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 Asset Advisors, LLC (CIK 2010929) reported $276.6M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLOI ($98.2M, 35.50%), SPHQ ($73.9M, 26.70%), CLOB ($45.6M, 16.48%), VTI ($15.8M, 5.72%), JBND ($15.0M, 5.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | $98.2M | 35.50% | 1.9M | Added |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | $73.9M | 26.70% | 982,253 | New |
| 3 | CLOB | VANECK ETF TRUST | $45.6M | 16.48% | 911,773 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $15.8M | 5.72% | 49,278 | Added |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $15.0M | 5.43% | 279,390 | Trimmed |
| 6 | IWD | ISHARES TR | $8.0M | 2.88% | 37,250 | Hold |
| 7 | FLRT | PACER FDS TR | $3.2M | 1.16% | 69,539 | Trimmed |
| 8 | VNQ | VANGUARD INDEX FDS | $3.1M | 1.14% | 35,421 | Added |
| 9 | VFMV | VANGUARD WELLINGTON FD | $2.5M | 0.89% | 18,541 | Hold |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.76% | 27,678 | Added |
| 11 | JAVA | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.59% | 22,711 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.44% | 21,460 | Added |
| 13 | LSGR | NATIXIS ETF TRUST II | $1.0M | 0.37% | 26,250 | Hold |
| 14 | VOT | VANGUARD INDEX FDS | $856,057 | 0.31% | 3,326 | New |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $740,033 | 0.27% | 8,943 | Trimmed |
| 16 | JPRE | J P MORGAN EXCHANGE TRADED F | $698,299 | 0.25% | 14,527 | Added |
| 17 | VBK | VANGUARD INDEX FDS | $682,060 | 0.25% | 2,257 | New |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $463,425 | 0.17% | 4,918 | Added |
| 19 | JEPQ | J P MORGAN EXCHANGE TRADED F | $396,050 | 0.14% | 7,133 | Added |
| 20 | VWESX | VANGUARD FIXED INCOME SECS F | $374,357 | 0.14% | 5,031 | New |
| 21 | VGMS | VANGUARD MALVERN FDS | $337,643 | 0.12% | 6,629 | New |
| 22 | JPIE | J P MORGAN EXCHANGE TRADED F | $283,791 | 0.10% | 6,160 | New |
| 23 | SIHY | HARBOR ETF TRUST | $278,871 | 0.10% | 6,258 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $257,972 | 0.09% | 1,200 | New |
| 25 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31