Independence Wealth Advisors, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2020
  • Location
    mclean, VA
  • CIK
    0001732846
  • All SEC filings
Q4 2020
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

14

$44.60M
IVW, IJH, IWF, IWD
13F-HR
Feb 16, 2021
000173284621000001

13

$38.76M
IVW, IWF, IJH, IWD
13F-HR
Nov 13, 2020
000173284620000005

19

$41.56M
IVW, IWF, IJH, IEFA
13F-HR
Jul 31, 2020
000173284620000004

22

$83.19M
AGG, IEMG, IEFA, IDV*
13F-HR
May 13, 2020
000173284620000003

24

$102.95M
IEFA, IDV*, IEMG, DGRO
13F-HR
Jan 17, 2020
000173284620000001

21

$94.77M
IEFA, IDV*, IEMG, DGRO
13F-HR
Nov 5, 2019
000173284619000004

25

$101.40M
IEFA, IDV*, IEMG, DGRO
13F-HR
Jul 25, 2019
000173284619000003

21

$92.71M
IEFA, IEMG, IDV*, DGRO
13F-HR
May 1, 2019
000173284619000002

19

$83.21M
IVE, IJH, IEFA, IDV*
13F-HR
Feb 11, 2019
000173284619000001

19

$98.74M
IEFA, IDV*, IVE, IJH
13F-HR
Nov 7, 2018
000173284618000005

20

$96.26M
IDV*, IEFA, IJH, IVE
13F-HR
Jul 26, 2018
000173284618000003

26

$108.19M
IEFA, IDV*, IJH, IVE
13F-HR
May 7, 2018
000173284618000002

26

$109.34M
IEFA, IDV*, IJH, IVE
13F-HR
Mar 15, 2018
000173284618000001
Independence Wealth Advisors, Inc. 13F Filings