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 CapacitySurvey
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Connect with an Advisor
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.
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 SVP 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* |
|---|---|---|---|---|---|---|---|
60.80% United States Equities | 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 | |
| 19.00% | US Small Blend | DFA US Small Cap ETF | DFAS | 2,050 | $3,697.77 | 1.74 | |
| 19.00% | US Small Cap Value | Dimensional US Small Cap Value ETF | DFSV | 1,013 | $2,905.21 | 0.97 | |
4.75% Global Real Estate | 4.75% | Global Real Estate | DFA Global Real Estate ETF | DFGR | 448 | $17,635.91 | 1.66 |
17.10% International Equities | 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 Equities | 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 | |
2.50% US Municipals | 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 | |||||||
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