Independence Asset Advisors
Latest statistics and disclosures from Independence Asset Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, VCSH, VOT, VO, SIHY, and represent 100.00% of Independence Asset Advisors's stock portfolio.
- Added to shares of these 3 stocks: VCIT, VO, VOT.
- Independence Asset Advisors was a net buyer of stock by $178k.
- Independence Asset Advisors has $4.2M in assets under management (AUM), dropping by 5.05%.
- Central Index Key (CIK): 0002010929
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Portfolio Holdings for Independence Asset Advisors
Independence Asset Advisors holds 5 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 41.0 | $1.7M | +11% | 21k | 80.23 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 36.5 | $1.5M | 20k | 77.06 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 9.2 | $382k | 1.6k | 235.85 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 7.5 | $309k | 1.2k | 249.86 |
|
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| Harbor Etf Trust Scientific High (SIHY) | 5.9 | $244k | 5.4k | 45.22 |
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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 Q1 filed April 16, 2024
- Independence Asset Advisors 2023 Q4 filed Feb. 7, 2024