Independence Wealth Advisors

Independence Wealth Advisors as of Sept. 30, 2018

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 19 positions in its portfolio as reported in the September 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) 10.5 $10M 162k 64.08
iShares Dow Jones EPAC Sel Div Ind (IDV) 10.5 $10M 316k 32.63
iShares S&P 500 Value Index (IVE) 9.4 $9.3M 80k 115.84
iShares S&P MidCap 400 Index (IJH) 9.3 $9.2M 46k 201.29
Ishares Inc core msci emkt (IEMG) 7.5 $7.4M 143k 51.78
iShares S&P 500 Growth Index (IVW) 7.0 $6.9M 39k 177.16
iShares Russell 1000 Growth Index (IWF) 6.6 $6.5M 42k 155.98
iShares Lehman MBS Bond Fund (MBB) 6.2 $6.1M 59k 103.34
iShares Lehman Aggregate Bond (AGG) 6.0 $6.0M 56k 105.52
iShares S&P SmallCap 600 Index (IJR) 5.5 $5.4M 63k 87.24
iShares Russell 1000 Value Index (IWD) 5.3 $5.2M 41k 126.63
ISHARES TR MSCI Small Cap msci small cap (SCZ) 4.5 $4.5M 72k 62.27
Ishares Tr core strm usbd (ISTB) 4.1 $4.1M 83k 49.00
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.7 $2.7M 25k 107.93
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.9 $1.9M 18k 104.71
Ishares Tr cmn (STIP) 1.6 $1.6M 16k 98.80
Wp Carey (WPC) 0.6 $565k 8.8k 64.28
Starbucks Corporation (SBUX) 0.6 $547k 9.6k 56.86
Berkshire Hathaway (BRK.B) 0.4 $353k 1.7k 213.94