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IFS Advisors, LLC

Q2 2025 Holdings

Filed 2025-07-22 | 170 holdings | $132.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Nvidia Corporation COM(NVDA)Stock67066G104$172.4K1,0910.1%
Visa Inc COM CL A(V)Stock92826C839$187.5K5280.1%
Cardinal Health Inc COM(CAH)Stock14149Y108$215.0K1,2800.2%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$216.4K4910.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$228.4K4140.2%
Automatic Data Processing Inc COM(ADP)Stock053015103$274.8K8910.2%
Wisdomtree U.S. Largecap Fund(EPS)ETF97717W588$311.9K4,8730.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$312.9K7370.2%
Apple Inc COM(AAPL)Stock037833100$384.9K1,8760.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$589.2K1,2130.4%
Ishares Russell 1000 ETF(IWB)ETF464287622$727.0K2,1410.6%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.3M50,3561.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.7M13,1812.8%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$9.2M84,3937.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$10.0M160,5997.5%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$11.8M402,2608.9%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$13.2M205,83410.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$15.9M190,89612.1%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$21.5M213,68916.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$39.1M63,01929.6%
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