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IFA Index Portfolio 100 IFA Index Portfolio 5

Most Conservative: Suitable for investors who have 3 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth potential with an emphasis on capital preservation.

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 Core Plus ETF Portfolio 5 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
3.55%
United States Equities
2.37%US Core Equity 2Dimensional US Core Equity 2 ETFDFAC2,570$97,456.023.35
0.59%US High ProfitabilityDFA US High Profitability ETFDUHP177$216,249.529.48
0.59%US Small Cap ValueDimensional US Small Cap Value ETFDFSV1,013$2,905.210.97
0.96%
International Equities
0.57%International Core Equity 2Dimensional International Core Eq 2 ETFDFIC4,108$17,431.681.57
0.20%International Small Cap ValueDFA International Small Cap Value ETFDISV1,480$2,101.820.82
0.19%International High ProfitabilityDFA International High Profitability ETFDIHP494$44,639.972.66
0.39%
Emerging Markets Equities
0.19%Emerging Markets Core Equity 2Dimensional Emerging Markets Cr Eq 2 ETFDFEM6,449$14,011.911.52
0.10%Emerging Markets ValueDFA Emerging Markets Value ETFDFEV3,148$11,620.650.94
0.10%Emerging Markets High ProfitabilityDimensional Em Mkts High Prof ETFDEHP789$32,125.152.72
0.10%
Global Real Estate
0.10%Global Real EstateDFA Global Real Estate ETFDFGR448$17,635.911.66
95.00%
Global Fixed Income
23.75%Short Duration Fixed IncomeDimensional Short-Duration Fixed Inc ETFDFSD1,324n/an/a
23.75%US Core Fixed IncomeDimensional Core Fixed Income ETFDFCF1,632n/an/a
23.75%Global ex US Core Fixed IncomeDimensional Global ex US Cor Fxd Inc ETFDFGX564n/an/a
23.75%Global Credit Fixed IncomeDimensional Global Credit ETFDGCB1,019n/an/a
*Updated as of 6/9/2025