Independence Asset Advisors as of March 31, 2025
Portfolio Holdings for Independence Asset Advisors
Independence Asset Advisors holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaneck Etf Trust Clo Etf (CLOI) | 29.1 | $9.0M | 170k | 52.80 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 15.3 | $4.7M | 58k | 81.45 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 14.1 | $4.3M | 55k | 78.65 | |
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 11.9 | $3.7M | 78k | 47.09 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 9.3 | $2.9M | 32k | 90.54 | |
| Vanguard Wellington Us Minimum (VFMV) | 8.6 | $2.6M | 21k | 126.74 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $964k | 10k | 93.66 | |
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 2.7 | $843k | 24k | 34.71 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.8 | $545k | 9.6k | 56.97 | |
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 1.3 | $388k | 8.0k | 48.20 | |
| Vaneck Etf Trust Aa Bb Clo Etf (CLOB) | 1.2 | $380k | 7.5k | 50.62 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.0 | $299k | 4.7k | 63.54 | |
| Harbor Etf Trust Scientific High (SIHY) | 0.8 | $240k | 5.4k | 44.43 |
