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IFS Advisors, LLC

Q1 2021 Holdings

Filed 2021-04-28 | 24 holdings | $127.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$36.7K92,29228.7%
Ishares Core Dividend Growth ETF(DGRO)CORE DIV GRWTH46434V621$10.7K222,0728.4%
Schwab Short-Term U.S. Treasury ETF(SCHO)SHT TM US TRES808524862$10.7K207,8718.3%
Vanguard Total Bond Market Index Fund(BND)TOTAL BND MRKT921937835$9.7K114,0517.6%
Ishares 1-3 Year Treasury Bond ETF(SHY)1 3 YR TREAS BD464287457$9.5K110,6157.5%
Ishares S&P Small-Cap Fund(IJR)CORE S&P SCP ETF464287804$7.3K67,5785.7%
Vanguard S&P 500 ETF(VOO)S&P 500 ETF SHS922908363$7.1K19,6255.6%
Ishares S&P Midcap Fund(IJH)CORE S&P MCP ETF464287507$7.1K27,3885.6%
Spdr Portfolio Intermediate Term Treasury ETF(SPTI)PORTFLI INTRMDIT78464A672$6.1K189,0334.7%
Schwab U.S. Small-Cap ETF(SCHA)US SML CAP ETF808524607$5.4K54,3474.2%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ISHS 1-5YR INVS464288646$4.6K83,8453.6%
Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund(CORP)INV GRD CRP BD72201R817$2.7K24,3972.1%
Vanguard Extended Market Index Fund(VXF)EXTEND MKT ETF922908652$2.2K12,2131.7%
Ishares Short-Term National Muni Bond ETF(SUB)SHRT NAT MUN ETF464288158$2.0K18,9231.6%
Ishares National Muni Bond ETF(MUB)NATIONAL MUN ETF464288414$1.6K13,7831.3%
Ishares Core U.S. Aggregate Bond ETF(AGG)CORE US AGGBD ET464287226$8847,7660.7%
Ishares Russell 1000 ETF(IWB)RUS 1000 ETF464287622$7383,3010.6%
Fidelity Msci Real Estate Index ETF(FREL)MSCI RL EST ETF316092857$57320,8720.4%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$5532,2770.4%
Ishares 7-10 Year Treasury Bond ETF(IEF)BARCLAYS 7 10 YR464287440$4714,1790.4%
Ishares 3-7 Year Treasury Bond ETF(IEI)3 7 YR TREAS BD464288661$3802,9310.3%
Tesla Inc COM(TSLA)COM88160R101$3214820.3%
Wisdomtree U.S. Largecap Fund(EPS)US LARGECAP FUND97717W588$2104,8630.2%
Invesco QQQ Trust(QQQ)UNIT SER 146090E103$2016310.2%