Independence Asset Advisors, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$30.8B
Holdings
13
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLOIVANECK ETF TRUST | 169,808 | $9.0B | 29.07% | |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 57,914 | $4.7B | 15.29% | |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 55,168 | $4.3B | 14.07% | |
| 4 | FLRTPACER FDS TR | 78,020 | $3.7B | 11.91% | |
| 5 | VNQVANGUARD INDEX FDS | 31,541 | $2.9B | 9.26% | |
| 6 | VFMVVANGUARD WELLINGTON FD | 20,815 | $2.6B | 8.55% | |
| 7 | USMVISHARES TR | 10,287 | $963.5M | 3.12% | |
| 8 | LSGRNATIXIS ETF TRUST II | 24,292 | $843.2M | 2.73% | |
| 9 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,568 | $545.1M | 1.77% | |
| 10 | JPREJ P MORGAN EXCHANGE TRADED F | 8,038 | $387.5M | 1.26% | |
| 11 | CLOBVANECK ETF TRUST | 7,500 | $379.6M | 1.23% | |
| 12 | JAVAJ P MORGAN EXCHANGE TRADED F | 4,699 | $298.6M | 0.97% | |
| 13 | SIHYHARBOR ETF TRUST | 5,389 | $239.5M | 0.78% |