IFS Advisors, LLC
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
199
- Value ($000)
$123,158
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $50.54M | 41 % | 89,947 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $20.61M | 17 % | 204,698 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $12.76M | 10 % | 206,504 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $10.94M | 9 % | 20,169 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $6.49M | 5 % | 111,294 | ||
SCHA SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $5.98M | 5 % | 255,019 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $5.94M | 5 % | 56,834 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $2.59M | 2 % | 10,013 | ||
IWB ISHARES RUSSELL 1000 ETF | ETF | 464287622 | $662.25K | 1 % | 2,159 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $642.29K | 1 % | 1,206 |
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