Co-Chief Compliance Officer

0001665097-23-000004.txt : 20230123 0001665097-23-000004.hdr.sgml : 20230123 20230123165918 ACCESSION NUMBER: 0001665097-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 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: 23545062 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 X0202 13F-HR LIVE false false false 0001665097 XXXXXXXX 12-31-2022 12-31-2022 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 01-23-2023 0 79 1422110 false INFORMATION TABLE 2 ifa13fq42022.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 360016 8191492 SH SOLE 8191492 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 348605 6815352 SH SOLE 6815352 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 249740 6001925 SH SOLE 6001925 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 242305 7237320 SH SOLE 7237320 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 111628 3671968 SH SOLE 3671968 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19474 271075 SH SOLE 271075 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 14550 587387 SH SOLE 587387 0 0 APPLE INC COM 037833100 7896 60772 SH SOLE 60772 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5029 26305 SH SOLE 26305 0 0 ISHARES TR CORE S&P500 ETF 464287200 4325 11257 SH SOLE 11257 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4078 22219 SH SOLE 22219 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3273 338814 SH SOLE 338814 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3199 20143 SH SOLE 20143 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2942 23516 SH SOLE 23516 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2372 97700 SH SOLE 97700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2331 6094 SH SOLE 6094 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2295 50837 SH SOLE 50837 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1914 9393 SH SOLE 9393 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1860 13755 SH SOLE 13755 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1400 9972 SH SOLE 9972 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1307 33611 SH SOLE 33611 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1283 8447 SH SOLE 8447 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1256 16707 SH SOLE 16707 0 0 JACOBS SOLUTIONS INC COM 46982L108 1201 10005 SH SOLE 10005 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1183 10298 SH SOLE 10298 0 0 MICROSOFT CORP COM 594918104 1172 4889 SH SOLE 4889 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1161 12271 SH SOLE 12271 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 987 20452 SH SOLE 20452 0 0 AMAZON COM INC COM 023135106 961 11441 SH SOLE 11441 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 936 20301 SH SOLE 20301 0 0 ISHARES TR CORE S&P TTL STK 464287150 871 10277 SH SOLE 10277 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 802 2283 SH SOLE 2283 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 790 15761 SH SOLE 15761 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 747 8667 SH SOLE 8667 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 729 23177 SH SOLE 23177 0 0 ISHARES INC CORE MSCI EMKT 46434G103 718 15380 SH SOLE 15380 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 659 16279 SH SOLE 16279 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 659 7994 SH SOLE 7994 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 629 27140 SH SOLE 27140 0 0 ISHARES TR EAFE SML CP ETF 464288273 617 10924 SH SOLE 10924 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 595 12970 SH SOLE 12970 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 592 14453 SH SOLE 14453 0 0 ISHARES TR MSCI INTL SML CP 46434V266 586 19535 SH SOLE 19535 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 576 25928 SH SOLE 25928 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 556 1800 SH SOLE 1800 0 0 SCHWAB CHARLES CORP COM 808513105 488 5863 SH SOLE 5863 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 486 9935 SH SOLE 9935 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 482 19436 SH SOLE 19436 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 469 1 SH SOLE 1 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 455 21158 SH SOLE 21158 0 0 ALPHABET INC CAP STK CL A 02079K305 451 5113 SH SOLE 5113 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 431 9612 SH SOLE 9612 0 0 ISHARES TR SP SMCP600VL ETF 464287879 423 4633 SH SOLE 4633 0 0 UNITEDHEALTH GROUP INC COM 91324P102 420 792 SH SOLE 792 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 388 6988 SH SOLE 6988 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 386 15827 SH SOLE 15827 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 383 11895 SH SOLE 11895 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 380 8327 SH SOLE 8327 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 367 8748 SH SOLE 8748 0 0 EXXON MOBIL CORP COM 30231G102 348 3158 SH SOLE 3158 0 0 ISHARES TR MSCI EAFE ETF 464287465 331 5043 SH SOLE 5043 0 0 JPMORGAN CHASE & CO COM 46625H100 325 2423 SH SOLE 2423 0 0 ORACLE CORP COM 68389X105 325 3975 SH SOLE 3975 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 322 6670 SH SOLE 6670 0 0 VISA INC COM CL A 92826C839 318 1532 SH SOLE 1532 0 0 ISHARES TR EAFE VALUE ETF 464288877 287 6247 SH SOLE 6247 0 0 PPG INDS INC COM 693506107 286 2271 SH SOLE 2271 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 282 9506 SH SOLE 9506 0 0 ALPHABET INC CAP STK CL C 02079K107 272 3060 SH SOLE 3060 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 267 1002 SH SOLE 1002 0 0 PROVIDENT FINL SVCS INC COM 74386T105 251 11747 SH SOLE 11747 0 0 DIREXION SHS ETF TR DLY SEMICNDTR BR 25460G336 245 6200 SH SOLE 6200 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 244 3235 SH SOLE 3235 0 0 LILLY ELI & CO COM 532457108 235 642 SH SOLE 642 0 0 UNION PAC CORP COM 907818108 227 1094 SH SOLE 1094 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 220 9289 SH SOLE 9289 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 217 9581 SH SOLE 9581 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 203 9227 SH SOLE 9227 0 0 SPRINKLR INC CL A 85208T107 91 11163 SH SOLE 11163 0 0