Independence Wealth Advisors Inc.

Independence Wealth Advisors Inc. latest Q4_2020 13F filings reported $44,598,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 15.08%. This fund has 14 securities concentrations of 100% weights.

Independence Wealth Advisors Inc. largest holding is ISHARES TRUST S & P500/BAR with weight of 24.67% and $11,004,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR14$44,598,00015.08%
2020-11-132020-09-30Q3_202013F-HR13$38,755,000-6.76%
2020-07-312020-06-30Q2_202013F-HR19$41,565,000-50.04%
2020-05-132020-03-31Q1_202013F-HR22$83,192,000-19.20%
2020-01-172019-12-31Q4_201913F-HR24$102,955,0008.63%
2019-11-052019-09-30Q3_201913F-HR21$94,773,000-6.53%
2019-07-252019-06-30Q2_201913F-HR25$101,396,0009.37%
2019-05-012019-03-31Q1_201913F-HR21$92,708,00011.42%
2019-02-112018-12-31Q4_201813F-HR19$83,207,000-15.73%
2018-11-072018-09-30Q3_201813F-HR19$98,740,0002.58%
2018-07-262018-06-30Q2_201813F-HR20$96,257,000-11.03%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
ISHARES TRIVWINCR$11,0047.73%24.67%$63.82190.07%172,421
ISHARES TR S&P MIDCAP 400 INDEX FUNDIJHINCR$7,89220.38%17.70%$229.84-102.95%34,337
ISHARES TRIWFINCR$7,32710.35%16.43%$241.13-100.76%30,386
ISHARES TRIWDINCR$6,08419.88%13.64%$136.74-96.44%44,494
ISHARES TRIEGAINCR$5,47717.10%12.28%$69.09-97.85%79,270
ISHARES TRIJRINCR$2,00130.02%4.49%$91.90-100.68%21,774
ISHARES INCIEMGINCR$1,59417.55%3.57%$62.02-100.00%25,700
ISHARES TRIVEINCR$96313.83%2.16%$128.04-100.07%7,521
STARBUCKS CORPSBUXINCR$65015.25%1.46%$107.00-107.55%6,075
WP CAREY INCWPCINCR$5098.53%1.14%$70.57-100.00%7,213
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$3489.09%0.78%$232.00-100.00%1,500
ISHARES TRMUBINCR$2971.37%0.67%$117.34-100.00%2,531
LEIDOS HOLDINGS INCLDOSINCR$24417.87%0.55%$105.08-100.00%2,322
ISHARES TRDGROBUY$2080.00%0.47%$44.890.00%4,634