$437 Million is the total value of Independence Advisors, LLC's 164 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -10 | -100.0% | 0.00% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -39 | -100.0% | -0.00% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -35 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -14 | -100.0% | -0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -194 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -1,079 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,407 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
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.