Independence Asset Advisors, LLC
Q4 2024 13F Holdings
- Locationwynnewood,, PA
- Num holdings
9
- Value ($000)
$21,612
- Date Filed01/28/2025
- Form type13F-HR
- CIK0002010929
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $8.42M | 39 % | 107,894 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.70M | 22 % | 58,435 | ||
FLRT PACER FDS TR | PAC ASSET FLTG | 69374H428 | $3.29M | 15 % | 69,196 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $2.54M | 12 % | 28,598 | ||
LSGR NATIXIS ETF TRUST II | NATIXIS LOOMIS | 63875W406 | $1.09M | 5 % | 27,791 | ||
VFMV VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | $653.98K | 3 % | 5,425 | ||
CLOI VANECK ETF TRUST | CLO ETF | 92189H748 | $484.01K | 2 % | 9,172 | ||
SIHY HARBOR ETF TRUST | SCIENTIFIC HIGH | 41151J109 | $245.87K | 1 % | 5,389 | ||
AAPL APPLE INC | COM | 037833100 | $202.32K | 1 % | 802 |
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