Independence Wealth Advisors

Independence Wealth Advisors as of March 31, 2018

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 26 positions in its portfolio as reported in the March 2018 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) 9.7 $11M 160k 65.88
iShares Dow Jones EPAC Sel Div Ind (IDV) 9.4 $10M 308k 33.01
iShares S&P MidCap 400 Index (IJH) 8.5 $9.2M 49k 187.57
iShares S&P 500 Value Index (IVE) 8.0 $8.7M 80k 109.34
Ishares Inc core msci emkt (IEMG) 7.4 $8.1M 138k 58.40
iShares S&P 500 Growth Index (IVW) 6.2 $6.7M 43k 155.06
iShares Russell 1000 Growth Index (IWF) 5.5 $5.9M 44k 136.08
iShares Lehman MBS Bond Fund (MBB) 5.2 $5.7M 54k 104.63
iShares S&P SmallCap 600 Index (IJR) 5.1 $5.6M 72k 77.01
iShares Lehman Aggregate Bond (AGG) 4.8 $5.2M 48k 107.24
iShares Russell 1000 Value Index (IWD) 4.7 $5.1M 43k 119.97
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 4.0 $4.4M 147k 29.73
ISHARES TR MSCI Small Cap msci small cap (SCZ) 4.0 $4.3M 66k 65.19
Fidelity msci rl est etf (FREL) 3.2 $3.5M 153k 22.88
Ishares Tr core strm usbd (ISTB) 3.2 $3.5M 70k 49.34
iShares Brclys Intrdte Gov/Crt Bd (GVI) 3.0 $3.2M 30k 108.27
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.5 $2.7M 25k 108.95
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.7 $1.8M 17k 104.86
Ishares Tr cmn (STIP) 1.0 $1.1M 11k 100.14
Ishares Tr fltg rate nt (FLOT) 0.9 $1.0M 20k 50.93
Starbucks Corporation (SBUX) 0.5 $557k 9.6k 57.90
Wp Carey (WPC) 0.5 $545k 8.8k 62.00
Berkshire Hathaway (BRK.B) 0.3 $329k 1.7k 199.39
Ishares Inc msci frntr 100 (FM) 0.2 $238k 6.8k 35.13
Retail Properties Of America 0.2 $225k 19k 11.65
Huntington Bancshares Incorporated (HBAN) 0.1 $163k 11k 15.13