Independence Wealth Advisors

Independence Wealth Advisors as of June 30, 2020

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 19 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Growth Etf Etf (IVW) 21.9 $9.1M 44k 207.48
Ishares Russell 1000 Growth Etf Etf (IWF) 15.4 $6.4M 33k 191.94
Ishares Core S&p Mid Cap Etf Etf (IJH) 15.1 $6.3M 35k 177.81
Ishares Core Msci Eafe Etf (IEFA) 10.1 $4.2M 73k 57.16
Ishares Russell 1000 Value Etf Etf (IWD) 9.7 $4.0M 36k 112.61
Ishares Core Msci Emerging Mkts Etf (IEMG) 4.9 $2.0M 43k 47.59
Ishares S&p Smallcap 600 Etf Etf (IJR) 3.6 $1.5M 22k 68.28
Ishares International Select Dividend Etf Etf (IDV) 3.4 $1.4M 56k 25.12
Ishares Amt-free Muni Bond Etf Etf (MUB) 3.1 $1.3M 11k 115.43
Ishares Core Dividend Growth Etf Etf (DGRO) 2.7 $1.1M 30k 37.61
Ishares Mbs Etf Etf (MBB) 1.9 $784k 7.1k 110.75
Ishares S&p 500 Value Etf Etf (IVE) 1.9 $777k 7.2k 108.19
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 1.3 $543k 9.8k 55.66
Wp Carey Reit (WPC) 1.2 $513k 7.6k 67.67
Starbucks Corp Stock (SBUX) 1.2 $499k 6.8k 73.62
Ishares Aggregate Bond Etf Etf (AGG) 0.8 $318k 2.7k 118.35
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $268k 1.5k 178.67
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.6 $249k 4.7k 53.51
Leidos Holdings Stock (LDOS) 0.5 $218k 2.3k 93.88