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

Name: Independence Wealth Advisors, Inc. — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001732846

申报总市值

US$4459.8万

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AGG	Ishares Core U.s. Aggregate	ETF-其他	10.01%	—	+5.03%
2	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	9.86%	+0.07%	+2.56%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	9.76%	+0.21%	-3.38%
4	IDV	Ishares International Select	ETF-其他	8.89%	—	+2.56%
5	DGRO	Ishares Core Dividend Growth	ETF-其他	8.38%	+0.47%	NEW
6	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	7.07%	-1.69%	-0.64%
7	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	6.42%	-0.02%	+0.47%
8	IWF	Ishares Russell 1000 Growth	ETF-其他	6.33%	-0.70%	-4.63%
9	IJH	Ishares Core S&p Midcap ETF	ETF-其他	5.94%	+0.78%	-1.83%
10	MBB	Ishares Mbs ETF	ETF-其他	5.79%	—	+2.93%
11	GVI	Ishares Intermediate Governm	ETF-其他	4.69%	—	+3.98%
12	IWD	Ishares Russell 1000 Value E	ETF-其他	4.51%	+0.54%	-1.95%
13	MUB	Ishares National Muni Bond E	ETF-其他	3.95%	-0.09%	+12.15%
14	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.71%	+0.52%	-0.71%
15	MUNI	Pimco Intermediate Municipal	ETF-其他	1.92%	—	+13.94%
16	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	1.14%	—	-19.69%
17	SBUX	Starbucks CORP	股票-周期性消费	0.69%	—	-9.01%
18	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.57%	—	-2.86%
19	WPC	Wp Carey INC	股票-房地产	0.53%	-0.07%	-19.71%
20	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.33%	-0.04%	—
21	LDOS	Leidos Holdings INC	股票-科技	0.26%	+0.02%	—
22	SUB	Ishares Short-term National	ETF-其他	0.26%	—	—

Independence Wealth Advisors, Inc. 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	AGG	Ishares Core U.s. Aggregate	+2.5%	+5.03%	加仓
2	MBB	Ishares Mbs ETF	+1.3%	+2.93%	加仓
3	GVI	Ishares Intermediate Governm	+1.1%	+3.98%	加仓
4	MUB	Ishares National Muni Bond E	+1.1%	+12.15%	加仓
5	MUNI	Pimco Intermediate Municipal	+0.5%	+13.94%	加仓
6	IVW	Ishares S&p 500 Growth ETF	+0.3%	-0.64%	减仓
7	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	-2.86%	减仓
8	IWF	Ishares Russell 1000 Growth	+0.1%	-4.63%	减仓
9	SUB	Ishares Short-term National	+0.1%	—	不变
10	LDOS	Leidos Holdings INC	0%	—	不变
11	BRK-B	Berkshire Hathaway Inc-cl B	—	—	不变
12	SBUX	Starbucks CORP	-0.1%	-9.01%	减仓
13	DGRO	Ishares Core Dividend Growth	-0.2%	+2.39%	加仓
14	WPC	Wp Carey INC	-0.2%	-19.71%	减仓
15	IEMG	Ishares Core Msci Emerging	-0.5%	+2.56%	加仓
16	SCZ	Ishares Msci Eafe Small-cap	-0.5%	-19.69%	减仓
17	IVE	Ishares S&p 500 Value ETF	-0.6%	+0.47%	加仓
18	IJR	Ishares Core S&p Small-cap E	-0.6%	-0.71%	减仓
19	IWD	Ishares Russell 1000 Value E	-0.6%	-1.95%	减仓
20	IEFA	Ishares Core Msci Eafe ETF	-0.9%	-3.38%	减仓
21	IJH	Ishares Core S&p Midcap ETF	-1.1%	-1.83%	减仓
22	IDV	Ishares International Select	-1.5%	+2.56%	加仓
23	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	清仓
24	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓