Independence Asset Advisors as of Dec. 31, 2024
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 | 108k | 78.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 21.7 | $4.7M | 58k | 80.42 | |
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 15.2 | $3.3M | 69k | 47.52 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 11.7 | $2.5M | 29k | 88.65 | |
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 5.0 | $1.1M | 28k | 39.09 | |
| Vanguard Wellington Us Minimum (VFMV) | 3.0 | $654k | 5.4k | 120.55 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 2.2 | $484k | 9.2k | 52.77 | |
| Harbor Etf Trust Scientific High (SIHY) | 1.1 | $246k | 5.4k | 45.62 | |
| Apple (AAPL) | 0.9 | $202k | 802.00 | 252.26 |
