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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 SVP Municipal Bonds Index Portfolio 35 Allocation
| General Asset Class | Allocation | Specific Asset Class | Fund Name | Ticker | Holdings* | Weight Avg Market (millions)* | Price to Book* |
|---|---|---|---|---|---|---|---|
22.40% United States Equities | 4.20% | US Large Cap | DFA US Equity ETF | DFUS | 2,459 | $227,785.19 | 4.15 |
| 4.20% | US Large Value | DFA US Large Cap Value ETF | DFLV | 341 | $81,141.42 | 2.09 | |
| 7.00% | US Small Blend | DFA US Small Cap ETF | DFAS | 2,050 | $3,697.77 | 1.74 | |
| 7.00% | US Small Cap Value | Dimensional US Small Cap Value ETF | DFSV | 1,013 | $2,905.21 | 0.97 | |
1.75% Global Real Estate | 1.75% | Global Real Estate | DFA Global Real Estate ETF | DFGR | 448 | $17,635.91 | 1.66 |
6.30% International Equities | 2.10% | International Value | Dimensional International Value ETF | DFIV | 540 | $33,226.08 | 1.03 |
| 2.10% | International Small Cap | DFA International Small Cap ETF | DFIS | 3,422 | $2,200.08 | 1.27 | |
| 2.10% | International Small Cap Value | DFA International Small Cap Value ETF | DISV | 1,480 | $2,101.82 | 0.82 | |
4.55% Emerging Markets Equities | 1.40% | Emerging Markets Blend | DFA Emerging Core Equity Market ETF | DFAE | 6,163 | $24,294.10 | 1.61 |
| 1.40% | Emerging Markets Value | DFA Emerging Markets Value ETF | DFEV | 3,148 | $11,620.65 | 0.94 | |
| 1.75% | Emerging Markets Small Cap | DFA Emerging Markets Small Cap | DEMSX | 4,364 | $1,454.63 | 1.27 | |
32.50% US Municipals | 32.50% | Tax Exempt Fixed Income | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | VWLUX | 3,799 | n/a | n/a |
| 32.50% | Tax Exempt Fixed Income | Vanguard Intermediate-Term Tax-Exempt Fund | VWIUX | 14,549 | n/a | n/a | |
| *Updated as of 6/2/2025 | |||||||
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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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