Independence Financial Advisors, LLC
52 holdingsFiling period: 2026-03-31Current AUM: $362.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | 1.27M | $47.7M | $54.2M | 14.94% | -37,260 | 2026-03-31 |
| 2 | FELV | FIDELITY COVINGTON TRUST | 993.5K | $34.7M | $41.7M | 11.50% | +44.4K | 2026-03-31 |
| 3 | IEF | ISHARES TR | 205.4K | $19.6M | $19.1M | 5.27% | +5.8K | 2026-03-31 |
| 4 | IEI | ISHARES TR | 163.3K | $19.4M | $19.0M | 5.25% | +3.8K | 2026-03-31 |
| 5 | FDVV | FIDELITY COVINGTON TRUST | 304.4K | $16.8M | $19.0M | 5.25% | +9.2K | 2026-03-31 |
| 6 | FTEC | FIDELITY COVINGTON TRUST | 74.8K | $15.6M | $20.2M | 5.57% | -5,491 | 2026-03-31 |
| 7 | TIP | ISHARES TR | 121.4K | $13.4M | $13.1M | 3.60% | +2.8K | 2026-03-31 |
| 8 | ICVT | ISHARES TR | 124.2K | $12.6M | $14.1M | 3.88% | +875 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 28.7K | $12.4M | $10.7M | 2.95% | +25.9K | 2026-03-31 |
| 10 | FCOM | FIDELITY COVINGTON TRUST | 170.4K | $11.6M | $11.7M | 3.23% | +5.8K | 2026-03-31 |
| 11 | FUTY | FIDELITY COVINGTON TRUST | 194.0K | $11.5M | $11.1M | 3.06% | -6,056 | 2026-03-31 |
| 12 | FNCL | FIDELITY COVINGTON TRUST | 162.6K | $11.4M | $13.2M | 3.63% | +11.6K | 2026-03-31 |
| 13 | FENI | FIDELITY COVINGTON TRUST | 303.8K | $11.3M | $12.3M | 3.41% | -3,608 | 2026-03-31 |
| 14 | FIDU | FIDELITY COVINGTON TRUST | 130.3K | $11.3M | $12.4M | 3.42% | -6,390 | 2026-03-31 |
| 15 | FENY | FIDELITY COVINGTON TRUST | 317.7K | $10.8M | $10.5M | 2.90% | -- | 2026-03-31 |
| 16 | IUSV | ISHARES TR | 93.0K | $9.5M | $10.4M | 2.88% | -25,762 | 2026-03-31 |
| 17 | ISTB | ISHARES TR | 156.2K | $7.6M | $7.5M | 2.07% | +2.2K | 2026-03-31 |
| 18 | SHY | ISHARES TR | 90.9K | $7.5M | $7.5M | 2.06% | +2.5K | 2026-03-31 |
| 19 | IJK | ISHARES TR | 67.0K | $6.7M | $7.5M | 2.07% | +1.0K | 2026-03-31 |
| 20 | FDIS | FIDELITY COVINGTON TRUST | 68.1K | $6.4M | $6.9M | 1.91% | +6.3K | 2026-03-31 |
| 21 | FLBL | FRANKLIN TEMPLETON ETF TR | 274.7K | $6.3M | $6.3M | 1.75% | +12.2K | 2026-03-31 |
| 22 | IUSG | ISHARES TR | 40.0K | $6.2M | $7.4M | 2.04% | -24,426 | 2026-03-31 |
| 23 | IJT | ISHARES TR | 30.5K | $4.4M | $5.3M | 1.45% | +1.1K | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 9.4K | $3.0M | $3.5M | 0.96% | +30 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 2.7K | $1.6M | $1.8M | 0.50% | +8 | 2026-03-31 |
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