$44.6 Million is the total value of Independence Wealth Advisors, Inc.'s 14 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $11,004,000 | +7.7% | 172,421 | +290.1% | 24.67% | -6.4% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $7,892,000 | +20.4% | 34,337 | -2.9% | 17.70% | +4.6% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $7,327,000 | +10.3% | 30,386 | -0.8% | 16.43% | -4.1% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $6,084,000 | +19.9% | 44,494 | +3.6% | 13.64% | +4.2% |
| IEFA | Buy | ISHARES CORE MSCI EAFEetf | $5,477,000 | +17.1% | 79,270 | +2.1% | 12.28% | +1.8% |
| IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $2,001,000 | +30.0% | 21,774 | -0.7% | 4.49% | +13.0% |
| IEMG | ISHARES CORE MSCI EMERGING MKTSetf | $1,594,000 | +17.6% | 25,700 | 0.0% | 3.57% | +2.1% | |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $963,000 | +13.8% | 7,521 | -0.1% | 2.16% | -1.1% |
| SBUX | Sell | STARBUCKS CORPstock | $650,000 | +15.2% | 6,075 | -7.5% | 1.46% | +0.1% |
| WPC | WP CAREY INC COMreit | $509,000 | +8.5% | 7,213 | 0.0% | 1.14% | -5.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $348,000 | +9.1% | 1,500 | 0.0% | 0.78% | -5.2% | |
| MUB | ISHARES AMT-FREE MUNI BOND ETFetf | $297,000 | +1.4% | 2,531 | 0.0% | 0.67% | -11.9% | |
| LDOS | LEIDOS HOLDINGS INC COMstock | $244,000 | +17.9% | 2,322 | 0.0% | 0.55% | +2.4% | |
| DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $208,000 | – | 4,634 | +100.0% | 0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q4 2020 | 26.4% |
| ISHARES TR | 13 | Q4 2020 | 12.3% |
| ISHARES TR | 13 | Q4 2020 | 17.7% |
| ISHARES TR | 13 | Q4 2020 | 17.1% |
| ISHARES INC | 13 | Q4 2020 | 10.3% |
| ISHARES TR | 13 | Q4 2020 | 13.6% |
| ISHARES TR | 13 | Q4 2020 | 9.7% |
| ISHARES TR | 13 | Q4 2020 | 5.7% |
| ISHARES TR | 13 | Q4 2020 | 3.9% |
| STARBUCKS CORP | 13 | Q4 2020 | 1.5% |
View Independence Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-16 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-01-17 |
| 13F-HR | 2019-11-05 |
| 13F-HR | 2019-07-25 |
| 13F-HR | 2019-05-01 |
| 13F-HR | 2019-02-11 |
| 13F-HR | 2018-11-07 |
View Independence Wealth Advisors, Inc.'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.