Independence Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2020
Location
Mclean, VA
CIK
0001732846
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2020 14 44,598 IVW, IJH, IWF, IWD 13F-HR 2/16/2021 000173284621000001
Q3 2020 13 38,755 IVW, IWF, IJH, IWD 13F-HR 11/13/2020 000173284620000005
Q2 2020 19 41,565 IVW, IWF, IJH, IEFA 13F-HR 7/31/2020 000173284620000004
Q1 2020 22 83,192 AGG, IEMG, IEFA, IDV 13F-HR 5/13/2020 000173284620000003
Q4 2019 24 102,955 IEFA, IDV, IEMG, DGRO 13F-HR 1/17/2020 000173284620000001
Q3 2019 21 94,773 IEFA, IDV, IEMG, DGRO 13F-HR 11/5/2019 000173284619000004
Q2 2019 25 101,396 IEFA, IDV, IEMG, DGRO 13F-HR 7/25/2019 000173284619000003
Q1 2019 21 92,708 IEFA, IEMG, IDV, DGRO 13F-HR 5/1/2019 000173284619000002
Q4 2018 19 83,207 IVE, IJH, IEFA, IDV 13F-HR 2/11/2019 000173284619000001
Q3 2018 19 98,740 IEFA, IDV, IVE, IJH 13F-HR 11/7/2018 000173284618000005
Q2 2018 20 96,257 IDV, IEFA, IJH, IVE 13F-HR 7/26/2018 000173284618000003
Q1 2018 26 108,195 IEFA, IDV, IJH, IVE 13F-HR 5/7/2018 000173284618000002
Q4 2017 26 109,336 IEFA, IDV, IJH, IVE 13F-HR 3/15/2018 000173284618000001