| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 41.7% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 38.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.2% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 7.5% |
| HARBOR ETF TRUST | 3 | Q2 2024 | 6.2% |
View Independence Asset Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-07 |
View Independence Asset 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.