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Independence Wealth Advisors, Inc.

Q2 2020 Holdings

Filed 2020-07-31 | 19 holdings | $41.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares S&P 500 Growth ETF(IVW)ETF464287309$9.1K43,94621.9%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$6.4K33,42215.4%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$6.3K35,28415.1%
Ishares Core Msci Eafe(IEFA)ETF46432F842$4.2K73,18110.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.0K35,7439.7%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$2.0K42,9044.9%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.5K21,9233.6%
Ishares International Select Dividend ETF(IDV)ETF464288448$1.4K56,2813.4%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$1.3K11,3143.1%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$1.1K29,8352.7%
Ishares MBS ETF(MBB)ETF464288588$7847,0791.9%
Ishares S&P 500 Value ETF(IVE)ETF464287408$7777,1821.9%
Pimco Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI)ETF72201R866$5439,7561.3%
WP Carey Inc COM(WPC)REIT92936U109$5137,5811.2%
Starbucks Corp(SBUX)Stock855244109$4996,7781.2%
Ishares Aggregate Bond ETF(AGG)ETF464287226$3182,6870.8%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2681,5000.6%
Ishares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$2494,6530.6%
Leidos Holdings Inc COM(LDOS)Stock525327102$2182,3220.5%