Independence Wealth Advisors, Inc.
Q4 2020 13F Holdings
- Locationmclean, VA
- Num holdings
14
- Value ($000)
$44,598
- Date Filed02/16/2021
- Form type13F-HR
- CIK0001732846
- 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 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $11.00M | 25 % | 172,421 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $7.89M | 18 % | 34,337 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $7.33M | 16 % | 30,386 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | $6.08M | 14 % | 44,494 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $5.48M | 12 % | 79,270 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $2.00M | 5 % | 21,774 | ||
IEMG ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $1.59M | 4 % | 25,700 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $963.00K | 2 % | 7,521 | ||
SBUX STARBUCKS CORP | STOCK | 855244109 | $650.00K | 2 % | 6,075 | ||
WPC WP CAREY INC COM | REIT | 92936U109 | $509.00K | 1 % | 7,213 |
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