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Highly Aggressive: Suitable for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for very high 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 CA Municipal Bonds Index Portfolio 95 Allocation
| General Asset Class | Allocation | Specific Asset Class | Fund Name | Ticker | Holdings* | Weight Avg Market (millions)* | Price to Book* |
|---|---|---|---|---|---|---|---|
| 22.80% US Large | 11.40% | US Large Cap | DFA US Equity ETF | DFUS | 2,459 | $227,785.19 | 4.15 |
| 11.40% | US Large Value | DFA US Large Cap Value ETF | DFLV | 341 | $81,141.42 | 2.09 | |
| 38.00% US Small | 19.00% | US Small Blend | DFA US Small Cap ETF | DFAS | 2,050 | $3,697.77 | 1.74 |
| 19.00% | US Small Value | Dimensional US Small Cap Value ETF | DFSV | 1,013 | $2,905.21 | 0.97 | |
| 4.75% Real Estate | 4.75% | Global Real Estate | DFA Global Real Estate ETF | DFGR | 448 | $17,635.91 | 1.66 |
| 17.10% International | 5.70% | International Value | Dimensional International Value ETF | DFIV | 540 | $33,226.08 | 1.03 |
| 5.70% | International Small Cap | DFA International Small Cap ETF | DFIS | 3,422 | $2,200.08 | 1.27 | |
| 5.70% | International Small Cap Value | DFA International Small Cap Value ETF | DISV | 1,480 | $2,101.82 | 0.82 | |
| 12.35% Emerging Markets | 3.80% | Emerging Markets Blend | DFA Emerging Core Equity Market ETF | DFAE | 6,163 | $24,294.10 | 1.61 |
| 3.80% | Emerging Markets Value | DFA Emerging Markets Value ETF | DFEV | 3,148 | $11,620.65 | 0.94 | |
| 4.75% | Emerging Markets Small Cap | DFA Emerging Markets Small Cap | DEMSX | 4,364 | $1,454.63 | 1.27 | |
| 5.00% Fixed Income | 2.50% | Tax Exempt Fixed Income | Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares | VCADX | 4,856 | n/a | n/a |
| 2.50% | Tax Exempt Fixed Income | DFA California Short-Term Municipal Bond I | DFCMX | 288 | n/a | n/a | |
| *Updated as of 6/2/2025 | |||||||
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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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