0001732846-18-000003.txt : 20180726 0001732846-18-000003.hdr.sgml : 20180726 20180725181129 ACCESSION NUMBER: 0001732846-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180726 DATE AS OF CHANGE: 20180725 EFFECTIVENESS DATE: 20180726 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: 18969569 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 false 0001732846 XXXXXXXX 06-30-2018 06-30-2018 Independence Wealth Advisors, Inc.
6723 WHITTIER AVE SUITE 200 MCLEAN VA 22101
13F HOLDINGS REPORT 028-18693 N
Kathy Duffy Chief Compliance Officer 703-756-6003 Kathy Duffy McLean VA 07-25-2018 0 20 96257 false
INFORMATION TABLE 2 iwa2q18.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307 1650 SH SOLE 0 0 1650 HUNTINGTON BANCSHARES INC COM 446150104 159 10774 SH SOLE 0 0 10774 ISHARES INC CORE MSCI EMKT 46434G103 7398 140897 SH SOLE 0 0 140897 ISHARES TR 0-5 YR TIPS ETF 46429B747 1219 12233 SH SOLE 0 0 12233 ISHARES INC CORE 1 5 YR USD 46432F859 3830 78036 SH SOLE 0 0 78036 ISHARES INC CORE MSCI EAFE 46432F842 10012 157993 SH SOLE 0 0 157993 ISHARES INC CORE S&P MCP ETF 464287507 9134 46894 SH SOLE 0 0 46894 ISHARES INC CORE S&P SCP ETF 464287804 5523 66184 SH SOLE 0 0 66184 ISHARES INC CORE US AGGBD ET 464287226 5681 53435 SH SOLE 0 0 53435 ISHARES INC EAFE SML CP ETF 464288273 4481 71434 SH SOLE 0 0 71434 ISHARES INC INTL SEL DIV ETF 464288448 10383 323973 SH SOLE 0 0 323973 ISHARES INC MBS ETF 464288588 5965 57258 SH SOLE 0 0 57258 ISHARES INC NATIONAL MUN ETF 464288414 2631 24131 SH SOLE 0 0 24131 ISHARES INC RUS 1000 GRW ETF 464287614 5982 41605 SH SOLE 0 0 41605 ISHARES INC RUS 1000 VAL ETF 464287598 5030 41444 SH SOLE 0 0 41444 ISHARES INC S&P 500 GRWT ETF 464287309 6766 41613 SH SOLE 0 0 41613 ISHARES INC S&P 500 VAL ETF 464287408 8908 80894 SH SOLE 0 0 80894 ISHARES INC SHRT NAT MUN ETF 464288158 1796 17102 SH SOLE 0 0 17102 STARBUCKS CORP COM 855244109 469 9620 SH SOLE 0 0 9620 W P CAREY INC COM 92936U109 583 8790 SH SOLE 0 0 8790