0001732846-19-000003.txt : 20190725
0001732846-19-000003.hdr.sgml : 20190725
20190725105001
ACCESSION NUMBER: 0001732846-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190725
DATE AS OF CHANGE: 20190725
EFFECTIVENESS DATE: 20190725
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: 19973053
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
true
false
0001732846
XXXXXXXX
06-30-2019
06-30-2019
Independence Wealth Advisors, Inc.
6723 WHITTIER AVE
SUITE 200
MCLEAN
VA
22101
13F HOLDINGS REPORT
028-18693
N
Kathleen Duffy
Kathleen Duffy
President
Kathleen Duffy
McLean
VA
07-25-2019
0
25
101396
false
INFORMATION TABLE
2
IWA-13F.63019_EDGAR.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
320
1500
SH
SOLE
0
0
1500
DOMINION ENERGY INC
COM
25746U109
337
4356
SH
SOLE
0
0
4356
ISHARES INC
CORE MSCI EMKT
46434G103
10042
195225
SH
SOLE
0
0
195225
ISHARES TR
CORE US AGGBD ET
464287226
6109
54863
SH
SOLE
0
0
54863
ISHARES TR
S&P 500 GRWT ETF
464287309
6839
38157
SH
SOLE
0
0
38157
ISHARES TR
S&P 500 VAL ETF
464287408
7069
60645
SH
SOLE
0
0
60645
ISHARES TR
CORE 1 5 YR USD
46432F859
3726
73891
SH
SOLE
0
0
73891
ISHARES TR
CORE MSCI EAFE
46432F842
10552
171858
SH
SOLE
0
0
171858
ISHARES TR
MBS ETF
464288588
4182
38867
SH
SOLE
0
0
38867
ISHARES TR
INTL SEL DIV ETF
464288448
10062
327554
SH
SOLE
0
0
327554
ISHARES TR
CORE S&P SCP ETF
464287804
3483
44498
SH
SOLE
0
0
44498
ISHARES TR
CORE DIV GRWTH
46434V621
7910
207056
SH
SOLE
0
0
207056
ISHARES TR
CORE S&P MCP ETF
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7233
37234
SH
SOLE
0
0
37234
ISHARES TR
NATIONAL MUN ETF
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2519
22271
SH
SOLE
0
0
22271
ISHARES TR
SHRT NAT MUN ETF
464288158
1547
14516
SH
SOLE
0
0
14516
ISHARES TR
0-5 YR TIPS ETF
46429B747
1823
18126
SH
SOLE
0
0
18126
ISHARES TR
EAFE SML CP ETF
464288273
1911
33300
SH
SOLE
0
0
33300
ISHARES TR
RUS 1000 GRW ETF
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47098
SH
SOLE
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0
47098
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RUS 1000 VAL ETF
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5668
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SH
SOLE
0
0
44549
ISHARES TR
RUS 1000 ETF
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228
1398
SH
SOLE
0
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1398
ISHARES TR
EAFE GRWTH ETF
464288885
297
3675
SH
SOLE
0
0
3675
JOHNSON &JOHNSON
COM
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318
2280
SH
SOLE
0
0
2280
ROCKWELL AUTOMATION INC
COM
773903109
240
1465
SH
SOLE
0
0
1465
STARBUCKS CORP
COM
855244109
806
9620
SH
SOLE
0
0
9620
W P CAREY INC
COM
92936U109
765
9426
SH
SOLE
0
0
9426