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CIK: 0001783412
Total reported value
$725.4M
$725.4M
135 檔
25.6%
At the close of Q2 2024, IFG Advisors, LLC disclosed equity holdings valued at approximately $725.4M, spread across 135 reported holdings.
During Q2 2024, IFG Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, EFA) accounted for 25.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.90% | -0.36% | +4.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.79% | +0.42% | -7.77% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.34% | -0.71% | +3.22% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.37% | +0.51% | +12.91% | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 5.43% | -0.16% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.12% | -0.21% | +3.56% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.86% | +0.23% | +7.70% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.11% | +47.31% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.99% | -0.55% | +4.15% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.87% | -0.22% | +5.52% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.46% | -0.09% | +1.56% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.14% | -0.18% | +1.73% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.06% | +0.12% | +12.48% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.88% | -0.21% | +9.06% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.34% | +0.38% | — | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.25% | -0.04% | +38.59% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.17% | -0.04% | +0.45% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | -0.02% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.99% | — | +18.46% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.95% | -0.29% | +8.65% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.95% | -0.22% | +6.29% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.92% | -0.16% | +10.72% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.87% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.18% | +3.92% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.03% | +925.85% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.31% | +16.30% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.56% | -0.02% | +159.95% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | — | -1.14% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.05% | +0.06% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.02% | +7.16% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.19% | +0.28% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.03% | +0.20% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.01% | +2.48% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.01% | +0.40% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.03% | +2.35% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.04% | +9.67% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.01% | +6.74% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-Other | 0.32% | -0.03% | -1.72% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | — | +0.27% | |
| 40 | DFSEUR | Discover Financial Services | Stock-Other | 0.32% | — | +2.86% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.97% | -0.21% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | -0.01% | +1.83% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.02% | +21.72% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.27% | -0.01% | +65.16% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.01% | +1.56% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.05% | +14.69% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.24% | -0.01% | +0.11% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +3.93% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.22% | -0.02% | +5.82% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.02% |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 135 disclosed positions in Q2 2024.
During Q2 2024, IFG Advisors, LLC's top holdings by market value included SPY (13.9%)、QQQ (10.8%)、EFA (7.3%). The largest single position, SPY, represented 13.9% of total portfolio value.
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In Q2 2024, IFG Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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