Independence Asset Advisors, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location wynnewood,, PACIK 0002010929All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
19 | $235.67M | CLOI, IWD, VANECK ETF TRUST, VTI | 13F-HR | Nov 3, 2025 | 000137647425000889 | ||
17 | $160.72M | IWD, CLOI, VANECK ETF TRUST, FLRT | 13F-HR | Jul 29, 2025 | 000137647425000682 | ||
13 | $30.85M | CLOI, VCIT, VCSH, FLRT | 13F-HR | Apr 23, 2025 | 000137647425000367 | ||
9 | $21.61M | VCSH, VCIT, FLRT, VNQ | 13F-HR | Jan 28, 2025 | 000137647425000109 | ||
6 | $5.05M | VCIT, VCSH, FLRT, VOT | 13F-HR | Oct 16, 2024 | 000137647424000601 | ||
5 | $4.17M | VCIT, VCSH, VOT, VO | 13F-HR | Jul 16, 2024 | 000137647424000315 | ||
5 | $4.15M | VCIT, VCSH, VOT, VO | 13F-HR | Apr 16, 2024 | 000137647424000166 | ||
5 | $3.95M | VCIT, VCSH, VOT, VO | 13F-HR | Feb 7, 2024 | 000137647424000084 |