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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 Municipal Bonds Index Portfolio 35 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
8.40% US Large4.20%US Large CapDFA US Equity ETFDFUS2,459$227,785.194.15
4.20%US Large ValueDFA US Large Cap Value ETFDFLV341$81,141.422.09
14.00% US Small7.00%US Small BlendDFA US Small Cap ETFDFAS2,050$3,697.771.74
7.00%US Small ValueDimensional US Small Cap Value ETFDFSV1,013$2,905.210.97
1.75% Real Estate1.75%Global Real EstateDFA Global Real Estate ETFDFGR448$17,635.911.66
6.30% International2.10%International ValueDimensional International Value ETFDFIV540$33,226.081.03
2.10%International Small CapDFA International Small Cap ETFDFIS3,422$2,200.081.27
2.10%International Small Cap ValueDFA International Small Cap Value ETFDISV1,480$2,101.820.82
4.55% Emerging Markets1.40%Emerging Markets BlendDFA Emerging Core Equity Market ETFDFAE6,163$24,294.101.61
1.40%Emerging Markets ValueDFA Emerging Markets Value ETFDFEV3,148$11,620.650.94
1.75%Emerging Markets Small CapDFA Emerging Markets Small CapDEMSX4,364$1,454.631.27
65.00% Fixed Income32.50%Tax Exempt Fixed IncomeVanguard Long-Term Tax-Exempt Fund Admiral SharesVWLUX3,799n/an/a
32.50%Tax Exempt Fixed IncomeVanguard Intermediate-Term Tax-Exempt FundVWIUX14,549n/an/a
*Updated as of 6/2/2025