Independence Wealth Advisors

Independence Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 21 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 10.3 $9.8M 161k 61.07
iShares Dow Jones EPAC Sel Div Ind (IDV) 10.3 $9.8M 317k 30.74
Ishares Inc core msci emkt (IEMG) 10.0 $9.5M 194k 49.02
Ishares Tr core div grwth (DGRO) 8.8 $8.4M 213k 39.14
iShares S&P 500 Value Index (IVE) 7.3 $7.0M 58k 119.15
iShares S&P 500 Growth Index (IVW) 7.0 $6.6M 37k 180.03
iShares S&P MidCap 400 Index (IJH) 7.0 $6.6M 34k 193.24
iShares Russell 1000 Growth Index (IWF) 6.3 $6.0M 38k 159.64
iShares Lehman Aggregate Bond (AGG) 6.3 $5.9M 53k 113.18
iShares Russell 1000 Value Index (IWD) 5.2 $5.0M 39k 128.25
iShares Lehman MBS Bond Fund (MBB) 4.2 $4.0M 37k 108.30
iShares Brclys Intrdte Gov/Crt Bd (GVI) 3.6 $3.4M 30k 113.22
iShares S&P SmallCap 600 Index (IJR) 3.5 $3.3M 43k 77.85
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.9 $2.7M 24k 114.09
Ishares Tr cmn (STIP) 1.9 $1.8M 18k 100.16
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.4 $1.4M 24k 57.22
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 1.4 $1.3M 24k 55.30
Starbucks Corporation (SBUX) 0.9 $851k 9.6k 88.46
Wp Carey (WPC) 0.9 $844k 9.4k 89.50
Berkshire Hathaway (BRK.B) 0.3 $312k 1.5k 208.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $271k 2.5k 106.40