Independence Wealth Advisors, Inc. — Q3 2019 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q3 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	10.34%	+0.21%	-6.63%
2	IDV	Ishares International Select	ETF-Other	10.29%	—	-3.12%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	10.01%	+0.07%	-0.91%
4	DGRO	Ishares Core Dividend Growth	ETF-Other	8.81%	+0.47%	NEW
5	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	7.34%	-0.02%	-3.68%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.99%	-1.69%	-3.61%
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	6.97%	+0.78%	-8.22%
8	IWF	Ishares Russell 1000 Growth	ETF-Other	6.35%	-0.70%	-20.01%
9	AGG	Ishares Core U.s. Aggregate	ETF-Other	6.27%	—	-4.32%
10	IWD	Ishares Russell 1000 Value E	ETF-Other	5.25%	+0.54%	-13.00%
11	MBB	Ishares Mbs ETF	ETF-Other	4.21%	—	-5.28%
12	GVI	Ishares Intermediate Governm	ETF-Other	3.63%	—	—
13	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.50%	+0.52%	-4.33%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.88%	-0.09%	+7.40%
15	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.94%	—	+1.51%
16	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.45%	—	-28.10%
17	MUNI	Pimco Intermediate Municipal	ETF-Other	1.38%	—	—
18	SBUX	Starbucks CORP	Stock-Consumer Disc	0.90%	—	—
19	WPC	Wp Carey INC	Stock-Real Estate	0.89%	-0.07%	+0.04%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.33%	-0.04%	—
21	SUB	Ishares Short-term National	ETF-Other	0.29%	—	-82.45%

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q3 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DGRO	Ishares Core Dividend Growth	+1%	+3.07%	Add
2	MUB	Ishares National Muni Bond E	+0.4%	+7.40%	Add
3	IDV	Ishares International Select	+0.4%	-3.12%	Trim
4	IVE	Ishares S&p 500 Value ETF	+0.4%	-3.68%	Trim
5	IVW	Ishares S&p 500 Growth ETF	+0.3%	-3.61%	Trim
6	AGG	Ishares Core U.s. Aggregate	+0.3%	-4.32%	Trim
7	WPC	Wp Carey INC	+0.1%	+0.04%	Add
8	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	+1.51%	Add
9	IEMG	Ishares Core Msci Emerging	+0.1%	-0.91%	Trim
10	SBUX	Starbucks CORP	+0.1%	—	Unchanged
11	MBB	Ishares Mbs ETF	+0.1%	-5.28%	Trim
12	IJR	Ishares Core S&p Small-cap E	+0.1%	-4.33%	Trim
13	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
14	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-6.63%	Trim
15	IJH	Ishares Core S&p Midcap ETF	-0.2%	-8.22%	Trim
16	IWD	Ishares Russell 1000 Value E	-0.3%	-13.00%	Trim
17	SCZ	Ishares Msci Eafe Small-cap	-0.4%	-28.10%	Trim
18	IWF	Ishares Russell 1000 Growth	-1%	-20.01%	Trim
19	SUB	Ishares Short-term National	-1.2%	-82.45%	Trim
20	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	Sold out
21	GVI	Ishares Intermediate Governm	—	NEW	New buy
22	MUNI	Pimco Intermediate Municipal	—	NEW	New buy
23	D	Dominion Energy INC	—	EXIT	Sold out
24	JNJ	Johnson & Johnson	—	EXIT	Sold out
25	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	Sold out
26	ROK	Rockwell Automation INC	—	EXIT	Sold out
27	IWB	Ishares Russell 1000 ETF	—	EXIT	Sold out