Independence Wealth Advisors

Independence Wealth Advisors as of June 30, 2018

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 20 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Dow Jones EPAC Sel Div Ind (IDV) 10.8 $10M 324k 32.05
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 10.4 $10M 158k 63.37
iShares S&P MidCap 400 Index (IJH) 9.5 $9.1M 47k 194.78
iShares S&P 500 Value Index (IVE) 9.2 $8.9M 81k 110.12
Ishares Inc core msci emkt (IEMG) 7.7 $7.4M 141k 52.51
iShares S&P 500 Growth Index (IVW) 7.0 $6.8M 42k 162.59
iShares Russell 1000 Growth Index (IWF) 6.2 $6.0M 42k 143.78
iShares Lehman MBS Bond Fund (MBB) 6.2 $6.0M 57k 104.18
iShares Lehman Aggregate Bond (AGG) 5.9 $5.7M 53k 106.32
iShares S&P SmallCap 600 Index (IJR) 5.7 $5.5M 66k 83.45
iShares Russell 1000 Value Index (IWD) 5.2 $5.0M 41k 121.37
ISHARES TR MSCI Small Cap msci small cap (SCZ) 4.7 $4.5M 71k 62.73
Ishares Tr core strm usbd (ISTB) 4.0 $3.8M 78k 49.08
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.7 $2.6M 24k 109.03
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.9 $1.8M 17k 105.02
Ishares Tr cmn (STIP) 1.3 $1.2M 12k 99.65
Wp Carey (WPC) 0.6 $583k 8.8k 66.33
Starbucks Corporation (SBUX) 0.5 $469k 9.6k 48.75
Berkshire Hathaway (BRK.B) 0.3 $307k 1.7k 186.06
Huntington Bancshares Incorporated (HBAN) 0.2 $159k 11k 14.76