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
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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
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3830
78036
SH
SOLE
0
0
78036
ISHARES INC
CORE MSCI EAFE
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SH
SOLE
0
0
157993
ISHARES INC
CORE S&P MCP ETF
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0
0
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ISHARES INC
CORE S&P SCP ETF
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0
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ISHARES INC
CORE US AGGBD ET
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SOLE
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ISHARES INC
EAFE SML CP ETF
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ISHARES INC
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ISHARES INC
MBS ETF
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ISHARES INC
NATIONAL MUN ETF
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STARBUCKS CORP
COM
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W P CAREY INC
COM
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