0001732846-19-000002.txt : 20190501
0001732846-19-000002.hdr.sgml : 20190501
20190501134351
ACCESSION NUMBER: 0001732846-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190501
DATE AS OF CHANGE: 20190501
EFFECTIVENESS DATE: 20190501
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Independence Wealth Advisors, Inc.
CENTRAL INDEX KEY: 0001732846
IRS NUMBER: 205917953
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1218
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18693
FILM NUMBER: 19786448
BUSINESS ADDRESS:
STREET 1: 6723 WHITTIER AVE
STREET 2: SUITE 200
CITY: MCLEAN
STATE: VA
ZIP: 22101
BUSINESS PHONE: 703-752-6003
MAIL ADDRESS:
STREET 1: 6723 WHITTIER AVE
STREET 2: SUITE 200
CITY: MCLEAN
STATE: VA
ZIP: 22101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001732846
XXXXXXXX
03-31-2019
03-31-2019
Independence Wealth Advisors, Inc.
6723 WHITTIER AVE
SUITE 200
MCLEAN
VA
22101
13F HOLDINGS REPORT
028-18693
N
Kathleen Duffy
President & CEO
703-752-6000
Kathleen Duffy
McLean
VA
05-01-2019
0
21
92707
false
INFORMATION TABLE
2
IWA-13F.32919_EDGAR.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
301
1500
SH
SOLE
0
0
1500
ISHARES INC
CORE MSCI EMKT
46434G103
9414
182053
SH
SOLE
0
0
182053
ISHARES TR
0-5 YR TIPS ETF
46429B747
1648
16534
SH
SOLE
0
0
16534
ISHARES INC
CORE 1 5 YR USD
46432F859
3441
69012
SH
SOLE
0
0
69012
ISHARES TR
CORE DIV GRWTH
46434V621
7706
209677
SH
SOLE
0
0
209677
ISHARES INC
CORE MSCI EAFE
46432F842
9687
159401
SH
SOLE
0
0
159401
ISHARES TR
CORE S&P MCP ETF
464287507
6632
35014
SH
SOLE
0
0
35014
ISHARES INC
CORE S&P SCP ETF
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3295
42709
SH
SOLE
0
0
42709
ISHARES INC
CORE US AGGBD ET
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5710
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52350
ISHARES INC
EAFE SML CP ETF
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ISHARES INC
INTL SEL DIV ETF
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ISHARES INC
MBS ETF
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NATIONAL MUN ETF
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RUS 1000 ETF
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STARBUCKS CORP
COM
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W P CAREY INC
COM
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