Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independence Advisors, LLC (CIK 1679118) reported $465.9M across 170 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: VTV ($57.3M, 12.30%), IWF ($56.1M, 12.03%), VUG ($54.9M, 11.79%), EFA ($53.5M, 11.48%), IVW ($34.2M, 7.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $57.3M | 12.30% | 548,263 | Added |
| 2 | IWF | ISHARES TR | $56.1M | 12.03% | 258,527 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $54.9M | 11.79% | 241,418 | Trimmed |
| 4 | EFA | ISHARES TR | $53.5M | 11.48% | 840,660 | Added |
| 5 | IVW | ISHARES TR | $34.2M | 7.33% | 147,850 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $28.3M | 6.08% | 303,165 | Added |
| 7 | IVE | ISHARES TR | $15.1M | 3.25% | 134,559 | Trimmed |
| 8 | IWD | ISHARES TR | $14.7M | 3.14% | 124,033 | Trimmed |
| 9 | EFV | ISHARES TR | $13.6M | 2.91% | 336,310 | Trimmed |
| 10 | SUB | ISHARES TR | $11.1M | 2.39% | 103,005 | Trimmed |
| 11 | MUB | ISHARES TR | $7.8M | 1.68% | 67,685 | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED INTL FD | $7.0M | 1.51% | 172,171 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $6.8M | 1.45% | 21,988 | Trimmed |
| 14 | AAPL | APPLE INC | $6.4M | 1.38% | 55,445 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $6.2M | 1.33% | 113,507 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $6.1M | 1.30% | 54,867 | Trimmed |
| 17 | IJS | ISHARES TR | $5.8M | 1.25% | 47,444 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $5.7M | 1.21% | 130,833 | Trimmed |
| 19 | SCZ | ISHARES TR | $5.4M | 1.15% | 90,989 | Trimmed |
| 20 | VBK | VANGUARD INDEX FDS | $4.9M | 1.06% | 23,002 | Trimmed |
| 21 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 0.99% | 43,964 | Trimmed |
| 22 | MCD | MCDONALDS CORP | $4.5M | 0.97% | 20,649 | Added |
| 23 | PPG | PPG INDS INC | $3.7M | 0.79% | 30,191 | Hold |
| 24 | IWN | ISHARES TR | $3.2M | 0.68% | 32,066 | Added |
| 25 | EEM | ISHARES TR | $2.8M | 0.59% | 62,850 | Trimmed |
Source: SEC Form 13F filings · as of 2020-09-30