Independence-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "MSFT",
  "GE",
  null,
  "ANSS",
  null,
  null,
  "AAPL",
  "NVDA",
  null,
  "VZ",
  null,
  "GLD",
  "TD",
  "VIG",
  "IEF",
  "INDB",
  null,
  null,
  null,
  "VOO",
  "V",
  "WMT",
  "IUSG",
  "MTB",
  null,
  "IUSV",
  null,
  null,
  "BRK-B",
  "CRH",
  "RSP",
  null,
  "XOM",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 47
Total Value: 263039611
Accession Number: 0002066080-25-000003
Form Type: 13F-HR
CIK: independence-financial-advisors
Manager Name: Independence-Financial-Advisors

Data Enrichment

55% identified

26 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $263.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287671

IUSG|464287671

Shares:493.7K

Value:$62.7M

% of Portfolio:23.9% ($62.7M/$263.0M)

464287663

IUSV|464287663

Shares:374.4K

Value:$34.6M

% of Portfolio:13.1% ($34.6M/$263.0M)

464287440

IEF|464287440

Shares:153.2K

Value:$14.6M

% of Portfolio:5.6% ($14.6M/$263.0M)

46432F859

Shares:268.8K

Value:$13.0M

% of Portfolio:4.9% ($13.0M/$263.0M)

46435G474

Shares:446.1K

Value:$12.0M

% of Portfolio:4.5% ($12.0M/$263.0M)

464287242

Shares:109.2K

Value:$11.9M

% of Portfolio:4.5% ($11.9M/$263.0M)

464287176

Shares:104.4K

Value:$11.6M

% of Portfolio:4.4% ($11.6M/$263.0M)

464288661

Shares:93.9K

Value:$11.1M

% of Portfolio:4.2% ($11.1M/$263.0M)

316092808

Shares:61.1K

Value:$9.9M

% of Portfolio:3.7% ($9.9M/$263.0M)

316092501

Shares:139.7K

Value:$9.7M

% of Portfolio:3.7% ($9.7M/$263.0M)

316092600

Shares:140.7K

Value:$9.6M

% of Portfolio:3.7% ($9.6M/$263.0M)

316092873

Shares:159.8K

Value:$9.0M

% of Portfolio:3.4% ($9.0M/$263.0M)

316092840

Shares:163.7K

Value:$8.1M

% of Portfolio:3.1% ($8.1M/$263.0M)

464287457

Shares:94.4K

Value:$7.8M

% of Portfolio:3.0% ($7.8M/$263.0M)

316092709

Shares:88.2K

Value:$6.0M

% of Portfolio:2.3% ($6.0M/$263.0M)

464288687

Shares:194.9K

Value:$6.0M

% of Portfolio:2.3% ($6.0M/$263.0M)

35473P595

Shares:225.7K

Value:$5.4M

% of Portfolio:2.1% ($5.4M/$263.0M)

922908769

VTI|922908769

Shares:9.3K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$263.0M)

31609A305

Shares:55.4K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$263.0M)

Apple Inc.

AAPL|037833100

Shares:6.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$263.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSGcusip464287671)	493.7K	QoQ- YoY-	All Managers (Combined)	$62.7M	23.9% ($62.7M/$263.0M)	QoQ- YoY-
(IUSVcusip464287663)	374.4K	QoQ- YoY-	All Managers (Combined)	$34.6M	13.1% ($34.6M/$263.0M)	QoQ- YoY-
(IEFcusip464287440)	153.2K	QoQ- YoY-	All Managers (Combined)	$14.6M	5.6% ($14.6M/$263.0M)	QoQ- YoY-
(cusip46432F859)✕	268.8K	QoQ- YoY-	All Managers (Combined)	$13.0M	4.9% ($13.0M/$263.0M)	QoQ- YoY-
(cusip46435G474)✕	446.1K	QoQ- YoY-	All Managers (Combined)	$12.0M	4.5% ($12.0M/$263.0M)	QoQ- YoY-
(cusip464287242)✕	109.2K	QoQ- YoY-	All Managers (Combined)	$11.9M	4.5% ($11.9M/$263.0M)	QoQ- YoY-
(cusip464287176)✕	104.4K	QoQ- YoY-	All Managers (Combined)	$11.6M	4.4% ($11.6M/$263.0M)	QoQ- YoY-
(cusip464288661)✕	93.9K	QoQ- YoY-	All Managers (Combined)	$11.1M	4.2% ($11.1M/$263.0M)	QoQ- YoY-
(cusip316092808)✕	61.1K	QoQ- YoY-	All Managers (Combined)	$9.9M	3.7% ($9.9M/$263.0M)	QoQ- YoY-
(cusip316092501)✕	139.7K	QoQ- YoY-	All Managers (Combined)	$9.7M	3.7% ($9.7M/$263.0M)	QoQ- YoY-
(cusip316092600)✕	140.7K	QoQ- YoY-	All Managers (Combined)	$9.6M	3.7% ($9.6M/$263.0M)	QoQ- YoY-
(cusip316092873)✕	159.8K	QoQ- YoY-	All Managers (Combined)	$9.0M	3.4% ($9.0M/$263.0M)	QoQ- YoY-
(cusip316092840)✕	163.7K	QoQ- YoY-	All Managers (Combined)	$8.1M	3.1% ($8.1M/$263.0M)	QoQ- YoY-
(cusip464287457)✕	94.4K	QoQ- YoY-	All Managers (Combined)	$7.8M	3.0% ($7.8M/$263.0M)	QoQ- YoY-
(cusip316092709)✕	88.2K	QoQ- YoY-	All Managers (Combined)	$6.0M	2.3% ($6.0M/$263.0M)	QoQ- YoY-
(cusip464288687)✕	194.9K	QoQ- YoY-	All Managers (Combined)	$6.0M	2.3% ($6.0M/$263.0M)	QoQ- YoY-
(cusip35473P595)✕	225.7K	QoQ- YoY-	All Managers (Combined)	$5.4M	2.1% ($5.4M/$263.0M)	QoQ- YoY-
(VTIcusip922908769)	9.3K	QoQ- YoY-	All Managers (Combined)	$2.6M	1.0% ($2.6M/$263.0M)	QoQ- YoY-
(cusip31609A305)✕	55.4K	QoQ- YoY-	All Managers (Combined)	$1.7M	0.7% ($1.7M/$263.0M)	QoQ- YoY-
Apple Inc.(AAPLcusip037833100)	6.6K	QoQ- YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$263.0M)	QoQ- YoY-