Independence Wealth Advisors, Inc. — Q2 2018 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001732846

Total reported value

$44.6M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IDV	Ishares International Select	ETF-Other	10.79%	—	+5.14%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	10.40%	+0.21%	-1.00%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	9.49%	+0.78%	-4.10%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	9.25%	-0.02%	+1.76%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	7.69%	+0.07%	+2.16%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	7.03%	-1.69%	-4.06%
7	IWF	Ishares Russell 1000 Growth	ETF-Other	6.21%	-0.70%	-4.37%
8	MBB	Ishares Mbs ETF	ETF-Other	6.20%	—	+5.42%
9	AGG	Ishares Core U.s. Aggregate	ETF-Other	5.90%	—	+10.90%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	5.74%	+0.52%	-8.28%
11	IWD	Ishares Russell 1000 Value E	ETF-Other	5.23%	+0.54%	-2.61%
12	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	4.66%	—	+8.80%
13	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	3.98%	—	+11.32%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.73%	-0.09%	-1.68%
15	SUB	Ishares Short-term National	ETF-Other	1.87%	—	-0.43%
16	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.27%	—	+16.56%
17	WPC	Wp Carey INC	Stock-Real Estate	0.61%	-0.07%	—
18	SBUX	Starbucks CORP	Stock-Consumer Disc	0.49%	—	—
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.32%	-0.04%	—
20	HBAN	Huntington Bancshares INC	Stock-Financials	0.17%	—	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q2 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IDV	Ishares International Select	+1.4%	+5.14%	Add
2	IVE	Ishares S&p 500 Value ETF	+1.2%	+1.76%	Add
3	AGG	Ishares Core U.s. Aggregate	+1.1%	+10.90%	Add
4	IJH	Ishares Core S&p Midcap ETF	+1%	-4.10%	Trim
5	MBB	Ishares Mbs ETF	+1%	+5.42%	Add
6	IVW	Ishares S&p 500 Growth ETF	+0.8%	-4.06%	Trim
7	ISTB	Ishares Core 1-5 Year Usd Bo	+0.8%	+11.32%	Add
8	IWF	Ishares Russell 1000 Growth	+0.7%	-4.37%	Trim
9	SCZ	Ishares Msci Eafe Small-cap	+0.7%	+8.80%	Add
10	IEFA	Ishares Core Msci Eafe ETF	+0.7%	-1.00%	Trim
11	IJR	Ishares Core S&p Small-cap E	+0.6%	-8.28%	Trim
12	IWD	Ishares Russell 1000 Value E	+0.5%	-2.61%	Trim
13	STIP	Ishares 0-5 Year Tips Bond E	+0.3%	+16.56%	Add
14	MUB	Ishares National Muni Bond E	+0.3%	-1.68%	Trim
15	IEMG	Ishares Core Msci Emerging	+0.3%	+2.16%	Add
16	SUB	Ishares Short-term National	+0.2%	-0.43%	Trim
17	WPC	Wp Carey INC	+0.1%	—	Unchanged
18	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
19	HBAN	Huntington Bancshares INC	0%	—	Unchanged
20	SBUX	Starbucks CORP	0%	—	Unchanged
21	IFGL	Ishares International Develo	—	EXIT	Sold out
22	FREL	Fidelity Msci Rl Est Indx	—	EXIT	Sold out
23	GVI	Ishares Intermediate Governm	—	EXIT	Sold out
24	FLOT	Ishares Floating Rate Bond E	—	EXIT	Sold out
25	FMUSD	Ishares Msci Frontier 100	—	EXIT	Sold out
26	RPAIUSD	Retail Properties Of Ame - A	—	EXIT	Sold out