$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $11,004,000 | +7.7% | 172,421 | +290.1% | 24.67% | -6.4% |
| 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% |
| 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.