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IFA Index Portfolio 100 IFA Index Portfolio 80

Aggressive: Suitable for investors who have at least 14 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher 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.

IFA Tax-Deferred Index Portfolio 80 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
19.20% US Large9.60%US Large CapSchwab S&P 500SWPPX503$315,655.014.41
9.60%US Large ValueDFA US Large Cap ValueDFLVX327$85,428.532.07
32.00% US Small16.00%US Small CapDFA US Small CapDFSTX2,042$3,799.121.79
16.00%US Small ValueDFA US Small Cap ValueDFSVX1,037$3,001.300.99
4.00% Real Estate4.00%Global Real EstateDFA Global Real Estate SecuritiesDFGEX144$17,725.281.64
14.40% International4.80%International ValueDFA International ValueDFIVX516$36,466.961.06
4.80%International Small CapDFA International Small CompanyDFISX4,027$1,982.461.22
4.80%International Small Cap ValueDFA International Small Cap ValueDISVX1,860$2,040.890.86
10.40% Emerging Markets3.20%Emerging Markets BlendDFA Emerging MarketsDFEMX2,240$32,852.361.64
3.20%Emerging Markets ValueDFA Emerging Markets ValueDFEVX3,418$13,235.440.91
4.00%Emerging Markets Small CapAvantis Emerging Markets Small Cap Equity ETFAVEE2,270$1,011.451.09
20.00% Fixed Income5.00%One Year Fixed IncomeDFA One-Year Fixed IncomeDFIHX182n/an/a
5.00%Two Year Fixed IncomeDFA Two-Year Global Fixed IncomeDFGFX272n/an/a
5.00%Short Term Gov Fixed IncomeDFA Short Term GovernmentDFFGX27n/an/a
5.00%Five Year Fixed IncomeDFA Five-Year Global Fixed IncomeDFGBX344n/an/a
*Updated as of 6/2/2025