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 464287804 3295 42709 SH SOLE 0 0 42709 ISHARES INC CORE US AGGBD ET 464287226 5710 52350 SH SOLE 0 0 52350 ISHARES INC EAFE SML CP ETF 464288273 1547 26925 SH SOLE 0 0 26925 ISHARES INC INTL SEL DIV ETF 464288448 9271 300428 SH SOLE 0 0 300428 ISHARES INC MBS ETF 464288588 3698 34767 SH SOLE 0 0 34767 ISHARES INC NATIONAL MUN ETF 464288414 2449 22029 SH SOLE 0 0 22029 ISHARES INC RUS 1000 ETF 464287622 220 1398 SH SOLE 0 0 1398 ISHARES INC RUS 1000 GRW ETF 464287614 6354 41978 SH SOLE 0 0 41978 ISHARES INC RUS 1000 VAL ETF 464287598 4990 40407 SH SOLE 0 0 40407 ISHARES INC S&P 500 GRWT ETF 464287309 6732 39056 SH SOLE 0 0 39056 ISHARES INC S&P 500 VAL ETF 464287408 6664 59114 SH SOLE 0 0 59114 ISHARES INC SHRT NAT MUN ETF 464288158 1496 14116 SH SOLE 0 0 14116 STARBUCKS CORP COM 855244109 715 9620 SH SOLE 0 0 9620 W P CAREY INC COM 92936U109 738 9421 SH SOLE 0 0 9421