Independence Wealth Advisors, Inc. — Q1 2019 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q1 2019
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	10.45%	+0.21%	+17.72%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	10.15%	+0.07%	+38.15%
3	IDV	Ishares International Select	ETF-Other	10.00%	—	+28.66%
4	DGRO	Ishares Core Dividend Growth	ETF-Other	8.31%	+0.47%	NEW
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	7.26%	-1.69%	+0.56%
6	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	7.19%	-0.02%	-26.20%
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	7.15%	+0.78%	-23.74%
8	IWF	Ishares Russell 1000 Growth	ETF-Other	6.85%	-0.70%	-0.86%
9	AGG	Ishares Core U.s. Aggregate	ETF-Other	6.16%	—	-7.47%
10	IWD	Ishares Russell 1000 Value E	ETF-Other	5.38%	+0.54%	-1.74%
11	MBB	Ishares Mbs ETF	ETF-Other	3.99%	—	-41.22%
12	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	3.71%	—	-16.56%
13	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.55%	+0.52%	-32.54%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.64%	-0.09%	-11.83%
15	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.78%	—	-0.99%
16	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.67%	—	-48.08%
17	SUB	Ishares Short-term National	ETF-Other	1.61%	—	-20.55%
18	WPC	Wp Carey INC	Stock-Real Estate	0.80%	-0.07%	+0.05%
19	SBUX	Starbucks CORP	Stock-Consumer Disc	0.77%	—	—
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.32%	-0.04%	-9.09%
21	IWB	Ishares Russell 1000 ETF	ETF-Other	0.24%	—	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IEMG	Ishares Core Msci Emerging	+2.7%	+38.15%	Add
2	IDV	Ishares International Select	+1.9%	+28.66%	Add
3	IEFA	Ishares Core Msci Eafe ETF	+1.5%	+17.72%	Add
4	IVW	Ishares S&p 500 Growth ETF	+0.2%	+0.56%	Add
5	IWF	Ishares Russell 1000 Growth	+0.2%	-0.86%	Trim
6	WPC	Wp Carey INC	+0.1%	+0.05%	Add
7	SBUX	Starbucks CORP	0%	—	Unchanged
8	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-9.09%	Trim
9	IWD	Ishares Russell 1000 Value E	-0.1%	-1.74%	Trim
10	STIP	Ishares 0-5 Year Tips Bond E	-0.2%	-0.99%	Trim
11	MUB	Ishares National Muni Bond E	-0.6%	-11.83%	Trim
12	SUB	Ishares Short-term National	-0.6%	-20.55%	Trim
13	AGG	Ishares Core U.s. Aggregate	-1.1%	-7.47%	Trim
14	ISTB	Ishares Core 1-5 Year Usd Bo	-1.2%	-16.56%	Trim
15	SCZ	Ishares Msci Eafe Small-cap	-1.6%	-48.08%	Trim
16	IJR	Ishares Core S&p Small-cap E	-1.7%	-32.54%	Trim
17	IJH	Ishares Core S&p Midcap ETF	-2%	-23.74%	Trim
18	IVE	Ishares S&p 500 Value ETF	-2.6%	-26.20%	Trim
19	MBB	Ishares Mbs ETF	-3.5%	-41.22%	Trim
20	DGRO	Ishares Core Dividend Growth	—	NEW	New buy
21	IWB	Ishares Russell 1000 ETF	—	NEW	New buy