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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.
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1
INDEPENDENCE WEALTH ADVISORS INC

Time Period2019-06-30

Total Holdings25

Total Value ($x1000)101,396
Activities
New4

Increased16

Unchanged3

Decreased2

Sold Out0

Top 10 Stock Holdingstotal 77.79%
IEFA10.41

IDV9.92

IEMG9.9

DGRO7.8

IWF7.31

 
IJH7.13

IVE6.97

IVW6.74

AGG6.02

IWD5.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
10.41%
CORE MSCI EAFE
IDV
9.92%
INTL SEL DIV ETF
IEMG
9.9%
CORE MSCI EMKT
DGRO
7.8%
CORE DIV GRWTH
IWF
7.31%
RUS 1000 GRW ETF
IJH
7.13%
CORE S&P MCP ETF
IVE
6.97%
S&P 500 VAL ETF
IVW
6.74%
S&P 500 GRWT ETF
AGG
6.02%
CORE TOTUSBD ETF
IWD
5.59%
RUS 1000 VAL ETF
MBB
4.12%
MBS ETF
ISTB
3.67%
CORE STRM USBD
IJR
3.44%
CORE S&P SCP ETF
MUB
2.48%
NAT AMT FREE BD
SCZ
1.88%
EAFE SML CP ETF
STIP
1.8%
0-5 YR TIPS ETF
SUB
1.53%
SHT NTLAMTFR ETF
SBUX
0.79%
COM
WPC
0.75%
COM
D
0.33%
COM
BRK.B
0.32%
CL B NEW
JNJ
0.31%
COM
EFG
0.29%
EAFE GRWTH ETF
ROK
0.24%
COM
IWB
0.22%
RUS 1000 ETF