0001732846-21-000001.txt : 20210216 0001732846-21-000001.hdr.sgml : 20210216 20210216091041 ACCESSION NUMBER: 0001732846-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21633168 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 false true 0001732846 XXXXXXXX 12-31-2020 12-31-2020 Independence Wealth Advisors, Inc.

6723 WHITTIER AVE SUITE 200 MCLEAN VA 22101

13F HOLDINGS REPORT 028-18693 N Kathleen Duffy 703-752-6000 Kathleen Duffy McLean VA 02-16-2021 0 14 44596 false INFORMATION TABLE 2 iwa2012310sec13F.xml 13F STARBUCKS CORP Stock 855244109 650 6075 SH SOLE 0 6075 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 7327 30386 SH SOLE 0 30386 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 2001 21774 SH SOLE 0 21773 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 348 1500 SH SOLE 0 1500 0 0 LEIDOS HOLDINGS INC COM Stock 525327102 244 2322 SH SOLE 0 2322 0 0 WP CAREY INC COM REIT 92936U109 509 7213 SH SOLE 0 7213 0 0 ISHARES CORE MSCI EAFE ETF 46432F842 5477 79270 SH SOLE 0 79270 0 0 ISHARES CORE MSCI EMERGING MKTS ETF 46434G103 1594 25700 SH SOLE 0 25700 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 963 7521 SH SOLE 0 7521 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 11004 172421 SH SOLE 0 172421 0 0 ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 297 2531 SH SOLE 0 2531 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 208 4634 SH SOLE 0 4634 0 0 ISHARES CORE S&P MID CAP ETF ETF 464287507 7892 34337 SH SOLE 0 34336 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 6084 44494 SH SOLE 0 44494 0 0