$466 Million is the total value of Independence Advisors, LLC's 170 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $567,000 | – | 2,661 | +100.0% | 0.12% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $270,000 | – | 2,819 | +100.0% | 0.06% | – |
| ANVS | New | ANNOVIS BIO INC | $219,000 | – | 45,598 | +100.0% | 0.05% | – |
| TSLA | New | TESLA INC | $218,000 | – | 508 | +100.0% | 0.05% | – |
| NFLX | New | NETFLIX INC | $216,000 | – | 431 | +100.0% | 0.05% | – |
| MKC | New | MCCORMICK & CO INC | $211,000 | – | 1,086 | +100.0% | 0.04% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $93,000 | – | 2,379 | +100.0% | 0.02% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $87,000 | – | 1,564 | +100.0% | 0.02% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $24,000 | – | 292 | +100.0% | 0.01% | – |
| RSX | New | VANECK VECTORS ETF TRrussia etf | $22,000 | – | 1,035 | +100.0% | 0.01% | – |
| SCHQ | New | SCHWAB STRATEGIC TRlong term us | $2,000 | – | 37 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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.