Independence Wealth Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Independence Wealth Advisors, Inc. 13F Holdings
CIK 0001732846 · MCLEAN, VA
As of Dec 31, 2020, Independence Wealth Advisors, Inc. reported
14 positions worth $44.6K in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 172,421 |
|
1.0K24.67% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 34,337 | $7.9K | 17.70% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 30,386 | $7.3K | 16.43% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 44,494 | $6.1K | 13.64% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 79,270 | $5.5K | 12.28% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 21,774 | $2.0K | 4.49% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 25,700 |
.6K | 3.57% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 7,521 | $963.0 | 2.16% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 6,075 | $650.0 | 1.46% |
| W P CAREY INC | WPC | Real Estate | 7,213 | $509.0 | 1.14% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,500 | $348.0 | 0.78% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 2,531 | $297.0 | 0.67% |
| LEIDOS HOLDINGS INC | LDOS | Technology | 2,322 | $244.0 | 0.55% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 4,634 | $208.0 | 0.47% |