Independence Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationfranklin, NH
- Num holdings
47
- Value ($000)
$263,040
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002066080
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $62.74M | 24 % | 493,711 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $34.55M | 13 % | 374,405 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $14.61M | 6 % | 153,215 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $13.00M | 5 % | 268,805 | ||
FALN ISHARES TR | FALN ANGLS USD | 46435G474 | $11.95M | 5 % | 446,140 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $11.87M | 5 % | 109,242 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $11.60M | 4 % | 104,420 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $11.09M | 4 % | 93,907 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $9.86M | 4 % | 61,128 | ||
FNCL FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $9.71M | 4 % | 139,669 |
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