk for incremental portfolio growth potential with an emphasis on capital preservation.
The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
Implementations
IFA SVP CA Municipal Bonds Index Portfolio 15 Allocation
Equity Allocation: 15%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 9.60% | Large | 3.60% | Blend | 1.80% | DFA US Equity ETF | 1.80% | DFUS | 2,438 | $277,613.51 | 4.47 | ||||||
| Value | 1.80% | DFA US Large Cap Value ETF | 1.80% | DFLV | 345 | $90,419.50 | 2.28 | |||||||||||
| Small | 6.00% | Blend | 3.00% | DFA US Small Cap ETF | 3.00% | DFAS | 2,075 | $4,035.22 | 1.83 | |||||||||
| Value | 3.00% | Dimensional US Small Cap Value ETF | 3.00% | DFSV | 1,021 | $3,267.01 | 1.05 | |||||||||||
| Global | 0.75% | Large | 0.75% | Real Estate | 0.75% | DFA Global Real Estate ETF | 0.75% | DFGR | 450 | $17,350.22 | 1.68 | |||||||
| International | 2.70% | Large | 0.90% | Value | 0.90% | Dimensional International Value ETF | 0.90% | DFIV | 535 | $36,276.07 | 1.13 | |||||||
| Small | 1.80% | Blend | 0.90% | DFA International Small Cap ETF | 0.90% | DFIS | 3,442 | $2,508.43 | 1.37 | |||||||||
| Value | 0.90% | DFA International Small Cap Value ETF | 0.90% | DISV | 1,488 | $2,366.51 | 0.89 | |||||||||||
| Emerging Markets | 1.95% | Large | 1.20% | Value | 0.60% | DFA Emerging Markets Value ETF | 0.60% | DFEV | 3,216 | $13,048.84 | 1.04 | |||||||
| Core | 0.60% | DFA Emerging Core Equity Market ETF | 0.60% | DFAE | 6,289 | $28,131.32 | 1.78 | |||||||||||
| Small | 0.75% | Blend | 0.75% | DFA Emerging Markets Small Cap | 0.75% | DEMSX | 4,480 | $1,565.24 | 1.32 |
Fixed Income Allocation: 85%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CA Muni | 85.00% | Short | 42.50% | Municipal | 42.50% | DFA California Short-Term Municipal Bond I | 42.50% | DFCMX | 288 | n/a | n/a | ||||||
 | Intermediate | 42.50% | Municipal | 42.50% | Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares | 42.50% | VCADX | 5,007 | n/a | n/a |
*Updated as of 9/2/2025
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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