Independence Wealth Advisors, Inc. — Q1 2018 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001732846

Total reported value

$44.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	9.72%	+0.21%	-2.75%
2	IDV	Ishares International Select	ETF-Other	9.40%	—	-1.05%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	8.48%	+0.78%	-2.49%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	8.03%	-0.02%	-2.38%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	7.44%	+0.07%	+2.20%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.22%	-1.69%	-2.55%
7	IWF	Ishares Russell 1000 Growth	ETF-Other	5.47%	-0.70%	-3.56%
8	MBB	Ishares Mbs ETF	ETF-Other	5.25%	—	+0.62%
9	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	5.14%	+0.52%	-1.26%
10	AGG	Ishares Core U.s. Aggregate	ETF-Other	4.78%	—	-1.62%
11	IWD	Ishares Russell 1000 Value E	ETF-Other	4.72%	+0.54%	-5.39%
12	IFGL	Ishares International Develo	ETF-Other	4.05%	—	+20.06%
13	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	3.96%	—	+17.75%
14	FREL	Fidelity Msci Rl Est Indx	ETF-Other	3.24%	—	+20.96%
15	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	3.20%	—	-1.08%
16	GVI	Ishares Intermediate Governm	ETF-Other	2.98%	—	+2.19%
17	MUB	Ishares National Muni Bond E	ETF-Other	2.47%	-0.09%	-11.57%
18	SUB	Ishares Short-term National	ETF-Other	1.66%	—	-1.87%
19	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.97%	—	-2.89%
20	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.93%	—	-2.36%
21	SBUX	Starbucks CORP	Stock-Consumer Disc	0.51%	—	—
22	WPC	Wp Carey INC	Stock-Real Estate	0.50%	-0.07%	—
23	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.30%	-0.04%	—
24	FMUSD	Ishares Msci Frontier 100	ETF-Other	0.22%	—	-3.44%
25	RPAIUSD	Retail Properties Of Ame - A	Stock-Other	0.21%	—	—
26	HBAN	Huntington Bancshares INC	Stock-Financials	0.15%	—	—

Holding changes this quarter

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IFGL	Ishares International Develo	+0.7%	+20.06%	Add
2	SCZ	Ishares Msci Eafe Small-cap	+0.7%	+17.75%	Add
3	IEMG	Ishares Core Msci Emerging	+0.4%	+2.20%	Add
4	FREL	Fidelity Msci Rl Est Indx	+0.4%	+20.96%	Add
5	GVI	Ishares Intermediate Governm	+0.1%	+2.19%	Add
6	IJR	Ishares Core S&p Small-cap E	0%	-1.26%	Trim
7	HBAN	Huntington Bancshares INC	0%	—	Unchanged
8	FMUSD	Ishares Msci Frontier 100	0%	-3.44%	Trim
9	SBUX	Starbucks CORP	0%	—	Unchanged
10	IVW	Ishares S&p 500 Growth ETF	—	-2.55%	Trim
11	BRK-B	Berkshire Hathaway Inc-cl B	—	—	Unchanged
12	MBB	Ishares Mbs ETF	0%	+0.62%	Add
13	FLOT	Ishares Floating Rate Bond E	0%	-2.36%	Trim
14	SUB	Ishares Short-term National	0%	-1.87%	Trim
15	STIP	Ishares 0-5 Year Tips Bond E	0%	-2.89%	Trim
16	ISTB	Ishares Core 1-5 Year Usd Bo	0%	-1.08%	Trim
17	RPAIUSD	Retail Properties Of Ame - A	0%	—	Unchanged
18	WPC	Wp Carey INC	-0.1%	—	Unchanged
19	IWF	Ishares Russell 1000 Growth	-0.1%	-3.56%	Trim
20	AGG	Ishares Core U.s. Aggregate	-0.1%	-1.62%	Trim
21	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-2.75%	Trim
22	IDV	Ishares International Select	-0.2%	-1.05%	Trim
23	IJH	Ishares Core S&p Midcap ETF	-0.2%	-2.49%	Trim
24	MUB	Ishares National Muni Bond E	-0.3%	-11.57%	Trim
25	IWD	Ishares Russell 1000 Value E	-0.4%	-5.39%	Trim
26	IVE	Ishares S&p 500 Value ETF	-0.5%	-2.38%	Trim