account_balance
Investment manager · 13F filer · SEC CIK 1765617
IFS Advisors, LLC
Reported value$332Mas of Sep 30, 2026
Positions463 246 new, 2 sold out
Top 10 weight49.7%IVV alone is 10%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
10.5%
IBDRiShares Ibonds Dec 2026 Term Corporate ETF
5.8%Trimmed −18%
SCHGSchwab U.S. Large-Cap Growth ETF
5.5%
DGROiShares Core Dividend Growth ETF
5.4%
SGOViShares 0-3 Month Treasury Bond ETF
5.4%
IEFAiShares Core MSCI EAFE ETF
4.4%
BSCQInvesco Bulletshares 2026 Corporate Bond ETF
3.5%Trimmed −22%
IJHiShares Core S&P Mid-Cap ETF
3.5%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
2.9%
CGMSCapital Group U.S. Multi-Sector Income ETF
2.9%New
IWYiShares Russell Top 200 Growth ETF
2.8%New
IJRiShares Core S&P Small Cap ETF
2.5%
IVViShares Core S&P 500 ETF
10.5%
IBDRiShares Ibonds Dec 2026 Term Corporate ETF
5.8%−18%
SCHGSchwab U.S. Large-Cap Growth ETF
5.5%
DGROiShares Core Dividend Growth ETF
5.4%
SGOViShares 0-3 Month Treasury Bond ETF
5.4%
IEFAiShares Core MSCI EAFE ETF
4.4%
BSCQInvesco Bulletshares 2026 Corporate Bond ETF
3.5%
IJHiShares Core S&P Mid-Cap ETF
3.5%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
2.9%
CGMS
IWY2.8%
IJR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 10.5% Held
IBDR iShares Ibonds Dec 2026 Term Corporate ETF 5.8% Trimmed −18%
SCHG Schwab U.S. Large-Cap Growth ETF 5.5% Held
DGRO iShares Core Dividend Growth ETF 5.4% Held
SGOV iShares 0-3 Month Treasury Bond ETF 5.4% Held
IEFA iShares Core MSCI EAFE ETF 4.4% Held
BSCQ Invesco Bulletshares 2026 Corporate Bond ETF 3.5% Trimmed −22%
IJH iShares Core S&P Mid-Cap ETF 3.5% Held
SPDW State Street SPDR Portfolio Developed World Ex-US ETF 2.9% Held
CGMS Capital Group U.S. Multi-Sector Income ETF 2.9% New
IWY iShares Russell Top 200 Growth ETF 2.8% New
IJR iShares Core S&P Small Cap ETF 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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