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