Co-Chief Compliance Officer

0001665097-22-000002.txt : 20220126 0001665097-22-000002.hdr.sgml : 20220126 20220126124523 ACCESSION NUMBER: 0001665097-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Index Fund Advisors, Inc. CENTRAL INDEX KEY: 0001665097 IRS NUMBER: 463096907 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21495 FILM NUMBER: 22556885 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-502-0050 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001665097 XXXXXXXX 12-31-2021 12-31-2021 Index Fund Advisors, Inc.

19200 VON KARMAN AVE. SUITE 150 IRVINE CA 92612

13F HOLDINGS REPORT 028-21495 N Michelle Ojeda Co-Chief Compliance Officer 949-428-0442 Michelle Ojeda Irvine CA 01-26-2022 0 98 1405884 false INFORMATION TABLE 2 ifa13fq42021.xml ABBVIE INC COM 00287Y109 671 4955 SH SOLE 4955 0 0 ADVANCED MICRO DEVICES INC COM 007903107 231 1605 SH SOLE 1605 0 0 ALPHABET INC CAP STK CL A 02079K305 1388 479 SH SOLE 479 0 0 ALPHABET INC CAP STK CL C 02079K107 703 243 SH SOLE 243 0 0 AMAZON COM INC COM 023135106 5518 1655 SH SOLE 1655 0 0 APPLE INC COM 037833100 16821 94726 SH SOLE 94726 0 0 AT&T INC COM 00206R102 204 8310 SH SOLE 8310 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 935 3127 SH SOLE 3127 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH SOLE 1 0 0 BOEING CO COM 097023105 423 2101 SH SOLE 2100 0 0 CALADRIUS BIOSCIENCES INC COM NEW 128058203 9 10434 SH SOLE 10434 0 0 COCA COLA CO COM 191216100 576 9723 SH SOLE 9722 0 0 COSTCO WHSL CORP NEW COM 22160K105 4283 7545 SH SOLE 7545 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 419209 8821747 SH SOLE 8821747 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 318596 6162397 SH SOLE 6162396 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 118897 3622699 SH SOLE 3622699 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2655 91638 SH SOLE 91637 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 337 10211 SH SOLE 10211 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 411892 6866013 SH SOLE 6866013 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 651 10684 SH SOLE 10683 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 736 1923 SH SOLE 1923 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 206 573 SH SOLE 573 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 350 9506 SH SOLE 9506 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 227 1397 SH SOLE 1396 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 220 1149 SH SOLE 1149 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 479 1204 SH SOLE 1204 0 0 ISHARES INC CORE MSCI EMKT 46434G103 882 14735 SH SOLE 14734 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 414 6871 SH SOLE 6870 0 0 ISHARES TR CORE S&P500 ETF 464287200 4815 10096 SH SOLE 10095 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1491 13021 SH SOLE 13020 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1435 11154 SH SOLE 11154 0 0 ISHARES TR CORE S&P TTL STK 464287150 1107 10348 SH SOLE 10348 0 0 ISHARES TR EAFE SML CP ETF 464288273 796 10890 SH SOLE 10890 0 0 ISHARES TR MSCI INTL SML CP 46434V266 705 19456 SH SOLE 19456 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 692 27191 SH SOLE 27191 0 0 ISHARES TR MSCI EAFE ETF 464287465 496 6300 SH SOLE 6300 0 0 ISHARES TR SP SMCP600VL ETF 464287879 481 4607 SH SOLE 4607 0 0 ISHARES TR EAFE VALUE ETF 464288877 296 5880 SH SOLE 5880 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 280 1667 SH SOLE 1667 0 0 ISHARES TR COHEN STEER REIT 464287564 213 2800 SH SOLE 2800 0 0 ISHARES TR RESIDENTIAL MULT 464288562 203 2071 SH SOLE 2071 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 252 5000 SH SOLE 5000 0 0 JACOBS ENGR GROUP INC COM 469814107 1465 10525 SH SOLE 10525 0 0 JEFFERIES FINL GROUP INC COM 47233W109 402 10350 SH SOLE 10350 0 0 JOHNSON & JOHNSON COM 478160104 1537 8982 SH SOLE 8981 0 0 JPMORGAN CHASE & CO COM 46625H100 711 4491 SH SOLE 4491 0 0 META PLATFORMS INC CL A 30303M102 652 1939 SH SOLE 1939 0 0 MICROSOFT CORP COM 594918104 3046 9056 SH SOLE 9055 0 0 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 1002 66253 SH SOLE 66252 0 0 NVIDIA CORPORATION COM 67066G104 503 1711 SH SOLE 1710 0 0 ORACLE CORP COM 68389X105 213 2447 SH SOLE 2446 0 0 PEPSICO INC COM 713448108 551 3172 SH SOLE 3172 0 0 PPG INDS INC COM 693506107 388 2252 SH SOLE 2251 0 0 PROVIDENT FINL SVCS INC COM 74386T105 445 18362 SH SOLE 18362 0 0 SCHWAB CHARLES CORP COM 808513105 354 4214 SH SOLE 4214 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3721 32688 SH SOLE 32687 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1711 15140 SH SOLE 15140 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1199 23575 SH SOLE 23575 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 951 23243 SH SOLE 23242 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 831 8119 SH SOLE 8118 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 599 19343 SH SOLE 19343 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 450 11586 SH SOLE 11585 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 439 8146 SH SOLE 8145 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 326 7000 SH SOLE 7000 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 270 9127 SH SOLE 9127 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 212 3614 SH SOLE 3614 0 0 SOC TELEMED INC COM CL A 78472F101 84 65513 SH SOLE 65513 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 591 9971 SH SOLE 9971 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2564 5398 SH SOLE 5397 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1454 34627 SH SOLE 34626 0 0 STARBUCKS CORP COM 855244109 919 7853 SH SOLE 7853 0 0 STRYKER CORPORATION COM 863667101 231 864 SH SOLE 864 0 0 TESLA INC COM 88160R101 788 746 SH SOLE 746 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 283 424 SH SOLE 424 0 0 TRUIST FINL CORP COM 89832Q109 405 6912 SH SOLE 6912 0 0 UNION PAC CORP COM 907818108 286 1137 SH SOLE 1137 0 0 UNITED PARCEL SERVICE INC CL B 911312106 227 1058 SH SOLE 1058 0 0 UNITEDHEALTH GROUP INC COM 91324P102 445 887 SH SOLE 887 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 23226 274054 SH SOLE 274054 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 286 3533 SH SOLE 3533 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6328 26210 SH SOLE 26209 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 5435 24047 SH SOLE 24046 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3718 20787 SH SOLE 20787 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2690 10559 SH SOLE 10559 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2069 13761 SH SOLE 13761 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1478 10045 SH SOLE 10044 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 941 8115 SH SOLE 8115 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 772 1768 SH SOLE 1768 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 279 1263 SH SOLE 1262 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 987 16111 SH SOLE 16110 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 972 9050 SH SOLE 9049 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 449 9080 SH SOLE 9079 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1896 23335 SH SOLE 23334 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 441 8643 SH SOLE 8643 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 709 6320 SH SOLE 6320 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 487 2899 SH SOLE 2898 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 229 4406 SH SOLE 4406 0 0 VISA INC COM CL A 92826C839 1011 4664 SH SOLE 4664 0 0