account_balance
Investment manager · 13F filer · SEC CIK 2010929
Independence Asset Advisors, LLC
Reported value$425Mas of Sep 30, 2026
Positions31 6 new, 0 sold out
Top 10 weight95.7%VTI alone is 31%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
31.3%Added +45%
CLOIVaneck ETF Trust
23.7%
SPHQInvesco Exchange Traded Fd T
19.5%
CLOBVaneck ETF Trust
11.1%
JBNDJ P Morgan Exchange Traded F
3.4%
JPIEJ P Morgan Exchange Traded F
2.2%
IWDiShares Tr
2.2%
FLRT0.8%
VNQ0.7%
VTIVanguard Index FDS
31.3%Added +45%
CLOIVaneck ETF Trust
23.7%
SPHQInvesco Exchange Traded Fd T
19.5%
CLOBVaneck ETF Trust
11.1%
JBND
JPIE
IWD2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 31.3% Added +45%
CLOI Vaneck ETF Trust 23.7% Held
SPHQ Invesco Exchange Traded Fd T 19.5% Held
CLOB Vaneck ETF Trust 11.1% Held
JBND J P Morgan Exchange Traded F 3.4% Held
JPIE J P Morgan Exchange Traded F 2.2% Held
IWD iShares Tr 2.2% Held
FLRT Pacer FDS Tr 0.8% Trimmed −4%
VNQ Vanguard Index FDS 0.7% Trimmed −4%
JAVA J P Morgan Exchange Traded F 0.7% Added +26%
VFMV Vanguard Wellington Fd 0.6% Held
JIRE J P Morgan Exchange Traded F 0.6% Added +13%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- LVDS $962K
- JAAA $601K
- JMEE $564K
- IDEQ $306K
arrow_upwardAdded
- VYMI +169%
- VGHY +57%
- VTI +45%
- JAVA +26%
arrow_downwardTrimmed
- JEPI −32%
- FLRT −4%
- VNQ −4%
remove_circleSold out
None
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.