Independence Advisors, LLC
Q3 2020 13F Holdings
- Locationwayne, PA
- Num holdings
170
- Value ($000)
$465,936
- Date Filed11/04/2020
- Form type13F-HR
- CIK0001679118
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $57.30M | 12 % | 548,263 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $56.07M | 12 % | 258,527 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $54.95M | 12 % | 241,418 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $53.51M | 12 % | 840,660 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $34.16M | 7 % | 147,850 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $28.34M | 6 % | 303,165 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $15.13M | 3 % | 134,559 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $14.65M | 3 % | 124,033 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $13.57M | 3 % | 336,310 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $11.13M | 2 % | 103,005 |
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