Universe · entity
IFS Advisors, LLC
Institutional manager (13F) · CIK 1765617
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $192M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | $30M | 46,422 |
| 2 | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $23M | 967,802 |
| 3 | ISHARES 0-3 MONTH TREASURY BOND ETF | $18M | 177,167 |
| 4 | ISHARES CORE DIVIDEND GROWTH ETF | $17M | 241,130 |
| 5 | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $15M | 759,178 |
| 6 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $15M | 500,081 |
| 7 | ISHARES CORE MSCI EAFE ETF | $14M | 153,578 |
| 8 | ISHARES CORE S&P MID-CAP ETF | $11M | 163,242 |
| 9 | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $8M | 185,542 |
| 10 | ISHARES CORE S&P SMALL CAP ETF | $8M | 63,266 |
| 11 | VANGUARD MID-CAP ETF | $7M | 24,945 |
| 12 | VANGUARD TOTAL BOND MARKET ETF | $6M | 78,303 |
| 13 | ISHARES CORE U.S. AGGREGATE BOND ETF | $5M | 46,843 |
| 14 | SCHWAB U.S. SMALL-CAP ETF | $4M | 150,002 |
| 15 | ISHARES TREASURY FLOATING RATE BOND ETF | $3M | 53,225 |
| 16 | WISDOMTREE FLOATING RATE TREASURY FUND | $2M | 38,497 |
| 17 | ISHARES RUSSELL 1000 ETF | $754k | 2,115 |
| 18 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $581k | 1,213 |
| 19 | APPLE INC COM | $461k | 1,816 |
| 20 | WISDOMTREE U.S. LARGECAP FUND | $332k | 4,873 |
| 21 | ISHARES RUSSELL 1000 GROWTH ETF | $327k | 767 |
| 22 | CARDINAL HEALTH INC COM | $270k | 1,280 |
| 23 | INVESCO QQQ TRUST SERIES I | $249k | 431 |
| 24 | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $227k | 491 |
| 25 | JPMORGAN CHASE & CO COM | $213k | 725 |
| 26 | TESLA INC COM | $201k | 542 |
| 27 | NVIDIA CORPORATION COM | $185k | 1,058 |
| 28 | VISA INC COM CL A | $184k | 609 |
| 29 | DEERE & CO COM | $161k | 286 |
| 30 | NEXTERA ENERGY INC COM | $160k | 1,725 |
| 31 | AUTOMATIC DATA PROCESSING INC COM | $140k | 691 |
| 32 | EXXON MOBIL CORP COM | $133k | 781 |
| 33 | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | $124k | 2,807 |
| 34 | CHEVRON CORPORATION COM | $116k | 562 |
| 35 | XCEL ENERGY INC COM | $115k | 1,450 |
| 36 | ALLIANT ENERGY CORP COM | $111k | 1,553 |
| 37 | AMAZON COM INC COM | $107k | 514 |
| 38 | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $103k | 2,072 |
| 39 | AMERICAN ELEC PWR CO INC COM | $99k | 759 |
| 40 | TEXAS PACIFIC LAND CORPORATION COM | $94k | 198 |
| 41 | ISHARES RUSSELL 1000 VALUE ETF | $82k | 383 |
| 42 | ALTRIA GROUP INC COM | $82k | 1,240 |
| 43 | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $81k | 4,700 |
| 44 | VANGUARD S&P 500 ETF | $79k | 132 |
| 45 | PHILIP MORRIS INTL INC COM | $72k | 437 |
| 46 | MERCK & CO INC COM | $72k | 597 |
| 47 | META PLATFORMS INC CL A | $72k | 125 |
| 48 | VANGUARD INFORMATION TECHNOLOGY ETF | $68k | 96 |
| 49 | PROCTER & GAMBLE CO COM | $67k | 465 |
| 50 | VERIZON COMMUNICATIONS INC COM | $62k | 1,227 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.