Independence Asset Advisors, LLC
- SEC CIK
- 0002010929
- Latest filing
- Jul 15, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 7, 2024. Long positions only.
- Positions
- 5
- No filing for Q3 2023
- Portfolio value
- $3.95M
- No filing for Q3 2023
Independence Asset Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 19,011 | $1.55M | 39.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,657 | $1.52M | 38.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,617 | $355.0K | 9.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,233 | $286.9K | 7.3% | – | – | – |
| Harbor ETF Trust41151J109 | ARES SYSTEMATIC | 5,389 | $243.8K | 6.2% | – | – | – |