StockScan > Holders > Independence Wealth Advisors

Independence Wealth Advisors's Portfolio and 13F Filing

Value: $43.31M
Website:
CIK: 0001732846
Phone: 703-752-6000
Address: 6723 Whittier Ave, Mclean, VA (22101)
Latest 13F Filing: 2020-10-01
Independence Wealth Advisors's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 iShares Russell 1000 Growth ETF IWF $345.48 N/A 33,422 $11,546,633 26.66%
2 iShares Russell 1000 Value ETF IWD $178.69 N/A 35,743 $6,386,917 14.75%
3 iShares Core MSCI EAFE ETF IEFA $75.78 N/A 73,181 $5,545,656 12.80%
4 iShares S&P 500 Growth ETF IVW $87.16 N/A 43,946 $3,830,333 8.84%
5 iShares Core S&P Small-Cap ETF IJR $110.16 N/A 21,923 $2,415,038 5.58%
6 iShares Core MSCI Emerging Mark IEMG $54.43 N/A 42,904 $2,335,265 5.39%
7 iShares Core S&P Mid-Cap ETF IJH $60.27 N/A 35,284 $2,126,567 4.91%
8 iShares Core Dividend Growth ET DGRO $58.40 N/A 29,835 $1,742,364 4.02%
9 iShares International Select Dividend ETF IDV $29.94 N/A 56,281 $1,684,772 3.89%
10 iShares S&P 500 Value ETF IVE $185.92 N/A 7,182 $1,335,277 3.08%
11 iShares National Muni Bond ETF MUB $106.47 N/A 11,314 $1,204,602 2.78%
12 iShares MBS ETF MBB $91.47 N/A 7,079 $647,516 1.49%
13 Berkshire Hathaway Inc BRK.B $414.37 N/A 1,500 $621,555 1.44%
14 Starbucks Corporation SBUX $77.72 N/A 6,778 $526,786 1.22%
15 W.P. Carey Inc. REIT WPC $59.99 N/A 7,581 $454,784 1.05%
16 Leidos Holdings, Inc. LDOS $150.28 N/A 2,322 $348,950 0.81%
17 iShares MSCI EAFE Small-Cap ETF SCZ $64.40 N/A 4,653 $299,653 0.69%
18 iShares Core U.S. Aggregate Bon AGG $96.86 N/A 2,687 $260,263 0.60%