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CIK: 0002010929
Total reported value
$383.9M
$383.9M
13 檔
6.4%
At the close of Q1 2025, Independence Asset Advisors, LLC disclosed equity holdings valued at approximately $383.9M, spread across 13 reported holdings.
During Q1 2025, 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 | CLOI | Vaneck Clo ETF | ETF-Other | 29.07% | -9.29% | +1751.37% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 15.29% | -0.27% | EXIT | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 14.07% | — | -48.87% | |
| 4 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 11.91% | -0.22% | +12.75% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 9.26% | -0.22% | +10.29% | |
| 6 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 8.55% | -0.22% | +283.69% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.12% | — | — | |
| 8 | LSGR | Natixis Loomis Focused Grwth | ETF-Other | 2.73% | -0.37% | EXIT | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.77% | -0.09% | — | |
| 10 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.26% | -0.05% | — | |
| 11 | CLOB | Vaneck Aa-bb Clo ETF | ETF-Other | 1.23% | -4.25% | — | |
| 12 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.97% | +0.02% | — | |
| 13 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 0.78% | -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 13 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CLOI, VCIT, VCSH) accounted for 6.4% of total reported equity market value during Q1 2025.
During Q1 2025, Independence Asset Advisors, LLC's top holdings by market value included CLOI (29.1%)、VCIT (15.3%)、VCSH (14.1%). The largest single position, CLOI, represented 29.1% of total portfolio value.
In Q1 2025, 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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