Independence Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Independence Wealth Advisors
Independence Wealth Advisors holds 14 positions in its portfolio as reported in the December 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) | 24.7 | $11M | 172k | 63.82 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 17.7 | $7.9M | 34k | 229.84 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 16.4 | $7.3M | 30k | 241.13 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 13.6 | $6.1M | 45k | 136.74 | |
| Ishares Core Msci Eafe Etf (IEFA) | 12.3 | $5.5M | 79k | 69.09 | |
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 4.5 | $2.0M | 22k | 91.90 | |
| Ishares Core Msci Emerging Mkts Etf (IEMG) | 3.6 | $1.6M | 26k | 62.02 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 2.2 | $963k | 7.5k | 128.04 | |
| Starbucks Corp Stock (SBUX) | 1.5 | $650k | 6.1k | 107.00 | |
| Wp Carey Reit (WPC) | 1.1 | $509k | 7.2k | 70.57 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.8 | $348k | 1.5k | 232.00 | |
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.7 | $297k | 2.5k | 117.34 | |
| Leidos Holdings Stock (LDOS) | 0.5 | $244k | 2.3k | 105.08 | |
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.5 | $208k | 4.6k | 44.89 |
