Independence Wealth Advisors

Independence Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 24 positions in its portfolio as reported in the December 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) 10.7 $11M 168k 65.24
iShares Dow Jones EPAC Sel Div Ind (IDV) 10.4 $11M 319k 33.57
Ishares Inc core msci emkt (IEMG) 10.3 $11M 198k 53.76
Ishares Tr core div grwth (DGRO) 8.5 $8.8M 209k 42.07
iShares Lehman Aggregate Bond (AGG) 7.5 $7.7M 69k 112.37
iShares S&P MidCap 400 Index (IJH) 7.0 $7.2M 35k 205.82
iShares S&P 500 Value Index (IVE) 7.0 $7.2M 55k 130.09
iShares S&P 500 Growth Index (IVW) 6.8 $7.0M 36k 193.65
iShares Russell 1000 Growth Index (IWF) 6.3 $6.5M 37k 175.91
iShares Russell 1000 Value Index (IWD) 5.1 $5.3M 39k 136.49
iShares Lehman MBS Bond Fund (MBB) 4.5 $4.6M 42k 108.07
iShares Brclys Intrdte Gov/Crt Bd (GVI) 3.6 $3.7M 33k 112.65
iShares S&P SmallCap 600 Index (IJR) 3.3 $3.4M 40k 83.86
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.9 $2.9M 26k 113.90
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $1.6M 26k 62.27
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 1.4 $1.4M 26k 55.20
Starbucks Corporation (SBUX) 0.8 $846k 9.6k 87.94
Wp Carey (WPC) 0.7 $755k 9.4k 80.03
Ishares Tr cmn (STIP) 0.5 $493k 4.9k 100.65
Berkshire Hathaway (BRK.B) 0.3 $340k 1.5k 226.67
iShares MSCI EAFE Growth Index (EFG) 0.3 $318k 3.7k 86.53
Leidos Holdings (LDOS) 0.2 $227k 2.3k 97.76
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $214k 2.0k 106.79
iShares Russell 1000 Index (IWB) 0.2 $208k 1.2k 178.08