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Capitalism, Inc.
Moderately Aggressive: Suitable for investors who have 9 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 Diversified Index Managers Portfolio 55 Allocation
Equity Allocation: 55%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 35.20% | Large | 13.20% | Blend | 6.60% | Schwab S&P 500 | 6.60% | SWPPX | 503 | $405,485.67 | 4.89 | ||||||
 | Value | 6.60% | Vanguard Value Index I | 6.60% | VIVIX | 353 | $115,810.40 | 2.66 | ||||||||||
| Small | 22.00% | Blend | 11.00% | Vanguard Small Cap Index I | 11.00% | VSCIX | 1,425 | $6,464.89 | 2.32 | |||||||||
 | Value | 11.00% | DFA US Small Cap Value | 11.00% | DFSVX | 1,054 | $3,333.08 | 1.08 | ||||||||||
| Global | 2.75% | Large | 2.75% | Real Estate | 2.75% | DFA Global Real Estate Securities | 2.75% | DFGEX | 143 | $17,612.51 | 1.65 | |||||||
| International | 9.90% | Large | 3.30% | Value | 3.30% | Schwab Fdmtl Intl Lg Co Idx | 3.30% | SFNNX | 942 | $40,000.11 | 1.19 | ||||||
| Small | 6.60% | Blend | 3.30% | Schwab Fdmtl Intl Sm Co Idx | 3.30% | SFILX | 1,721 | $3,090.58 | 1.16 | |||||||||
| Value | 3.30% | DFA International Small Cap Value | 3.30% | DISVX | 1,857 | $2,330.20 | 0.93 | ||||||||||
| Emerging Markets | 7.15% | Large | 4.40% | Blend | 2.20% | Schwab Fdmtl Emerg Mkts Lg Co Idx | 2.20% | SFENX | 387 | $45,422.80 | 1.04 | ||||||
| Value | 2.20% | DFA Emerging Markets Value | 2.20% | DFEVX | 3,411 | $14,326.65 | 0.97 | ||||||||||
| Small | 2.75% | Blend | 2.75% | DFA Emerging Markets Small Cap | 2.75% | DEMSX | 4,480 | $1,565.24 | 1.32 |
Fixed Income Allocation: 45%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global | 15.19% | Short | 7.59% | Mixed | 7.59% | DFA Two-Year Global Fixed Income | 7.59% | DFGFX | 272 | n/a | n/a | ||||||
| Intermediate | 7.59% | Mixed | 7.59% | DFA Five-Year Global Fixed Income | 7.59% | DFGBX | 357 | n/a | n/a | |||||||||
| US | 29.81% | Broad | 14.91% | Mixed | 14.91% | Vanguard Total Bond Market Index I | 14.91% | VBTIX | 17,671 | n/a | n/a | ||||||
| Short | 14.91% | Government | 14.91% | Vanguard Short-Term Treasury I | 14.91% | VFIRX | 197 | 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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