Independence Asset Advisors
Latest statistics and disclosures from Independence Asset Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, VCSH, FLRT, VOT, VO, and represent 95.05% of Independence Asset Advisors's stock portfolio.
- Added to shares of these 3 stocks: FLRT, VO, VOT.
- Started 1 new stock position in FLRT.
- Reduced shares in these 2 stocks: VCSH, VCIT.
- Independence Asset Advisors was a net buyer of stock by $688k.
- Independence Asset Advisors has $5.0M in assets under management (AUM), dropping by 20.99%.
- Central Index Key (CIK): 0002010929
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Portfolio Holdings for Independence Asset Advisors
Independence Asset Advisors holds 6 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 34.3 | $1.7M | -5% | 21k | 83.94 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 28.9 | $1.5M | -6% | 18k | 79.52 |
|
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 17.5 | $882k | NEW | 19k | 47.49 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 7.8 | $396k | 1.6k | 243.44 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.5 | $329k | 1.2k | 263.88 |
|
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| Harbor Etf Trust Scientific High (SIHY) | 5.0 | $250k | 5.4k | 46.41 |
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Past Filings by Independence Asset Advisors
SEC 13F filings are viewable for Independence Asset Advisors going back to 2023
- Independence Asset Advisors 2024 Q3 filed Oct. 16, 2024
- Independence Asset Advisors 2024 Q2 filed July 16, 2024
- Independence Asset Advisors 2024 Q1 filed April 16, 2024
- Independence Asset Advisors 2023 Q4 filed Feb. 7, 2024