Independence Asset Advisors, LLC
- SEC CIK
- 0002010929
- Latest filing
- Jul 15, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 16, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 5
- 0 vs. Q4 2023
- Portfolio value
- $4.15M
- +$199.7K (+5.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,211 | $1.70M | 41.0% | +2,200+11.6% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,657 | $1.51M | 36.5% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,619 | $381.8K | 9.2% | +2+0.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,238 | $309.3K | 7.5% | +5+0.4% | Added | – |
| Harbor ETF Trust41151J109 | ARES SYSTEMATIC | 5,389 | $243.7K | 5.9% | 00.0% | Unchanged | – |