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CIK: 0002010929
Total reported value
$383.9M
$383.9M
5 檔
1.1%
As reported in its official Q2 2024 Form 13F filing, Independence Asset Advisors, LLC's tracked investment portfolio stood at $383.9M with 5 total positions.
During Q2 2024, Independence Asset Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 41.69% | -0.27% | EXIT | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 36.39% | — | — | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 8.91% | -0.04% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.18% | — | — | |
| 5 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 5.83% | -0.03% | — |
According to official SEC Form 13F filings, Independence Asset Advisors, LLC reported a total U.S. public equity portfolio value of $383.9M across 5 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, VCSH, VOT) accounted for 1.1% of total reported equity market value during Q2 2024.
During Q2 2024, Independence Asset Advisors, LLC's top holdings by market value included VCIT (41.7%)、VCSH (36.4%)、VOT (8.9%). The largest single position, VCIT, represented 41.7% of total portfolio value.
In Q2 2024, Independence Asset Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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