Independence Asset Advisors, LLC
Q1 2025 13F Holdings
- Locationwynnewood,, PA
- Num holdings
13
- Value ($000)
$30,847
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CLOI VANECK ETF TRUST | CLO ETF | 92189H748 | $8.97M | 29 % | 169,808 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.72M | 15 % | 57,914 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $4.34M | 14 % | 55,168 | ||
FLRT PACER FDS TR | PAC ASSET FLTG | 69374H428 | $3.67M | 12 % | 78,020 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $2.86M | 9 % | 31,541 | ||
VFMV VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | $2.64M | 9 % | 20,815 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $963.50K | 3 % | 10,287 | ||
LSGR NATIXIS ETF TRUST II | NATIXIS LOOMIS | 63875W406 | $843.20K | 3 % | 24,292 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $545.08K | 2 % | 9,568 | ||
JPRE J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 46641Q126 | $387.45K | 1 % | 8,038 |
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