IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
MENU
Home
Risk CapacityAssessment
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Schedule a Meeting
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Returns Matrix
Top Ten Holdings
Index Calculator
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 SVP NY Municipal Bonds Index 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% | DFA US Equity ETF | 6.60% | DFUS | 2,438 | $277,613.51 | 4.47 | ||||||
| Value | 6.60% | DFA US Large Cap Value ETF | 6.60% | DFLV | 345 | $90,419.50 | 2.28 | |||||||||||
| Small | 22.00% | Blend | 11.00% | DFA US Small Cap ETF | 11.00% | DFAS | 2,075 | $4,035.22 | 1.83 | |||||||||
| Value | 11.00% | Dimensional US Small Cap Value ETF | 11.00% | DFSV | 1,021 | $3,267.01 | 1.05 | |||||||||||
| Global | 2.75% | Large | 2.75% | Real Estate | 2.75% | DFA Global Real Estate ETF | 2.75% | DFGR | 450 | $17,350.22 | 1.68 | |||||||
| International | 9.90% | Large | 3.30% | Value | 3.30% | Dimensional International Value ETF | 3.30% | DFIV | 535 | $36,276.07 | 1.13 | |||||||
| Small | 6.60% | Blend | 3.30% | DFA International Small Cap ETF | 3.30% | DFIS | 3,442 | $2,508.43 | 1.37 | |||||||||
| Value | 3.30% | DFA International Small Cap Value ETF | 3.30% | DISV | 1,488 | $2,366.51 | 0.89 | |||||||||||
| Emerging Markets | 7.15% | Large | 4.40% | Value | 2.20% | DFA Emerging Markets Value ETF | 2.20% | DFEV | 3,216 | $13,048.84 | 1.04 | |||||||
| Core | 2.20% | DFA Emerging Core Equity Market ETF | 2.20% | DFAE | 6,289 | $28,131.32 | 1.78 | |||||||||||
| 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* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | NY Muni | 45.00% | Long Term | 45.00% | Municipal | 45.00% | Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares | 45.00% | VNYUX | 1,590 | n/a | n/a |
*Updated as of 9/2/2025
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
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.
© 1999-2025 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133