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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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INDEPENDENCE WEALTH ADVISORS INC

Time Period2018-12-31

Total Holdings19

Total Value ($x1000)83,207
Activities
New0

Increased10

Unchanged2

Decreased7

Sold Out0

Top 10 Stock Holdingstotal 77.24%
IVE9.74

IJH9.16

IEFA8.95

IDV8.06

IEMG7.47

 
MBB7.44

AGG7.24

IVW7.03

IWF6.66

IWD5.49

-- hover over a symbol below for details --
SEC 13F
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IVE
9.74%
S&P 500 VAL ETF
IJH
9.16%
CORE S&P MCP ETF
IEFA
8.95%
CORE MSCI EAFE
IDV
8.06%
INTL SEL DIV ETF
IEMG
7.47%
CORE MSCI EMKT
MBB
7.44%
MBS ETF
AGG
7.24%
CORE TOTUSBD ETF
IVW
7.03%
S&P 500 GRWT ETF
IWF
6.66%
RUS 1000 GRW ETF
IWD
5.49%
RUS 1000 VAL ETF
IJR
5.27%
CORE S&P SCP ETF
ISTB
4.88%
CORE STRM USBD
MUB
3.27%
NAT AMT FREE BD
SCZ
3.23%
EAFE SML CP ETF
SUB
2.25%
SHT NTLAMTFR ETF
STIP
1.97%
0-5 YR TIPS ETF
SBUX
0.75%
COM
WPC
0.74%
COM
BRK.B
0.41%
CL B NEW