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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 Vanguard ETF Portfolio 40 Allocation
Equity Allocation: 40%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 26.80% | Large | 10.00% | Blend | 5.00% | Vanguard S&P 500 ETF | 5.00% | VOO | 507 | $405,733.18 | 4.91 | ||||||
| Value | 5.00% | Vanguard Value ETF | 5.00% | VTV | 353 | $115,810.40 | 2.66 | |||||||||||
| Small | 16.80% | Blend | 8.40% | Vanguard Small-Cap ETF | 8.40% | VB | 1,425 | $6,464.89 | 2.32 | |||||||||
| Value | 8.40% | Vanguard Small Cap Value | 8.40% | VBR | 840 | $7,353.53 | 1.78 | |||||||||||
| International | 8.00% | Large | 3.20% | Blend | 3.20% | Vanguard FTSE Developed Markets ETF | 3.20% | VEA | 3,927 | $36,669.26 | 1.79 | |||||||
| Small | 4.80% | Blend | 4.80% | Vanguard FTSE All-Wld ex-US SmCp ETF | 4.80% | VSS | 4,705 | $1,804.83 | 1.40 | |||||||||
| Emerging Markets | 5.20% | Large | 5.20% | Blend | 5.20% | Vanguard FTSE Emerging Markets ETF | 5.20% | VWO | 4,796 | $21,535.36 | 1.70 |
Fixed Income Allocation: 60%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| US | 60.00% | Broad | 60.00% | Mixed | 60.00% | Vanguard Total Bond Market ETF | 60.00% | BND | 17,671 | 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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