IFG Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in IFG Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 12.83% | 78.329 M $ | 120444 | 2019/09/30 | -3.568 M $ | -4.63 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 10.11% | 61.727 M $ | 103300 | 2020/03/31 | -2.754 M $ | -4.72 % |
| 2026/03/31 | EFA | ISHARES TR | 7.78% | 47.523 M $ | 489271 | 2019/09/30 | 529.273 K $ | 1.15 % |
| 2026/03/31 | IJR | ISHARES TR | 7.47% | 45.637 M $ | 367119 | 2019/09/30 | 1.493 M $ | 3.44 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 6.11% | 37.321 M $ | 64660 | 2019/09/30 | -2.402 M $ | -6.04 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 4.77% | 29.146 M $ | 122659 | 2024/06/30 | -1.784 M $ | -6.05 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4.47% | 27.306 M $ | 44274 | 2019/09/30 | 614.984 K $ | 2.23 % |
| 2026/03/31 | IJH | ISHARES TR | 3.31% | 20.200 M $ | 299128 | 2020/03/31 | 429.004 K $ | 2.32 % |
| 2026/03/31 | AAPL | APPLE INC | 2.84% | 17.336 M $ | 68309 | 2019/09/30 | -1.234 M $ | -6.65 % |
| 2026/03/31 | ICF | ISHARES TR | 2.38% | 14.543 M $ | 234984 | 2019/09/30 | 524.090 K $ | 3.72 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 2.01% | 12.294 M $ | 227449 | 2019/09/30 | 64.598 K $ | 0.54 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 2.00% | 12.228 M $ | 190823 | 2019/12/31 | 314.241 K $ | 2.58 % |
| 2026/03/31 | VSS | VANGUARD INTL EQUITY INDEX F | 1.68% | 10.265 M $ | 70413 | 2019/09/30 | 175.860 K $ | 1.72 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 1.63% | 9.962 M $ | 127053 | 2021/06/30 | -53.834 K $ | -0.51 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 1.61% | 9.850 M $ | 66512 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 1.56% | 9.500 M $ | 123086 | 2021/03/31 | -77.009 K $ | -0.90 % |
| 2026/03/31 | DVY | ISHARES TR | 1.52% | 9.267 M $ | 61205 | 2019/09/30 | 1.185 M $ | 7.28 % |
| 2026/03/31 | SCZ | ISHARES TR | 1.35% | 8.271 M $ | 105479 | 2019/09/30 | 88.507 K $ | 1.14 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 1.13% | 6.903 M $ | 177637 | 2022/03/31 | -134.649 K $ | -1.84 % |
| 2026/03/31 | CTAS | CINTAS CORP | 1.08% | 6.616 M $ | 39116 | 2019/09/30 | -740.428 K $ | -10.07 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 1.03% | 6.317 M $ | 71220 | 2020/03/31 | 13.396 K $ | 0.24 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.91% | 5.564 M $ | 31902 | 2020/09/30 | -380.206 K $ | -6.49 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.89% | 5.459 M $ | 11785 | 2020/03/31 | -210.228 K $ | -3.62 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.79% | 4.821 M $ | 18408 | 2019/09/30 | 72.099 K $ | 1.54 % |
| 2026/03/31 | HYG | ISHARES TR | 0.69% | 4.211 M $ | 52933 | 2021/03/31 | -58.684 K $ | -1.33 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.61% | 3.725 M $ | 12954 | 2019/12/31 | -324.894 K $ | -8.13 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.57% | 3.461 M $ | 20402 | 2019/09/30 | 970.814 K $ | 40.98 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.55% | 3.341 M $ | 9889 | 2020/03/31 | 517.117 K $ | 18.37 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.51% | 3.120 M $ | 39363 | 2025/03/31 | -11.402 K $ | -0.58 % |
| 2026/03/31 | BSVO | EA SERIES TRUST | 0.44% | 2.708 M $ | 106742 | 2023/03/31 | 224.174 K $ | 8.88 % |
| 2026/03/31 | MUB | ISHARES TR | 0.44% | 2.708 M $ | 25511 | 2019/09/30 | -22.952 K $ | -0.90 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.42% | 2.585 M $ | 8789 | 2019/09/30 | -246.170 K $ | -8.71 % |
| 2026/03/31 | BKLN | INVESCO EXCH TRADED FD TR II | 0.39% | 2.398 M $ | 117472 | 2025/03/31 | -61.639 K $ | -2.81 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.38% | 2.333 M $ | 11199 | 2020/03/31 | -252.334 K $ | -9.77 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.38% | 2.324 M $ | 6279 | 2020/03/31 | -713.713 K $ | -23.46 % |
| 2026/03/31 | IWF | ISHARES TR | 0.36% | 2.171 M $ | 5091 | 2020/09/30 | -240.597 K $ | -9.91 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.35% | 2.131 M $ | 44111 | 2023/06/30 | 67.098 K $ | 3.12 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.33% | 2.040 M $ | 7102 | 2019/09/30 | -21.273 K $ | -1.05 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 0.32% | 1.964 M $ | 40523 | 2022/06/30 | 75.778 K $ | 4.01 % |
| 2026/03/31 | IWM | ISHARES TR | 0.31% | 1.866 M $ | 7526 | 2019/09/30 | 13.251 K $ | 0.75 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 0.31% | 1.865 M $ | 10221 | 2025/06/30 | -612.484 K $ | -24.73 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.30% | 1.815 M $ | 3172 | 2020/03/31 | -279.009 K $ | -13.33 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.28% | 1.722 M $ | 5366 | 2022/03/31 | -74.859 K $ | -4.31 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.27% | 1.669 M $ | 49139 | 2022/03/31 | 64.838 K $ | 3.79 % |
| 2026/03/31 | SUB | ISHARES TR | 0.27% | 1.665 M $ | 15631 | 2024/12/31 | -3.075 K $ | -0.19 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.26% | 1.571 M $ | 3278 | 2019/09/30 | -75.157 K $ | -4.67 % |
| 2026/03/31 | IWR | ISHARES TR | 0.25% | 1.549 M $ | 15933 | 2019/09/30 | 15.640 K $ | 1.00 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 0.25% | 1.529 M $ | 24489 | 2024/03/31 | 71.262 K $ | 4.89 % |
| 2026/03/31 | GLW | CORNING INC | 0.25% | 1.516 M $ | 11147 | 2019/09/30 | 536.866 K $ | 55.29 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.23% | 1.425 M $ | 8620 | 2019/09/30 | 42.582 K $ | 3.08 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.23% | 1.378 M $ | 4802 | 2019/09/30 | -129.365 K $ | -8.58 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.21% | 1.296 M $ | 4284 | 2020/03/31 | -286.140 K $ | -18.24 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.21% | 1.256 M $ | 7632 | 2019/09/30 | -98.910 K $ | -7.30 % |
| 2026/03/31 | SCHH | SCHWAB STRATEGIC TR | 0.20% | 1.210 M $ | 56302 | 2019/12/31 | 34.255 K $ | 2.87 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.19% | 1.169 M $ | 4784 | 2019/09/30 | 173.991 K $ | 18.12 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.18% | 1.111 M $ | 24327 | 2020/03/31 | 30.165 K $ | 2.79 % |
| 2026/03/31 | TSLA | TESLA INC | 0.18% | 1.107 M $ | 2979 | 2020/09/30 | -239.056 K $ | -17.34 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.18% | 1.091 M $ | 1095 | 2019/09/30 | 146.694 K $ | 15.54 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.17% | 1.066 M $ | 4900 | 2020/06/30 | -53.900 K $ | -4.81 % |
| 2026/03/31 | IWB | ISHARES TR | 0.17% | 1.059 M $ | 2970 | 2020/03/31 | -50.032 K $ | -4.52 % |
| 2026/03/31 | IVW | ISHARES TR | 0.17% | 1.058 M $ | 9354 | 2022/09/30 | -99.571 K $ | -8.23 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.17% | 1.044 M $ | 5437 | 2024/09/30 | 1.169 K $ | 0.19 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.17% | 1.042 M $ | 2386 | 2021/06/30 | -123.334 K $ | -10.47 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.17% | 1.037 M $ | 6471 | 2024/12/31 | -154.527 K $ | -12.96 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.17% | 1.011 M $ | 19152 | 2022/03/31 | 55.157 K $ | 5.77 % |
| 2026/03/31 | ESGV | VANGUARD WORLD FD | 0.17% | 1.010 M $ | 8996 | 2020/09/30 | -51.922 K $ | -7.18 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.16% | 1.007 M $ | 4683 | 2022/12/31 | -17.194 K $ | -2.15 % |
| 2026/03/31 | ITOT | ISHARES TR | 0.16% | 1.000 M $ | 7024 | 2024/03/31 | -37.854 K $ | -4.21 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.15% | 941.639 K $ | 4334 | 2020/03/31 | 23.636 K $ | 2.58 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.15% | 915.261 K $ | 7609 | 2019/09/30 | 91.352 K $ | 14.28 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 0.15% | 895.877 K $ | 12634 | 2024/06/30 | -41.186 K $ | -4.40 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.14% | 861.103 K $ | 12106 | 2022/12/31 | 17.651 K $ | 2.10 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.14% | 856.197 K $ | 2603 | 2020/03/31 | -40.200 K $ | -4.42 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 0.14% | 851.630 K $ | 2818 | 2020/03/31 | 394.000 $ | 0.05 % |
| 2026/03/31 | USB | US BANCORP | 0.13% | 812.188 K $ | 15616 | 2019/09/30 | -21.081 K $ | -2.53 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.12% | 752.372 K $ | 818 | 2022/09/30 | -124.702 K $ | -14.41 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.12% | 731.756 K $ | 3016 | 2019/09/30 | 34.080 K $ | 4.89 % |
| 2026/03/31 | WMT | WALMART INC | 0.12% | 725.114 K $ | 5835 | 2024/03/31 | 42.625 K $ | 11.55 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.12% | 724.456 K $ | 10386 | 2022/12/31 | 30.018 K $ | 3.76 % |
| 2026/03/31 | BK | BANK NEW YORK MELLON CORP | 0.12% | 711.661 K $ | 5999 | 2019/09/30 | 15.237 K $ | 2.19 % |
| 2026/03/31 | C | CITIGROUP INC | 0.12% | 702.964 K $ | 6198 | 2020/03/31 | -20.329 K $ | -2.81 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.11% | 646.673 K $ | 8334 | 2020/03/31 | 4.667 K $ | 0.73 % |
| 2026/03/31 | SGOV | ISHARES TR | 0.10% | 622.380 K $ | 6183 | 2023/06/30 | 1.862 K $ | 0.28 % |
| 2026/03/31 | TER | TERADYNE INC | 0.10% | 598.849 K $ | 2020 | 2025/09/30 | 207.857 K $ | 53.16 % |
| 2026/03/31 | IJK | ISHARES TR | 0.10% | 591.979 K $ | 5883 | 2022/09/30 | 22.002 K $ | 3.86 % |
| 2026/03/31 | ZVRA | ZEVRA THERAPEUTICS INC | 0.09% | 576.367 K $ | 61842 | 2023/06/30 | 10.457 K $ | 4.02 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.09% | 570.838 K $ | 11709 | 2019/09/30 | -73.156 K $ | -11.36 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.09% | 562.565 K $ | 8525 | 2019/09/30 | 71.013 K $ | 14.45 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.09% | 560.651 K $ | 5831 | 2024/12/31 | 13.850 K $ | 2.55 % |
| 2026/03/31 | NOC | NORTHROP GRUMMAN CORP | 0.09% | 539.764 K $ | 791 | 2020/03/31 | 88.615 K $ | 19.64 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.09% | 531.001 K $ | 4008 | 2022/09/30 | 3.646 K $ | 0.69 % |
| 2026/03/31 | IDEV | ISHARES TR | 0.08% | 506.612 K $ | 6062 | 2024/06/30 | 6.607 K $ | 1.32 % |
| 2026/03/31 | VOOG | VANGUARD ADMIRAL FDS INC | 0.08% | 487.337 K $ | 1195 | 2022/12/31 | -44.095 K $ | -8.30 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.08% | 467.176 K $ | 18221 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.08% | 462.418 K $ | 4798 | 2019/09/30 | -83.593 K $ | -15.29 % |
| 2026/03/31 | IYW | ISHARES TR | 0.07% | 455.024 K $ | 2508 | 2025/06/30 | -45.759 K $ | -9.15 % |
| 2026/03/31 | IVE | ISHARES TR | 0.07% | 448.776 K $ | 2125 | 2022/09/30 | -2.003 K $ | -0.43 % |
| 2026/03/31 | AON | AON PLC | 0.07% | 448.664 K $ | 1390 | 2022/03/31 | -41.839 K $ | -8.53 % |
| 2026/03/31 | MPC | MARATHON PETE CORP | 0.07% | 439.524 K $ | 1800 | 2022/12/31 | 146.790 K $ | 50.14 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.07% | 427.486 K $ | 2290 | 2020/03/31 | -173.301 K $ | -29.53 % |