The Analysis of Independence Asset Advisors, LLC's Holdings
Currently, Independence Asset Advisors, LLC holds 18 types of securities in its portfolio with a total value $181.4M. In the most recent quarter, they have increased their positions in JBND (+279.5K shares, valued at $15.2M), CLOI (+17.2K shares, valued at $908.6K), CLOB (+13.5K shares, valued at $684.4K); decreased their positions in IWD (-306.3K shares, valued at $64.4M), VNQ (-6.4K shares, valued at $565.2K), VFMV (-2.5K shares, valued at $321.0K); initiated new positions in JBND (+279.5K shares, valued at $15.2M), JIRE (+6.2K shares, valued at $465.3K), VYMI (+3.3K shares, valued at $292.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLOI VANECK ETF TRUST1.6M shares1.09%2025-12-312026-02-02
CLOB VANECK ETF TRUST895.5K shares1.53%2025-12-312026-02-02 JBND J P MORGAN EXCHANGE TRADED F279.5K sharesnew addition2025-12-312026-02-02 VTI VANGUARD INDEX FDS45.0K shares0.56%2025-12-312026-02-02 IWD ISHARES TR37.3K shares-89.16%2025-12-312026-02-02 FLRT PACER FDS TR70.1K shares0.00%2025-12-312026-02-02 VFMV VANGUARD WELLINGTON FD18.5K shares-11.72%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS21.3K shares-23.07%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS15.0K shares-16.42%2025-12-312026-02-02 LSGR NATIXIS ETF TRUST II26.3K shares-14.05%2025-12-312026-02-02 JEPI J P MORGAN EXCHANGE TRADED F16.8K shares35.26%2025-12-312026-02-02 JAVA J P MORGAN EXCHANGE TRADED F9.9K shares79.11%2025-12-312026-02-02 JPRE J P MORGAN EXCHANGE TRADED F14.5K shares23.43%2025-12-312026-02-02 JIRE J P MORGAN EXCHANGE TRADED F6.2K sharesnew addition2025-12-312026-02-02 JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares2.29%2025-12-312026-02-02 VYMI VANGUARD WHITEHALL FDS3.3K sharesnew addition2025-12-312026-02-02 SIHY HARBOR ETF TRUST5.4K shares0.00%2025-12-312026-02-02 AAPL APPLE INC771 sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available