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Capitalism, Inc.
Moderately Conservative: Suitable for investors who have 7 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate 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 Avantis ETF Portfolio 40 Allocation
Equity Allocation: 40%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 25.60% | Large | 9.60% | Blend | 4.80% | Avantis® U.S. Equity ETF | 4.80% | AVUS | 1,929 | $153,426.47 | 3.48 | ||||||
| Value | 4.80% | Avantis® US Large Cap Value ETF | 4.80% | AVLV | 307 | $91,793.56 | 3.10 | |||||||||||
| Small | 16.00% | Blend | 8.00% | Avantis® US Small Cap Equity ETF | 8.00% | AVSC | 1,309 | $1,341.59 | 1.36 | |||||||||
| Value | 8.00% | Avantis® U.S. Small Cap Value ETF | 8.00% | AVUV | 768 | $2,462.51 | 1.20 | |||||||||||
| Global | 2.00% | Large | 2.00% | Real Estate | 2.00% | Avantis® Real Estate ETF | 2.00% | AVRE | 324 | $19,575.92 | 1.77 | |||||||
| International | 7.20% | Large | 2.40% | Value | 2.40% | Avantis® International Large Cap Val ETF | 2.40% | AVIV | 551 | $34,455.08 | 1.49 | |||||||
| Small | 4.80% | Blend | 2.40% | Avantis International Small Cp Eq ETF | 2.40% | AVDS | 2,844 | $1,781.42 | 1.31 | |||||||||
| Value | 2.40% | Avantis® International Small Cap Val ETF | 2.40% | AVDV | 1,460 | $1,953.41 | 1.08 | |||||||||||
| Emerging Markets | 5.20% | Large | 3.20% | Blend | 1.60% | Avantis® Emerging Markets Equity ETF | 1.60% | AVEM | 3,680 | $22,268.75 | 1.51 | |||||||
| Value | 1.60% | Avantis® Emerging Markets Value ETF | 1.60% | AVES | 1,746 | $7,756.44 | 1.20 | |||||||||||
| Small | 2.00% | Blend | 2.00% | Avantis Emerging Markets Small Cap Equity ETF | 2.00% | AVEE | 2,368 | $1,160.62 | 1.24 |
Fixed Income Allocation: 60%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| US | 60.00% | Broad | 30.00% | Mixed | 30.00% | Avantis® Core Fixed Income ETF | 30.00% | AVIG | 705 | n/a | n/a | ||||||
| Short | 30.00% | Government | 30.00% | Avantis® Short-Term Fixed Income ETF | 30.00% | AVSF | 547 | n/a | n/a |
*Updated as of 9/2/2025
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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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