Independence Wealth Advisors

Independence Wealth Advisors as of Dec. 31, 2017

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 9.9 $11M 164k 66.09
iShares Dow Jones EPAC Sel Div Ind (IDV) 9.6 $11M 311k 33.79
iShares S&P MidCap 400 Index (IJH) 8.7 $9.5M 50k 189.78
iShares S&P 500 Value Index (IVE) 8.5 $9.3M 81k 114.24
Ishares Inc core msci emkt (IEMG) 7.0 $7.7M 135k 56.90
iShares S&P 500 Growth Index (IVW) 6.2 $6.8M 45k 152.77
iShares Russell 1000 Growth Index (IWF) 5.6 $6.1M 45k 134.67
iShares Lehman MBS Bond Fund (MBB) 5.3 $5.8M 54k 106.60
iShares S&P SmallCap 600 Index (IJR) 5.1 $5.6M 73k 76.81
iShares Russell 1000 Value Index (IWD) 5.1 $5.6M 45k 124.33
iShares Lehman Aggregate Bond (AGG) 4.9 $5.4M 49k 109.32
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 3.4 $3.7M 123k 30.00
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.3 $3.6M 56k 64.49
Ishares Tr core strm usbd (ISTB) 3.2 $3.5M 71k 49.83
iShares Brclys Intrdte Gov/Crt Bd (GVI) 2.9 $3.2M 29k 109.75
Fidelity msci rl est etf (FREL) 2.9 $3.1M 127k 24.70
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.8 $3.1M 28k 110.75
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.7 $1.8M 18k 104.90
Ishares Tr cmn (STIP) 1.0 $1.1M 11k 99.84
Ishares Tr fltg rate nt (FLOT) 0.9 $1.0M 20k 50.82
Wp Carey (WPC) 0.6 $606k 8.8k 68.94
Starbucks Corporation (SBUX) 0.5 $552k 9.6k 57.38
Berkshire Hathaway (BRK.B) 0.3 $327k 1.7k 198.18
Retail Properties Of America 0.2 $260k 19k 13.46
Ishares Inc msci frntr 100 (FM) 0.2 $232k 7.0k 33.07
Huntington Bancshares Incorporated (HBAN) 0.1 $157k 11k 14.57