Independence Wealth Advisors, Inc.

Q4 2020 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    14

  • Value ($000)

    $44,598

  • Date Filed
    02/16/2021
  • Form type
    13F-HR
  • CIK
    0001732846
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES S&P 500 GROWTH ETF

ETF
464287309
$11.00M
25 %

172,421

I
IJH

ISHARES CORE S&P MID CAP ETF

ETF
464287507
$7.89M
18 %

34,337

I
IWF

ISHARES RUSSELL 1000 GROWTH ETF

ETF
464287614
$7.33M
16 %

30,386

I
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
464287598
$6.08M
14 %

44,494

I
IEFA

ISHARES CORE MSCI EAFE

ETF
46432F842
$5.48M
12 %

79,270

I
IJR

ISHARES S&P SMALLCAP 600 ETF

ETF
464287804
$2.00M
5 %

21,774

I
IEMG

ISHARES CORE MSCI EMERGING MKTS

ETF
46434G103
$1.59M
4 %

25,700

I
IVE

ISHARES S&P 500 VALUE ETF

ETF
464287408
$963.00K
2 %

7,521

S
SBUX

STARBUCKS CORP

STOCK
855244109
$650.00K
2 %

6,075

W
WPC

WP CAREY INC COM

REIT
92936U109
$509.00K
1 %

7,213

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