Instuitional Investor - Independence Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Independence Wealth Advisors, Llc
Portfolio Value $199,322,798
Filing Period:
No. Security Ticker Shares Value % Port
1. XLE 134,615 $25,640,063 12.86%
2. PAGP 973,762 $25,261,985 12.67%
3.
Spdr Series Trust - ST SHO TREAS ETF
405,465 $11,762,550 5.9%
4. XLE 198,303 $10,630,732 5.33%
5. KRE 113,481 $9,972,651 5%