Independence Asset Advisors, LLC Top Holdings and 13F Report (2024) → Look Who Fired the World’s Richest Man (From Banyan Hill Publishing) (Ad) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $4.15 million in total holdings as of March 31, 2024.Independence Asset Advisors, LLC owns shares of 5 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.This quarter, Independence Asset Advisors, LLC has purchased 5 new stocks and bought additional shares in 3 stocks.Independence Asset Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $1,701,839Vanguard Short-Term Corporate Bond ETF $1,514,838Vanguard Mid-Cap Growth ETF $381,836Vanguard Mid-Cap ETF $309,329Harbor Scientific Alpha High-Yield ETF $243,667 Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 2,200 shares (about $176.51K)Vanguard Mid-Cap ETF 5 shares (about $1.25K)Vanguard Mid-Cap Growth ETF 2 shares (about $471.69) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Asset Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$1,701,839$176,514 ▲11.6%21,21141.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,514,8380.0%19,65736.5%ETFVOTVanguard Mid-Cap Growth ETF$381,836$472 ▲0.1%1,6199.2%ETFVOVanguard Mid-Cap ETF$309,329$1,249 ▲0.4%1,2387.5%ETFSIHYHarbor Scientific Alpha High-Yield ETF$243,6670.0%5,3895.9%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
