0001376474-24-000315.txt : 20240716 0001376474-24-000315.hdr.sgml : 20240716 20240715193108 ACCESSION NUMBER: 0001376474-24-000315 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240716 DATE AS OF CHANGE: 20240715 EFFECTIVENESS DATE: 20240716 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: 241118349 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 06-30-2024 06-30-2024 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 913-239-0100 /s/ Kyle Bubeck Leawood KS 07-15-2024 0 5 4173902 false INFORMATION TABLE 2 informationtable.xml INFORMATION TABLE HARBOR ETF TRUST SCIENTIFIC HIGH 41151J109 243130 5389 SH SOLE 0 0 5389 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 371747 1619 SH SOLE 0 0 1619 VANGUARD INDEX FDS MID CAP ETF 922908629 299722 1238 SH SOLE 0 0 1238 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1740280 21773 SH SOLE 0 0 21773 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1519023 19657 SH SOLE 0 0 19657