Independence Wealth Advisors, Inc. — Q4 2018 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q4 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	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	9.74%	-0.02%	+0.19%
2	IJH	Ishares Core S&p Midcap ETF	ETF-Other	9.16%	+0.78%	+0.39%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	8.95%	+0.21%	-16.39%
4	IDV	Ishares International Select	ETF-Other	8.06%	—	-26.19%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	7.47%	+0.07%	-7.92%
6	MBB	Ishares Mbs ETF	ETF-Other	7.44%	—	+0.51%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	7.24%	—	+0.30%
8	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	7.03%	-1.69%	-0.21%
9	IWF	Ishares Russell 1000 Growth	ETF-Other	6.66%	-0.70%	+2.02%
10	IWD	Ishares Russell 1000 Value E	ETF-Other	5.49%	+0.54%	-0.28%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	5.27%	+0.52%	+1.34%
12	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	4.88%	—	-0.05%
13	MUB	Ishares National Muni Bond E	ETF-Other	3.27%	-0.09%	+0.73%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	3.23%	—	-28.01%
15	SUB	Ishares Short-term National	ETF-Other	2.25%	—	+0.40%
16	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.97%	—	+6.38%
17	SBUX	Starbucks CORP	Stock-Consumer Disc	0.75%	—	—
18	WPC	Wp Carey INC	Stock-Real Estate	0.74%	-0.07%	+7.12%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.41%	-0.04%	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q4 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MBB	Ishares Mbs ETF	+1.3%	+0.51%	Add
2	AGG	Ishares Core U.s. Aggregate	+1.2%	+0.30%	Add
3	ISTB	Ishares Core 1-5 Year Usd Bo	+0.8%	-0.05%	Trim
4	MUB	Ishares National Muni Bond E	+0.6%	+0.73%	Add
5	STIP	Ishares 0-5 Year Tips Bond E	+0.4%	+6.38%	Add
6	SUB	Ishares Short-term National	+0.4%	+0.40%	Add
7	IVE	Ishares S&p 500 Value ETF	+0.4%	+0.19%	Add
8	IWD	Ishares Russell 1000 Value E	+0.2%	-0.28%	Trim
9	SBUX	Starbucks CORP	+0.2%	—	Unchanged
10	WPC	Wp Carey INC	+0.2%	+7.12%	Add
11	IWF	Ishares Russell 1000 Growth	+0.1%	+2.02%	Add
12	IVW	Ishares S&p 500 Growth ETF	+0.1%	-0.21%	Trim
13	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
14	IEMG	Ishares Core Msci Emerging	0%	-7.92%	Trim
15	IJH	Ishares Core S&p Midcap ETF	-0.2%	+0.39%	Add
16	IJR	Ishares Core S&p Small-cap E	-0.3%	+1.34%	Add
17	SCZ	Ishares Msci Eafe Small-cap	-1.3%	-28.01%	Trim
18	IEFA	Ishares Core Msci Eafe ETF	-1.6%	-16.39%	Trim
19	IDV	Ishares International Select	-2.4%	-26.19%	Trim