Independence Asset Advisors, LLC
- SEC CIK
- 0002010929
- Latest filing
- Jul 15, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 16, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 5
- 0 vs. Q1 2024
- Portfolio value
- $4.17M
- +$22.4K (+0.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,773 | $1.74M | 41.7% | +562+2.6% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,657 | $1.52M | 36.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,619 | $371.7K | 8.9% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,238 | $299.7K | 7.2% | 00.0% | Unchanged | – |
| Harbor ETF Trust41151J109 | ARES SYSTEMATIC | 5,389 | $243.1K | 5.8% | 00.0% | Unchanged | – |