Independence Asset Advisors

Latest statistics and disclosures from Independence Asset Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VCSH, VCIT, FLRT, VNQ, LSGR, and represent 92.66% of Independence Asset Advisors's stock portfolio.
  • Added to shares of these 8 stocks: VCSH (+$7.0M), VCIT, VNQ, FLRT, LSGR, VFMV, CLOI, AAPL.
  • Started 5 new stock positions in CLOI, AAPL, LSGR, VNQ, VFMV.
  • Reduced shares in these 2 stocks: VOT, VO.
  • Sold out of its positions in VOT, VO.
  • Independence Asset Advisors was a net buyer of stock by $17M.
  • Independence Asset Advisors has $22M in assets under management (AUM), dropping by 327.97%.
  • Central Index Key (CIK): 0002010929

Tip: Access up to 7 years of quarterly data

Positions held by Independence Asset Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Independence Asset Advisors

Independence Asset Advisors holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 38.9 $8.4M +486% 108k 78.01
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 21.7 $4.7M +183% 58k 80.42
 View chart
Pacer Fds Tr Pac Asset Fltg (FLRT) 15.2 $3.3M +272% 69k 47.52
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 11.7 $2.5M NEW 29k 88.65
 View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR) 5.0 $1.1M NEW 28k 39.09
 View chart
Vanguard Wellington Us Minimum (VFMV) 3.0 $654k NEW 5.4k 120.55
 View chart
Vaneck Etf Trust Clo Etf (CLOI) 2.2 $484k NEW 9.2k 52.77
 View chart
Harbor Etf Trust Scientific High (SIHY) 1.1 $246k 5.4k 45.62
 View chart
Apple (AAPL) 0.9 $202k NEW 802.00 252.26
 View chart

Past Filings by Independence Asset Advisors

SEC 13F filings are viewable for Independence Asset Advisors going back to 2023