0001732846-19-000004.txt : 20191105
0001732846-19-000004.hdr.sgml : 20191105
20191105161553
ACCESSION NUMBER: 0001732846-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191105
DATE AS OF CHANGE: 20191105
EFFECTIVENESS DATE: 20191105
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: 191193480
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
09-30-2019
09-30-2019
Independence Wealth Advisors, Inc.
6723 WHITTIER AVE
SUITE 200
MCLEAN
VA
22101
13F HOLDINGS REPORT
028-18693
N
Kathleen Duffy
President
703-752-6000
Kathleen Duffy
McLean
VA
11-05-2019
0
21
94733
false
INFORMATION TABLE
2
IWA-13F.93019_EDGAR.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
312
1500
SH
SOLE
0
0
1500
ISHARES INC
CORE MSCI EMKT
46434G103
9483
193455
SH
SOLE
0
0
193455
ISHARES TR
CORE US AGGBD ET
464287226
5941
52492
SH
SOLE
0
0
52492
ISHARES TR
S&P 500 GRWT ETF
464287309
6621
36778
SH
SOLE
0
0
36778
ISHARES TR
S&P 500 VAL ETF
464287408
6960
58415
SH
SOLE
0
0
58415
ISHARES TR
CORE MSCI EAFE
46432F842
9799
160459
SH
SOLE
0
0
160459
ISHARES TR
MBS ETF
464288588
3987
36816
SH
SOLE
0
0
36816
ISHARES TR
INTL SEL DIV ETF
464288448
9755
317330
SH
SOLE
0
0
317330
ISHARES TR
CORE S&P SCP ETF
464287804
3314
42571
SH
SOLE
0
0
42571
ISHARES TR
CORE DIV GRWTH
46434V621
8353
213406
SH
SOLE
0
0
213406
ISHARES TR
CORE S&P MCP ETF
464287507
6604
34175
SH
SOLE
0
0
34175
ISHARES TR
NATIONAL MUN ETF
464288414
2729
23919
SH
SOLE
0
0
23919
ISHARES TR
SHRT NAT MUN ETF
464288158
271
2547
SH
SOLE
0
0
2547
ISHARES TR
0-5 YR TIPS ETF
46429B747
1843
18400
SH
SOLE
0
0
18400
ISHARES TR
EAFE SML CP ETF
464288273
1370
23943
SH
SOLE
0
0
23943
ISHARES TR
RUS 1000 GRW ETF
464287614
6014
37672
SH
SOLE
0
0
37672
ISHARES TR
RUS 1000 VAL ETF
464287598
4971
38759
SH
SOLE
0
0
38759
ISHARES TR
INTRM GOV CR ETF
464288612
3444
30418
SH
SOLE
0
0
30418
PIMCO ETF TR
INTER MUN BD ACT
72201R866
1307
23636
SH
SOLE
0
0
23636
STARBUCKS CORP
COM
855244109
851
9620
SH
SOLE
0
0
9620
W P CAREY INC
COM
92936U109
844
9430
SH
SOLE
0
0
9430