Independence Wealth Advisors

Independence Wealth Advisors as of March 31, 2020

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 10.0 $8.3M 72k 115.37
Ishares Inc core msci emkt (IEMG) 9.9 $8.2M 203k 40.47
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 9.8 $8.1M 163k 49.89
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.9 $7.4M 327k 22.60
Ishares Tr core div grwth (DGRO) 8.4 $7.0M 214k 32.59
iShares S&P 500 Growth Index (IVW) 7.1 $5.9M 36k 165.03
iShares S&P 500 Value Index (IVE) 6.4 $5.3M 56k 96.23
iShares Russell 1000 Growth Index (IWF) 6.3 $5.3M 35k 150.64
iShares S&P MidCap 400 Index (IJH) 5.9 $4.9M 34k 143.87
iShares Lehman MBS Bond Fund (MBB) 5.8 $4.8M 44k 110.45
iShares Brclys Intrdte Gov/Crt Bd (GVI) 4.7 $3.9M 34k 114.72
iShares Russell 1000 Value Index (IWD) 4.5 $3.8M 38k 99.18
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.9 $3.3M 29k 113.03
iShares S&P SmallCap 600 Index (IJR) 2.7 $2.3M 40k 56.12
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 1.9 $1.6M 29k 54.54
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.1 $950k 21k 44.83
Starbucks Corporation (SBUX) 0.7 $575k 8.8k 65.69
Ishares Tr cmn (STIP) 0.6 $475k 4.8k 99.83
Wp Carey (WPC) 0.5 $440k 7.6k 58.09
Berkshire Hathaway (BRK.B) 0.3 $274k 1.5k 182.67
Leidos Holdings (LDOS) 0.3 $213k 2.3k 91.73
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $213k 2.0k 106.29