Independence Wealth Advisors

Independence Wealth Advisors as of March 31, 2019

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 21 positions in its portfolio as reported in the March 2019 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) 10.4 $9.7M 159k 60.77
Ishares Inc core msci emkt (IEMG) 10.2 $9.4M 182k 51.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 10.0 $9.3M 300k 30.86
Ishares Tr core div grwth (DGRO) 8.3 $7.7M 210k 36.75
iShares S&P 500 Growth Index (IVW) 7.3 $6.7M 39k 172.37
iShares S&P 500 Value Index (IVE) 7.2 $6.7M 59k 112.73
iShares S&P MidCap 400 Index (IJH) 7.2 $6.6M 35k 189.41
iShares Russell 1000 Growth Index (IWF) 6.8 $6.4M 42k 151.37
iShares Lehman Aggregate Bond (AGG) 6.2 $5.7M 52k 109.07
iShares Russell 1000 Value Index (IWD) 5.4 $5.0M 40k 123.49
iShares Lehman MBS Bond Fund (MBB) 4.0 $3.7M 35k 106.37
Ishares Tr core strm usbd (ISTB) 3.7 $3.4M 69k 49.86
iShares S&P SmallCap 600 Index (IJR) 3.5 $3.3M 43k 77.15
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.6 $2.4M 22k 111.17
Ishares Tr cmn (STIP) 1.8 $1.6M 17k 99.67
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.7 $1.5M 27k 57.46
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.6 $1.5M 14k 105.98
Wp Carey (WPC) 0.8 $738k 9.4k 78.34
Starbucks Corporation (SBUX) 0.8 $715k 9.6k 74.32
Berkshire Hathaway (BRK.B) 0.3 $301k 1.5k 200.67
iShares Russell 1000 Index (IWB) 0.2 $220k 1.4k 157.37