Independence Asset Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwynnewood,, PA
- CIK0002010929
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
17 | $160.72 M | IWD, CLOI, VANECK ETF TRUST, FLRT | 13F-HR | Jul 29, 2025 | 000137647425000682 | ||
13 | $30.85 M | CLOI, VCIT, VCSH, FLRT | 13F-HR | Apr 23, 2025 | 000137647425000367 | ||
9 | $21.61 M | VCSH, VCIT, FLRT, VNQ | 13F-HR | Jan 28, 2025 | 000137647425000109 | ||
6 | $5.05 M | VCIT, VCSH, FLRT, VOT | 13F-HR | Oct 16, 2024 | 000137647424000601 | ||
5 | $4.17 M | VCIT, VCSH, VOT, VO | 13F-HR | Jul 16, 2024 | 000137647424000315 | ||
5 | $4.15 M | VCIT, VCSH, VOT, VO | 13F-HR | Apr 16, 2024 | 000137647424000166 | ||
5 | $3.95 M | VCIT, VCSH, VOT, VO | 13F-HR | Feb 7, 2024 | 000137647424000084 |