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Home > Institutional Investor > Independence Wealth Advisors, Inc. > Profile

Instuitional Investor - Independence Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Independence Wealth Advisors, Inc.
Portfolio Value $44,596,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 172,421 $11,004,000 24.67%
2.
Ishares Trust
 IEF 34,337 $7,892,000 17.69%
3.
Ishares Trust
 IEF 30,386 $7,327,000 16.42%
4.
Ishares Trust
 IEF 44,494 $6,084,000 13.64%
5.
Ishares Core Msci Eafe - ETF
 79,270 $5,477,000 12.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)