Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 18 | Q3 2020 | 13.7% |
ISHARES TR | 18 | Q3 2020 | 13.6% |
VANGUARD INDEX FDS | 18 | Q3 2020 | 13.5% |
ISHARES TR | 18 | Q3 2020 | 12.4% |
VANGUARD BD INDEX FDS | 18 | Q3 2020 | 10.6% |
ISHARES TR | 18 | Q3 2020 | 7.3% |
ISHARES TR | 18 | Q3 2020 | 6.5% |
ISHARES TR | 18 | Q3 2020 | 4.2% |
VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2020 | 3.3% |
VANGUARD INTL EQUITY INDEX F | 18 | Q3 2020 | 2.8% |
View Independence Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-11-04 |
13F-HR | 2020-08-11 |
13F-HR | 2020-05-08 |
13F-HR | 2020-02-07 |
13F-HR | 2019-11-01 |
13F-HR | 2019-08-12 |
13F-HR | 2019-05-03 |
13F-HR | 2019-01-31 |
13F-HR | 2018-10-23 |
13F-HR | 2018-07-12 |
View Independence Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.