Independence Wealth Advisors, Inc. — Q4 2019 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q4 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	10.67%	+0.21%	+4.96%
2	IDV	Ishares International Select	ETF-Other	10.40%	—	+0.51%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	10.32%	+0.07%	+2.13%
4	DGRO	Ishares Core Dividend Growth	ETF-Other	8.54%	+0.47%	NEW
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	7.50%	—	+30.88%
6	IJH	Ishares Core S&p Midcap ETF	ETF-Other	7.00%	+0.78%	+2.45%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	6.98%	-0.02%	-5.47%
8	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.75%	-1.69%	-2.41%
9	IWF	Ishares Russell 1000 Growth	ETF-Other	6.27%	-0.70%	-2.63%
10	IWD	Ishares Russell 1000 Value E	ETF-Other	5.12%	+0.54%	-0.38%
11	MBB	Ishares Mbs ETF	ETF-Other	4.45%	—	+15.11%
12	GVI	Ishares Intermediate Governm	ETF-Other	3.58%	—	+7.51%
13	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.29%	+0.52%	-5.07%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.87%	-0.09%	+8.28%
15	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.60%	—	+10.20%
16	MUNI	Pimco Intermediate Municipal	ETF-Other	1.38%	—	+8.53%
17	SBUX	Starbucks CORP	Stock-Consumer Disc	0.82%	—	—
18	WPC	Wp Carey INC	Stock-Real Estate	0.73%	-0.07%	+0.04%
19	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.48%	—	-73.38%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.33%	-0.04%	—
21	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.31%	—	—
22	LDOS	Leidos Holdings INC	Stock-Tech	0.22%	+0.02%	—
23	SUB	Ishares Short-term National	ETF-Other	0.21%	—	-21.32%
24	IWB	Ishares Russell 1000 ETF	ETF-Other	0.20%	—	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q4 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AGG	Ishares Core U.s. Aggregate	+1.2%	+30.88%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.3%	+4.96%	Add
3	IEMG	Ishares Core Msci Emerging	+0.3%	+2.13%	Add
4	MBB	Ishares Mbs ETF	+0.2%	+15.11%	Add
5	SCZ	Ishares Msci Eafe Small-cap	+0.2%	+10.20%	Add
6	IDV	Ishares International Select	+0.1%	+0.51%	Add
7	IJH	Ishares Core S&p Midcap ETF	0%	+2.45%	Add
8	MUNI	Pimco Intermediate Municipal	—	+8.53%	Add
9	BRK-B	Berkshire Hathaway Inc-cl B	—	—	Unchanged
10	MUB	Ishares National Muni Bond E	0%	+8.28%	Add
11	GVI	Ishares Intermediate Governm	-0.1%	+7.51%	Add
12	IWF	Ishares Russell 1000 Growth	-0.1%	-2.63%	Trim
13	SUB	Ishares Short-term National	-0.1%	-21.32%	Trim
14	SBUX	Starbucks CORP	-0.1%	—	Unchanged
15	IWD	Ishares Russell 1000 Value E	-0.1%	-0.38%	Trim
16	WPC	Wp Carey INC	-0.2%	+0.04%	Add
17	IJR	Ishares Core S&p Small-cap E	-0.2%	-5.07%	Trim
18	IVW	Ishares S&p 500 Growth ETF	-0.2%	-2.41%	Trim
19	DGRO	Ishares Core Dividend Growth	-0.3%	-2.07%	Trim
20	IVE	Ishares S&p 500 Value ETF	-0.4%	-5.47%	Trim
21	STIP	Ishares 0-5 Year Tips Bond E	-1.5%	-73.38%	Trim
22	EFG	Ishares Msci Eafe Growth ETF	—	NEW	New buy
23	LDOS	Leidos Holdings INC	—	NEW	New buy
24	IWB	Ishares Russell 1000 ETF	—	NEW	New buy