Independence Wealth Advisors, Inc. — Q1 2020 13F Holdings

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q1 2020
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	AGG	Ishares Core U.s. Aggregate	ETF-Other	10.01%	—	+5.03%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	9.86%	+0.07%	+2.56%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	9.76%	+0.21%	-3.38%
4	IDV	Ishares International Select	ETF-Other	8.89%	—	+2.56%
5	DGRO	Ishares Core Dividend Growth	ETF-Other	8.38%	+0.47%	NEW
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	7.07%	-1.69%	-0.64%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	6.42%	-0.02%	+0.47%
8	IWF	Ishares Russell 1000 Growth	ETF-Other	6.33%	-0.70%	-4.63%
9	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.94%	+0.78%	-1.83%
10	MBB	Ishares Mbs ETF	ETF-Other	5.79%	—	+2.93%
11	GVI	Ishares Intermediate Governm	ETF-Other	4.69%	—	+3.98%
12	IWD	Ishares Russell 1000 Value E	ETF-Other	4.51%	+0.54%	-1.95%
13	MUB	Ishares National Muni Bond E	ETF-Other	3.95%	-0.09%	+12.15%
14	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.71%	+0.52%	-0.71%
15	MUNI	Pimco Intermediate Municipal	ETF-Other	1.92%	—	+13.94%
16	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.14%	—	-19.69%
17	SBUX	Starbucks CORP	Stock-Consumer Disc	0.69%	—	-9.01%
18	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.57%	—	-2.86%
19	WPC	Wp Carey INC	Stock-Real Estate	0.53%	-0.07%	-19.71%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.33%	-0.04%	—
21	LDOS	Leidos Holdings INC	Stock-Tech	0.26%	+0.02%	—
22	SUB	Ishares Short-term National	ETF-Other	0.26%	—	—

Position changes disclosed by Independence Wealth Advisors, Inc. for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AGG	Ishares Core U.s. Aggregate	+2.5%	+5.03%	Add
2	MBB	Ishares Mbs ETF	+1.3%	+2.93%	Add
3	GVI	Ishares Intermediate Governm	+1.1%	+3.98%	Add
4	MUB	Ishares National Muni Bond E	+1.1%	+12.15%	Add
5	MUNI	Pimco Intermediate Municipal	+0.5%	+13.94%	Add
6	IVW	Ishares S&p 500 Growth ETF	+0.3%	-0.64%	Trim
7	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	-2.86%	Trim
8	IWF	Ishares Russell 1000 Growth	+0.1%	-4.63%	Trim
9	SUB	Ishares Short-term National	+0.1%	—	Unchanged
10	LDOS	Leidos Holdings INC	0%	—	Unchanged
11	BRK-B	Berkshire Hathaway Inc-cl B	—	—	Unchanged
12	SBUX	Starbucks CORP	-0.1%	-9.01%	Trim
13	DGRO	Ishares Core Dividend Growth	-0.2%	+2.39%	Add
14	WPC	Wp Carey INC	-0.2%	-19.71%	Trim
15	IEMG	Ishares Core Msci Emerging	-0.5%	+2.56%	Add
16	SCZ	Ishares Msci Eafe Small-cap	-0.5%	-19.69%	Trim
17	IVE	Ishares S&p 500 Value ETF	-0.6%	+0.47%	Add
18	IJR	Ishares Core S&p Small-cap E	-0.6%	-0.71%	Trim
19	IWD	Ishares Russell 1000 Value E	-0.6%	-1.95%	Trim
20	IEFA	Ishares Core Msci Eafe ETF	-0.9%	-3.38%	Trim
21	IJH	Ishares Core S&p Midcap ETF	-1.1%	-1.83%	Trim
22	IDV	Ishares International Select	-1.5%	+2.56%	Add
23	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	Sold out
24	IWB	Ishares Russell 1000 ETF	—	EXIT	Sold out