Independence Wealth Advisors, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (13 quarters reported)

$109M $38.8M

Q4 17 Q3 18 Q2 19 Q1 20 Q4 20

$109M in Q4 2017 → $44.6M now. Hover for any quarter.

Holdings

As reported for the quarter ended December 31, 2020. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
IS Ishares S&P 500 Growth ETF	24.7%	Added 290%	172,421	$11M
IC Ishares Core S&P Mid Cap ETF	17.7%	Trimmed 2.9%	34,337	$7.89M
IR Ishares Russell 1000 Growth ETF	16.4%	Trimmed 0.8%	30,386	$7.33M
IR Ishares Russell 1000 Value ETF	13.6%	Added 3.6%	44,494	$6.08M
IC Ishares Core Msci Eafe	12.3%	Added 2.1%	79,270	$5.48M
IS Ishares S&P Smallcap 600 ETF	4.5%	Trimmed 0.7%	21,774	$2M
IC Ishares Core Msci Emerging Mkts	3.6%	Unchanged	25,700	$1.59M
IS Ishares S&P 500 Value ETF	2.2%	Trimmed 0.1%	7,521	$963K
Starbucks Corp	1.5%	Trimmed 7.5%	6,075	$650K
WC Wp Carey Inc Com	1.1%	Unchanged	7,213	$509K
BH Berkshire Hathaway Inc Del Cl B New	0.8%	Unchanged	1,500	$348K
IA Ishares Amt-free Muni Bond ETF	0.7%	Unchanged	2,531	$297K
LH Leidos Holdings Inc Com	0.5%	Unchanged	2,322	$244K
IC Ishares Core Dividend Growth ETF	0.5%	New	4,634	$208K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended December 31, 2020 · filed February 16, 2021

Company	Action	Shares changed	Value of change	% of portfolio
IS Ishares S&P 500 Growth ETF	Added	+128,218	+$8.18M	24.7%
IC Ishares Core S&P Mid Cap ETF	Trimmed	−1,043	−$240K	17.7%
IR Ishares Russell 1000 Value ETF	Added	+1,531	+$209K	13.6%
IC Ishares Core Dividend Growth ETF	New	+4,634	+$208K	0.5%
IC Ishares Core Msci Eafe	Added	+1,667	+$115K	12.3%
IR Ishares Russell 1000 Growth ETF	Trimmed	−232	−$55.9K	16.4%
Starbucks Corp	Trimmed	−496	−$53.1K	1.5%
IS Ishares S&P Smallcap 600 ETF	Trimmed	−149	−$13.7K	4.5%
IS Ishares S&P 500 Value ETF	Trimmed	−5	−$640	2.2%

quarter ended September 30, 2020 · filed November 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
II Ishares International Select Dividend ETF	Exited	−56,281	−$1.41M	—
IC Ishares Core Dividend Growth ETF	Exited	−29,835	−$1.12M	—
IA Ishares Amt-free Muni Bond ETF	Trimmed	−8,783	−$1.02M	0.8%
IC Ishares Core Msci Emerging Mkts	Trimmed	−17,204	−$908K	3.5%
IR Ishares Russell 1000 Value ETF	Added	+7,220	+$853K	13.1%
IM Ishares Mbs ETF	Exited	−7,079	−$784K	—
IR Ishares Russell 1000 Growth ETF	Trimmed	−2,804	−$608K	17.1%
PI Pimco Intermediate Municipal Bond Active Exchange-traded Fund	Exited	−9,756	−$543K	—
IA Ishares Aggregate Bond ETF	Exited	−2,687	−$318K	—
IC Ishares Core Msci Eafe	Added	+4,422	+$267K	12.1%

Showing the 10 largest of 16 changes.

quarter ended June 30, 2020 · filed July 31, 2020

Company	Action	Shares changed	Value of change	% of portfolio
IA Ishares Aggregate Bond ETF	Trimmed	−69,470	−$8.22M	0.8%
IC Ishares Core Msci Emerging Mkts	Trimmed	−159,733	−$7.6M	4.9%
IC Ishares Core Dividend Growth ETF	Trimmed	−184,147	−$6.93M	2.7%
II Ishares International Select Dividend ETF	Trimmed	−270,835	−$6.8M	3.4%
IS Ishares S&P 500 Value ETF	Trimmed	−48,298	−$5.23M	1.9%
IC Ishares Core Msci Eafe	Trimmed	−89,540	−$5.12M	10.1%
IM Ishares Mbs ETF	Trimmed	−36,543	−$4.05M	1.9%
IT Ishares Tr	Exited	−34,004	−$3.9M	—
IA Ishares Amt-free Muni Bond ETF	Trimmed	−17,732	−$2.05M	3.1%
IS Ishares S&P 500 Growth ETF	Added	+8,286	+$1.72M	21.9%

Showing the 10 largest of 20 changes.

quarter ended March 31, 2020 · filed May 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+3,457	+$399K	10.0%
IT Ishares Tr	Added	+3,147	+$356K	3.9%
IT Ishares Tr	Exited	−3,675	−$318K	—
IT Ishares Tr	Trimmed	−5,698	−$284K	9.8%
IT Ishares Tr	Trimmed	−1,700	−$256K	6.3%
IT Ishares Tr	Trimmed	−5,194	−$233K	1.1%
IT Ishares Tr	Exited	−1,168	−$208K	—
I Ishares Inc	Added	+5,064	+$205K	9.9%
PE Pimco ETF Tr	Added	+3,575	+$195K	1.9%
IT Ishares Tr	Added	+8,179	+$185K	8.9%

Showing the 10 largest of 21 changes.

quarter ended December 31, 2019 · filed January 17, 2020

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+16,208	+$1.82M	7.5%
IT Ishares Tr	Trimmed	−13,502	−$1.36M	0.5%
IT Ishares Tr	Added	+5,564	+$601K	4.4%
IT Ishares Tr	Added	+7,960	+$519K	10.7%
IT Ishares Tr	Trimmed	−3,193	−$415K	7.0%
IT Ishares Tr	New	+3,675	+$318K	0.3%
IT Ishares Tr	Added	+2,285	+$257K	3.6%
LH Leidos Hldgs Inc	New	+2,322	+$227K	0.2%
IT Ishares Tr	Added	+1,980	+$226K	2.9%
I Ishares Inc	Added	+4,118	+$221K	10.3%

Showing the 10 largest of 22 changes.

quarter ended September 30, 2019 · filed November 05, 2019

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Exited	−73,891	−$3.73M	—
IT Ishares Tr	New	+30,418	+$3.44M	3.6%
IT Ishares Tr	Trimmed	−9,426	−$1.5M	6.3%
PE Pimco ETF Tr	New	+23,636	+$1.31M	1.4%
IT Ishares Tr	Trimmed	−11,969	−$1.27M	0.3%
IT Ishares Tr	Trimmed	−5,790	−$743K	5.2%
IT Ishares Tr	Trimmed	−11,399	−$696K	10.3%
IT Ishares Tr	Trimmed	−3,059	−$591K	7.0%
IT Ishares Tr	Trimmed	−9,357	−$535K	1.4%
Dominion Energy Inc	Exited	−4,356	−$337K	—

Showing the 10 largest of 25 changes.

quarter ended June 30, 2019 · filed July 25, 2019

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+27,126	+$833K	9.9%
IT Ishares Tr	Added	+5,120	+$806K	7.3%
IT Ishares Tr	Added	+12,457	+$765K	10.4%
I Ishares Inc	Added	+13,172	+$678K	9.9%
IT Ishares Tr	Added	+4,142	+$527K	5.6%
IT Ishares Tr	Added	+4,100	+$441K	4.1%
IT Ishares Tr	Added	+2,220	+$431K	7.1%
IT Ishares Tr	Added	+6,375	+$366K	1.9%
Dominion Energy Inc	New	+4,356	+$337K	0.3%
Johnson &JOHNSON	New	+2,280	+$318K	0.3%

Showing the 10 largest of 22 changes.

quarter ended March 31, 2019 · filed May 01, 2019

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	New	+209,677	+$7.71M	8.3%
I Ishares Inc	Added	+50,276	+$2.6M	10.2%
I Ishares Inc	Trimmed	−24,382	−$2.59M	4.0%
I Ishares Inc	Trimmed	−20,984	−$2.37M	7.2%
I Ishares Inc	Added	+66,916	+$2.06M	10.0%
IT Ishares Tr	Trimmed	−10,901	−$2.06M	7.2%
I Ishares Inc	Trimmed	−20,600	−$1.59M	3.6%
I Ishares Inc	Added	+23,993	+$1.46M	10.4%
I Ishares Inc	Trimmed	−24,931	−$1.43M	1.7%
I Ishares Inc	Trimmed	−13,699	−$683K	3.7%

Showing the 10 largest of 20 changes.

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