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Capitalism, Inc.
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.
Implementations
IFA Small Cap Value Multi-Manager Portfolio 35 Allocation
Equity Allocation: 35%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 23.45% | Large | 8.75% | Blend | 4.55% | iShares Core S&P 500 | 4.55% | IVV | 509 | $415,676.00 | 4.95 | ||||||
 | Value | 4.20% | SPDR® Portfolio S&P 500 Value ETF | 4.20% | SPYV | 398 | $200,696.26 | 3.09 | ||||||||||
 | Mid | 5.60% | Value | 5.60% | Vanguard Mid-Cap Value ETF | 5.60% | VOE | 189 | $34,466.90 | 2.27 | ||||||||
| Small | 9.10% | Blend | 3.85% | iShares Core S&P Small-Cap ETF | 3.85% | IJR | 613 | $3,257.99 | 1.82 | ||||||||
| Value | 5.25% | Vanguard Small Cap Value | 5.25% | VBR | 840 | $7,353.53 | 1.78 | ||||||||||
| International | 7.00% | Large | 2.10% | Value | 2.10% | iShares Edge MSCI Intl Value Factor ETF | 2.10% | IVLU | 370 | $45,483.39 | 1.10 | ||||||
 | Small | 4.90% | Blend | 2.80% | Schwab International Small | 2.80% | SCHC | 2,149 | $2,745.60 | 1.51 | ||||||||
| Core | 2.10% | iShares Edge MSCI Mltfct Intl SmCp ETF | 2.10% | ISCF | 1,091 | $1,959.98 | 1.38 | ||||||||||
| Emerging Markets | 4.55% | Large | 2.80% | Blend | 2.80% | iShares Core MSCI Emerging Markets | 1.40% | IEMG | 2,762 | $35,748.50 | 1.87 | |||||||
| Schwab Fundamental Emerg Mkts Lg Co ETF | 1.40% | FNDE | 408 | $45,038.00 | 1.04 | ||||||||||||
| Small | 1.75% | Blend | 1.75% | SPDR® S&P Emerging Markets Small Cap ETF | 1.75% | EWX | 3,415 | $1,073.87 | 1.55 |
Fixed Income Allocation: 65%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| US | 65.00% | Broad | 65.00% | Mixed | 65.00% | Vanguard Total Bond Market ETF | 65.00% | BND | 17,671 | n/a | n/a |
*Updated as of 9/8/2025
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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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