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IFA Index Portfolio 100 IFA Index Portfolio 35

Moderately Conservative: Suitable for investors who have 6 years before needing approximately 20% of their investments and are willing to accept a moderately conservative degree of risk to achieve portfolio growth potential.

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.

IFA Diversified Index Managers Portfolio 35 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
8.40% US Large4.20%US Large CapSchwab S&P 500SWPPX503$315,655.014.41
4.20%US Large ValueVanguard Value Index IVIVIX353$115,810.402.66
14.00% US Small7.00%US Small ValueVanguard Small Cap Index IVSCIX1,425$6,464.892.32
7.00%US Small ValueDFA US Small Cap ValueDFSVX1,037$3,001.300.99
1.75% Real Estate1.75%Global Real EstateDFA Global Real Estate SecuritiesDFGEX144$17,725.281.64
6.30% International2.10%International ValueSchwab Fdmtl Intl Lg Co IdxSFNNX945$37,965.271.11
2.10%International Small Cap ValueSchwab Fdmtl Intl Sm Co IdxSFILX1,740$2,782.491.05
2.10%International Small Cap ValueDFA International Small Cap ValueDISVX1,860$2,040.890.86
4.55% Emerging Markets1.40%Emerging Markets ValueSchwab Fdmtl Emerg Mkts Lg Co IdxSFENX385$41,781.040.97
1.40%Emerging Markets ValueDFA Emerging Markets ValueDFEVX3,418$13,235.440.91
1.75%Emerging Markets Small CapDFA Emerging Markets Small CapDEMSX4,364$1,454.631.27
65.00% Fixed Income21.53%Investment Grade Fixed IncomeVanguard Total Bond Market Index IVBTIX17,666n/an/a
21.53%Short Term Gov Fixed IncomeVanguard Short-Term Treasury IVFIRX188n/an/a
10.97%Five Year Fixed IncomeDFA Five-Year Global Fixed IncomeDFGBX344n/an/a
10.97%Two Year Fixed IncomeDFA Two-Year Global Fixed IncomeDFGFX272n/an/a
*Updated as of 6/2/2025