Independence Wealth Advisors, Inc. — Q3 2018 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q3 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	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	10.51%	+0.21%	+2.50%
2	IDV	Ishares International Select	ETF-Other	10.46%	—	-2.34%
3	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	9.38%	-0.02%	-1.17%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	9.32%	+0.78%	-2.47%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	7.50%	+0.07%	+1.57%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.98%	-1.69%	-6.47%
7	IWF	Ishares Russell 1000 Growth	ETF-Other	6.56%	-0.70%	-0.24%
8	MBB	Ishares Mbs ETF	ETF-Other	6.16%	—	+2.77%
9	AGG	Ishares Core U.s. Aggregate	ETF-Other	6.03%	—	+5.56%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	5.52%	+0.52%	-5.61%
11	IWD	Ishares Russell 1000 Value E	ETF-Other	5.29%	+0.54%	-0.50%
12	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	4.54%	—	+0.84%
13	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	4.11%	—	+6.04%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.71%	-0.09%	+2.79%
15	SUB	Ishares Short-term National	ETF-Other	1.88%	—	+3.48%
16	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.57%	—	+28.32%
17	WPC	Wp Carey INC	Stock-Real Estate	0.57%	-0.07%	—
18	SBUX	Starbucks CORP	Stock-Consumer Disc	0.55%	—	—
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.36%	-0.04%	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q3 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWF	Ishares Russell 1000 Growth	+0.4%	-0.24%	Trim
2	STIP	Ishares 0-5 Year Tips Bond E	+0.3%	+28.32%	Add
3	IVE	Ishares S&p 500 Value ETF	+0.1%	-1.17%	Trim
4	AGG	Ishares Core U.s. Aggregate	+0.1%	+5.56%	Add
5	ISTB	Ishares Core 1-5 Year Usd Bo	+0.1%	+6.04%	Add
6	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+2.50%	Add
7	IWD	Ishares Russell 1000 Value E	+0.1%	-0.50%	Trim
8	SBUX	Starbucks CORP	+0.1%	—	Unchanged
9	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
10	SUB	Ishares Short-term National	0%	+3.48%	Add
11	MUB	Ishares National Muni Bond E	0%	+2.79%	Add
12	MBB	Ishares Mbs ETF	0%	+2.77%	Add
13	WPC	Wp Carey INC	0%	—	Unchanged
14	IVW	Ishares S&p 500 Growth ETF	-0.1%	-6.47%	Trim
15	SCZ	Ishares Msci Eafe Small-cap	-0.1%	+0.84%	Add
16	IJH	Ishares Core S&p Midcap ETF	-0.2%	-2.47%	Trim
17	IEMG	Ishares Core Msci Emerging	-0.2%	+1.57%	Add
18	IJR	Ishares Core S&p Small-cap E	-0.2%	-5.61%	Trim
19	IDV	Ishares International Select	-0.3%	-2.34%	Trim
20	HBAN	Huntington Bancshares INC	—	EXIT	Sold out