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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
20
0
3
1
0
0
20
1
1
INDEPENDENCE ADVISORS LLC

Time Period2018-12-31

Total Holdings88

Total Value ($x1000)300,742
Activities
New5

Increased21

Unchanged21

Decreased41

Sold Out10

Top 10 Stock Holdingstotal 72.25%
VTV11.83

IWF11.41

VUG11.11

EFA10.04

BIV8.3

 
SUB4.83

IVW4.51

IWD4.42

EFV2.95

MUB2.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
11.83%
VALUE ETF
IWF
11.41%
RUS 1000 GRW ETF
VUG
11.11%
GROWTH ETF
EFA
10.04%
MSCI EAFE ETF
BIV
8.3%
INTERMED TERM
SUB
4.83%
SHT NTLAMTFR ETF
IVW
4.51%
S&P 500 GRWT ETF
IWD
4.42%
RUS 1000 VAL ETF
EFV
2.95%
EAFE VALUE ETF
MUB
2.85%
NAT AMT FREE BD
VSS
2.42%
FTSE SMCAP ETF
VTEB
2.31%
TAX-EXEMPT BD
VEA
2.19%
FTSE DEV MKT ETF
VBR
1.8%
SM CP VAL ETF
VWO
1.54%
FTSE EMR MKT ETF
MCD
1.25%
COM
PPG
1.02%
COM
IVE
1.01%
S&P 500 VAL ETF
SHM
0.72%
NUVN BR SHT MUNI
AAPL
0.7%
COM
BMTC
0.68%
COM
IJS
0.66%
SP SMCP600VL ETF
VNQI
0.62%
GLB EX US ETF
PFE
0.59%
COM
VBK
0.54%
SML CP GRW ETF
IWM
0.49%
RUSSELL 2000 ETF
IWN
0.48%
RUS 2000 VAL ETF
EEM
0.42%
MSCI EMG MKT ETF
VNQ
0.38%
REIT ETF
WTR
0.36%
COM
MSFT
0.36%
COM
TFI
0.3%
NUVN BRCLY MUNI
VDE
0.3%
ENERGY ETF
SCZ
0.25%
EAFE SML CP ETF
CPB
0.24%
COM
JNJ
0.24%
COM
CL
0.24%
COM
AMGN
0.23%
COM
VV
0.23%
LARGE CAP ETF
GOOGL
0.22%
CAP STK CL A
GOOG
0.21%
CAP STK CL C
IJT
0.2%
SP SMCP600GR ETF
XOM
0.2%
COM
MRK
0.19%
COM
CSX
0.18%
COM
V
0.17%
COM CL A
MEAR
0.17%
SHR MAT MU ETF
CVX
0.16%
COM
ABBV
0.16%
COM
BRK.A
0.15%
CL A
DIS
0.15%
COM DISNEY
BA
0.14%
COM
MA
0.12%
CL A
KO
0.12%
COM
VTI
0.12%
TOTAL STK MKT
IVV
0.12%
CORE S&P500 ETF
HD
0.12%
COM
WMT
0.11%
COM
WSFS
0.11%
COM
ISRG
0.1%
COM NEW
WFC
0.1%
COM
CMCSA
0.1%
CL A
TFX
0.1%
COM
TRV
0.09%
COM
MO
0.09%
COM
AMZN
0.08%
COM
VRSN
0.08%
COM
UNH
0.08%
COM
IBM
0.08%
COM
NTRI
0.08%
COM
INTU
0.08%
COM
ORCL
0.08%
COM
SCHX
0.08%
US LRG CAP ETF
HON
0.07%
COM
BKNG
0.07%
COM
COST
0.07%
COM
VOT
0.07%
MCAP GR IDXVIP
MMM
0.07%
COM
VZ
0.07%
COM
PEP
0.07%
COM
INTC
0.07%
COM
ADP
0.07%
COM
RPM
0.07%
COM
AXDX
0.05%
COM
FRBK
0.04%
COM
PHYS
0.04%
UNIT
EVFM
0.01%
COM
GSAT
< 0.01%
COM
TJX
0.07%
COM
APD
0.07%
COM
TDY
0.06%
COM
IBMI
0.06%
IBONDS SEP2020
VT
0.06%
TT WRLD ST ETF
NKE
0.06%
CL B
KSU
0.06%
COM NEW
TXN
0.06%
COM
XLK
0.06%
TECHNOLOGY
CAT
0.06%
COM