Independence Wealth Advisors

Independence Wealth Advisors as of June 30, 2019

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 25 positions in its portfolio as reported in the June 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 $11M 172k 61.40
iShares Dow Jones EPAC Sel Div Ind (IDV) 9.9 $10M 328k 30.72
Ishares Inc core msci emkt (IEMG) 9.9 $10M 195k 51.44
Ishares Tr core div grwth (DGRO) 7.8 $7.9M 207k 38.20
iShares Russell 1000 Growth Index (IWF) 7.3 $7.4M 47k 157.33
iShares S&P MidCap 400 Index (IJH) 7.1 $7.2M 37k 194.26
iShares S&P 500 Value Index (IVE) 7.0 $7.1M 61k 116.56
iShares S&P 500 Growth Index (IVW) 6.7 $6.8M 38k 179.23
iShares Lehman Aggregate Bond (AGG) 6.0 $6.1M 55k 111.35
iShares Russell 1000 Value Index (IWD) 5.6 $5.7M 45k 127.23
iShares Lehman MBS Bond Fund (MBB) 4.1 $4.2M 39k 107.60
Ishares Tr core strm usbd (ISTB) 3.7 $3.7M 74k 50.43
iShares S&P SmallCap 600 Index (IJR) 3.4 $3.5M 45k 78.27
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.5 $2.5M 22k 113.11
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.9 $1.9M 33k 57.39
Ishares Tr cmn (STIP) 1.8 $1.8M 18k 100.57
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.5 $1.5M 15k 106.57
Starbucks Corporation (SBUX) 0.8 $806k 9.6k 83.78
Wp Carey (WPC) 0.8 $765k 9.4k 81.16
Dominion Resources (D) 0.3 $337k 4.4k 77.36
Berkshire Hathaway (BRK.B) 0.3 $320k 1.5k 213.33
Johnson & Johnson (JNJ) 0.3 $318k 2.3k 139.47
iShares MSCI EAFE Growth Index (EFG) 0.3 $297k 3.7k 80.82
Rockwell Automation (ROK) 0.2 $240k 1.5k 163.82
iShares Russell 1000 Index (IWB) 0.2 $228k 1.4k 163.09