0001376474-24-000084.txt : 20240207
0001376474-24-000084.hdr.sgml : 20240207
20240207122619
ACCESSION NUMBER: 0001376474-24-000084
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240207
DATE AS OF CHANGE: 20240207
EFFECTIVENESS DATE: 20240207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Independence Asset Advisors, LLC
CENTRAL INDEX KEY: 0002010929
ORGANIZATION NAME:
IRS NUMBER: 271716796
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23624
FILM NUMBER: 24603223
BUSINESS ADDRESS:
STREET 1: 308 E. LANCASTER AVENUE, SUITE 305
CITY: WYNNEWOOD,
STATE: PA
ZIP: 19096
BUSINESS PHONE: 484-433-0848
MAIL ADDRESS:
STREET 1: 308 E. LANCASTER AVENUE, SUITE 305
CITY: WYNNEWOOD,
STATE: PA
ZIP: 19096
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002010929
XXXXXXXX
12-31-2023
12-31-2023
Independence Asset Advisors, LLC
308 E. LANCASTER AVENUE, SUITE 305
WYNNEWOOD,
PA
19096
13F COMBINATION REPORT
028-23624
028-11563
Coho Partners
028-02634
Aristotle Capital Management, LLC
028-04930
Fiera Capital, Inc.
028-14036
Fiera Capital Corp
028-00398
Loomis Sayles & Co., LP
028-04632
Martingale Asset Management LP
028-07312
Security Capital Research & Management Inc.
028-12274
RGM Capital LLC
N
Kyle Bubeck
Chief Compliance Officer
913-239-0100
/s/ Kyle Bubeck
Leawood
KS
02-06-2024
0
5
3951776
false
INFORMATION TABLE
2
informationtable.xml
INFORMATION TABLE
HARBOR ETF TRUST
SCIENTIFIC HIGH
41151J109
243808
5389
SH
SOLE
0
0
5389
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
354952
1617
SH
SOLE
0
0
1617
VANGUARD INDEX FDS
MID CAP ETF
922908629
286879
1233
SH
SOLE
0
0
1233
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1545247
19011
SH
SOLE
0
0
19011
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1520890
19657
SH
SOLE
0
0
19657