$38.8 Million is the total value of Independence Wealth Advisors, Inc.'s 13 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 31.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $10,214,000 | +12.0% | 44,203 | +0.6% | 26.36% | +20.1% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $6,640,000 | +3.5% | 30,618 | -8.4% | 17.13% | +11.0% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $6,556,000 | +4.5% | 35,380 | +0.3% | 16.92% | +12.1% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $5,075,000 | +26.1% | 42,963 | +20.2% | 13.10% | +35.2% |
| IEFA | Buy | ISHARES CORE MSCI EAFEetf | $4,677,000 | +11.8% | 77,603 | +6.0% | 12.07% | +19.9% |
| IJR | ISHARES S&P SMALLCAP 600 ETFetf | $1,539,000 | +2.8% | 21,923 | 0.0% | 3.97% | +10.2% | |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $1,356,000 | -33.6% | 25,700 | -40.1% | 3.50% | -28.8% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $846,000 | +8.9% | 7,526 | +4.8% | 2.18% | +16.8% |
| SBUX | Sell | STARBUCKS CORPstock | $564,000 | +13.0% | 6,571 | -3.1% | 1.46% | +21.1% |
| WPC | Sell | WP CAREY INC COMreit | $469,000 | -8.6% | 7,213 | -4.9% | 1.21% | -1.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $319,000 | +19.0% | 1,500 | 0.0% | 0.82% | +27.6% | |
| MUB | Sell | ISHARES AMT-FREE MUNI BOND ETFetf | $293,000 | -77.6% | 2,531 | -77.6% | 0.76% | -75.9% |
| LDOS | LEIDOS HOLDINGS INC COMstock | $207,000 | -5.0% | 2,322 | 0.0% | 0.53% | +1.9% | |
| SCZ | Exit | ISHARES MSCI EAFE SMALL-CAP ETFetf | $0 | – | -4,653 | -100.0% | -0.60% | – |
| AGG | Exit | ISHARES AGGREGATE BOND ETFetf | $0 | – | -2,687 | -100.0% | -0.76% | – |
| MUNI | Exit | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $0 | – | -9,756 | -100.0% | -1.31% | – |
| MBB | Exit | ISHARES MBS ETFetf | $0 | – | -7,079 | -100.0% | -1.89% | – |
| DGRO | Exit | ISHARES CORE DIVIDEND GROWTH ETFetf | $0 | – | -29,835 | -100.0% | -2.70% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -56,281 | -100.0% | -3.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.