Independence Wealth Advisors

Independence Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Value Index (IVE) 9.7 $8.1M 80k 101.14
iShares S&P MidCap 400 Index (IJH) 9.2 $7.6M 46k 166.07
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 8.9 $7.4M 135k 55.00
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.1 $6.7M 234k 28.71
Ishares Inc core msci emkt (IEMG) 7.5 $6.2M 132k 47.15
iShares Lehman MBS Bond Fund (MBB) 7.4 $6.2M 59k 104.65
iShares Lehman Aggregate Bond (AGG) 7.2 $6.0M 57k 106.50
iShares S&P 500 Growth Index (IVW) 7.0 $5.9M 39k 150.67
iShares Russell 1000 Growth Index (IWF) 6.7 $5.5M 42k 130.91
iShares Russell 1000 Value Index (IWD) 5.5 $4.6M 41k 111.05
iShares S&P SmallCap 600 Index (IJR) 5.3 $4.4M 63k 69.33
Ishares Tr core strm usbd (ISTB) 4.9 $4.1M 83k 49.06
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.3 $2.7M 25k 109.03
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.2 $2.7M 52k 51.82
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 2.2 $1.9M 18k 105.42
Ishares Tr cmn (STIP) 2.0 $1.6M 17k 98.03
Starbucks Corporation (SBUX) 0.8 $620k 9.6k 64.45
Wp Carey (WPC) 0.7 $615k 9.4k 65.31
Berkshire Hathaway (BRK.B) 0.4 $337k 1.7k 204.24