Independence Asset Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Independence Asset Advisors, LLC reported 5 stock positions worth $4.2 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 41.0% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 36.5%) and Vngrd Mrngstr MC GRW ETF-Usd (VOT, 9.2%). Compared with Q4 2023, it added to 3. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +12%).
- Most Recent 13F
- Q2 2026
- Location
- WYNNEWOOD,, PA
- CIK
- 0002010929
- Portfolio Value
- $4.2M (Q1 2024)
- SEC Filing
- 0001376474-24-000166 ↗ filed Apr 16, 2024
Holdings Value
Holdings 5 stocks · $4.2M
| VCIT Vanguard Int-Term Corporate | 40.99% | 21,211 | $1.7M | Add +11.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 36.49% | 19,657 | $1.5M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 9.20% | 1,619 | $382K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.45% | 1,238 | $309K | Add +0.4% |
| SIHY Harbor Ares Systemt Hi YD-US | 5.87% | 5,389 | $244K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $383.9M | CLOI, VTI, SPHQ, CLOB, JBND |
| Q1 2026 | 24 | $276.6M | CLOI, SPHQ, CLOB, VTI, JBND |
| Q4 2025 | 18 | $181.4M | CLOI, CLOB, JBND, VTI, IWD |
| Q3 2025 | 19 | $235.7M | CLOI, IWD, CLOB, VTI, FLRT |
| Q2 2025 | 17 | $160.7M | IWD, CLOI, CLOB, FLRT, VNQ |
| Q1 2025 | 13 | $30.8M | CLOI, VCIT, VCSH, FLRT, VNQ |
| Q4 2024 | 9 | $21.6M | VCSH, VCIT, FLRT, VNQ, LSGR |
| Q3 2024 | 6 | $5.0M | VCIT, VCSH, FLRT, VOT, VO |
| Q2 2024 | 5 | $4.2M | VCIT, VCSH, VOT, VO, SIHY |
| Q1 2024 | 5 | $4.2M | VCIT, VCSH, VOT, VO, SIHY |