Independence Wealth Advisors, Inc. 13F Holdings · last filed Q4 2020
Independence Wealth Advisors, Inc. reported 14 securities worth $44.60M in its SEC 13F filing for Q4 2020 (period ended 2020-12-31). Top holdings: IVW (24.67%), IJH (17.70%), IWF (16.43%). Among its top 25 positions this quarter: 1 new, 3 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES S&P 500 GROWTH ETF | $11.0M | 24.67% | 172,421 | Added |
| 2 | IJH | ISHARES CORE S&P MID CAP ETF | $7.9M | 17.70% | 34,337 | Trimmed |
| 3 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $7.3M | 16.43% | 30,386 | Trimmed |
| 4 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.1M | 13.64% | 44,494 | Added |
| 5 | IEFA | ISHARES CORE MSCI EAFE | $5.5M | 12.28% | 79,270 | Added |
| 6 | IJR | ISHARES S&P SMALLCAP 600 ETF | $2.0M | 4.49% | 21,774 | Trimmed |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $1.6M | 3.57% | 25,700 | Hold |
| 8 | IVE | ISHARES S&P 500 VALUE ETF | $963,000 | 2.16% | 7,521 | Trimmed |
| 9 | SBUX | STARBUCKS CORP | $650,000 | 1.46% | 6,075 | Trimmed |
| 10 | WPC | WP CAREY INC COM | $509,000 | 1.14% | 7,213 | Hold |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $348,000 | 0.78% | 1,500 | Hold |
| 12 | MUB | ISHARES AMT-FREE MUNI BOND ETF | $297,000 | 0.67% | 2,531 | Hold |
| 13 | LDOS | LEIDOS HOLDINGS INC COM | $244,000 | 0.55% | 2,322 | Hold |
| 14 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $208,000 | 0.47% | 4,634 | New |
Source: SEC Form 13F filings · as of 2020-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR