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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 ETF Factor Neutral Portfolio 35 Allocation
Equity Allocation: 35%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 21.00% | Large | 14.00% | Blend | 7.00% | iShares Core S&P 500 | 7.00% | IVV | 509 | $415,676.00 | 4.95 | ||||||
 | Value | 3.50% | SPDR® Portfolio S&P 500 Value ETF | 3.50% | SPYV | 398 | $200,696.26 | 3.09 | ||||||||||
 | Growth | 3.50% | Invesco QQQ Trust | 3.50% | QQQ | 102 | $597,415.37 | 8.02 | ||||||||||
 | Small | 7.00% | Blend | 3.50% | Vanguard Small-Cap ETF | 3.50% | VB | 1,425 | $6,464.89 | 2.32 | ||||||||
| Value | 3.50% | Vanguard Small Cap Value | 3.50% | VBR | 840 | $7,353.53 | 1.78 | |||||||||||
| Global | 10.50% | Large | 10.50% | Blend | 10.50% | iShares Core MSCI EAFE ETF | 10.50% | IEFA | 2,647 | $38,101.75 | 1.84 | ||||||
| Emerging Markets | 3.50% | Large | 3.50% | Blend | 3.50% | iShares Core MSCI Emerging Markets | 3.50% | IEMG | 2,762 | $35,748.50 | 1.87 |
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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