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Independence Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Independence Advisors, LLC

No.11229 数据截至 2020Q4
最新持仓市值 (Q4 2020)
$4.39亿
环比变动 Q3 2020
-$2,695.3万-5.8%
持仓股票数
170
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
170
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2020 市值Q4 2020 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
13.05%12.3%$5,729.9万54.8万股$5,729.9万54.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
12.77%12.03%$5,607.2万25.9万股$5,607.2万25.9万股00.00%持仓不变
V先锋领航指数基金VUG
12.52%11.79%$5,494.9万24.1万股$5,494.9万24.1万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
12.19%11.48%$5,350.8万84.1万股$5,350.8万84.1万股00.00%持仓不变
V先锋领航债券指数基金BIV
6.46%6.08%$2,834.0万30.3万股$2,834.0万30.3万股00.00%持仓不变
IiShares安硕·S&PIVE
3.45%3.25%$1,513.1万13.5万股$1,513.1万13.5万股00.00%持仓不变
IiShares安硕信托IWD
3.34%3.14%$1,465.2万12.4万股$1,465.2万12.4万股00.00%持仓不变
IiShares安硕信托EFV
3.09%2.91%$1,357.0万33.6万股$1,357.0万33.6万股00.00%持仓不变
IiShares安硕信托GVI
2.54%2.39%$1,113.5万10.3万股$1,113.5万10.3万股00.00%持仓不变
IiShares安硕信托IVW
2.16%7.33%$946.2万14.8万股$3,416.5万14.8万股00.00%持仓不变
IiShares安硕信托GVI
1.79%1.68%$784.7万6.8万股$784.7万6.8万股00.00%持仓不变
V先锋领航·FTSEVEA
1.6%1.51%$704.2万17.2万股$704.2万17.2万股00.00%持仓不变
V先锋领航指数基金VOO
1.54%1.45%$676.5万2.2万股$676.5万2.2万股00.00%持仓不变
苹果AAPL
1.46%1.38%$642.1万5.5万股$642.1万5.5万股00.00%持仓不变
V先锋领航市政债券基金VTEB
1.41%1.33%$617.9万11.4万股$617.9万11.4万股00.00%持仓不变
V先锋领航·SMALLVBR
1.38%1.3%$607.0万5.5万股$607.0万5.5万股00.00%持仓不变
V先锋领航·FSTEVWO
1.29%1.21%$565.7万13.1万股$565.7万13.1万股00.00%持仓不变
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
1.22%1.15%$536.7万9.1万股$536.7万9.1万股00.00%持仓不变
V先锋领航指数基金VBK
1.13%1.06%$494.4万2.3万股$494.4万2.3万股00.00%持仓不变
V先锋领航国际股票指数基金VSS
1.05%0.99%$462.9万4.4万股$462.9万4.4万股00.00%持仓不变
麦当劳MCD
1.03%0.97%$453.2万2.1万股$453.2万2.1万股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.88%1.25%$384.3万4.7万股$580.8万4.7万股00.00%持仓不变
PPG工业PPG
0.84%0.79%$368.6万3.0万股$368.6万3.0万股00.00%持仓不变
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.73%0.68%$318.5万3.2万股$318.5万3.2万股00.00%持仓不变
IiShares安硕信托EEM
0.63%0.59%$277.1万6.3万股$277.1万6.3万股00.00%持仓不变
微软MSFT
0.61%0.57%$266.8万1.3万股$266.8万1.3万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.56%0.52%$244.0万1.6万股$244.0万1.6万股00.00%持仓不变
SSPDR道富系列信托SHM
0.51%0.48%$223.7万4.5万股$223.7万4.5万股00.00%持仓不变
辉瑞PFE
0.35%0.33%$151.8万4.1万股$151.8万4.1万股00.00%持仓不变
BBRYN MAWR BK CORP
0.34%0.32%$147.2万5.9万股$147.2万5.9万股00.00%持仓不变
V先锋领航国际股票指数基金VNQI
0.33%0.31%$144.2万3.0万股$144.2万3.0万股00.00%持仓不变
ESSENTIAL UTILSWTRG
0.32%0.3%$140.2万3.5万股$140.2万3.5万股00.00%持仓不变
V先锋领航指数基金VNQ
0.28%0.27%$124.0万1.6万股$124.0万1.6万股00.00%持仓不变
强生JNJ
0.24%0.23%$106.7万7,170股$106.7万7,170股00.00%持仓不变
VisaV
0.23%0.22%$102.0万5,102股$102.0万5,102股00.00%持仓不变
高露洁CL
0.23%0.21%$100.0万1.3万股$100.0万1.3万股00.00%持仓不变
SSPDR道富系列信托TFI
0.22%0.21%$98.3万1.9万股$98.3万1.9万股00.00%持仓不变
谷歌AGOOGL
0.22%0.21%$95.9万654股$95.9万654股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.22%0.21%$95.7万651股$95.7万651股00.00%持仓不变
V先锋领航指数基金VV
0.21%0.2%$91.6万5,854股$91.6万5,854股00.00%持仓不变
AMGEN COMAMGN
0.19%0.18%$84.9万3,340股$84.9万3,340股00.00%持仓不变
万事达MA
0.19%0.18%$82.6万2,443股$82.6万2,443股00.00%持仓不变
IiShares安硕信托IVV
0.17%0.16%$76.6万2,279股$76.6万2,279股00.00%持仓不变
亚马逊AMZN
0.17%0.16%$76.5万243股$76.5万243股00.00%持仓不变
CSX铁路CSX
0.15%0.14%$66.7万8,592股$66.7万8,592股00.00%持仓不变
默沙东MRK
0.14%0.13%$62.8万7,567股$62.8万7,567股00.00%持仓不变
V先锋领航债券指数基金BSV
0.14%0.13%$60.1万7,232股$60.1万7,232股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.13%0.12%$56.7万2,661股$56.7万2,661股00.00%持仓不变
沃尔玛WMT
0.13%0.12%$56.0万3,999股$56.0万3,999股00.00%持仓不变
甲骨文ORCL
0.11%0.11%$50.3万8,428股$50.3万8,428股00.00%持仓不变

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