IFS Advisors, LLC
Q4 2024 13F Holdings
- Locationoverland park, KS
- Num holdings
188
- Value ($000)
$127,225
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001765617
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $53.07M | 42 % | 90,159 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $19.68M | 16 % | 196,171 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $12.75M | 10 % | 20,501 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $12.52M | 10 % | 204,037 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $6.93M | 5 % | 111,182 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $6.54M | 5 % | 56,794 | ||
SCHA SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $6.51M | 5 % | 251,924 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $2.51M | 2 % | 9,496 | ||
IWB ISHARES RUSSELL 1000 ETF | ETF | 464287622 | $716.48K | 1 % | 2,224 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $500.07K | 0 % | 1,996 |
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