IFS Advisors, LLC
Q2 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
170
- Value ($000)
$132,164
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $39.13M | 30 % | 63,019 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $21.52M | 16 % | 213,689 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $15.94M | 12 % | 190,896 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $13.16M | 10 % | 205,834 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $11.75M | 9 % | 402,260 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $9.96M | 8 % | 160,599 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $9.22M | 7 % | 84,393 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $3.69M | 3 % | 13,181 | ||
SCHA SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $1.27M | 1 % | 50,356 | ||
IWB ISHARES RUSSELL 1000 ETF | ETF | 464287622 | $727.02K | 1 % | 2,141 |
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