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  Name: Independence Asset Advisors LLC
  City: WYNNEWOOD
  State: PA
  Zip: 19096
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,152,000
  Total Value Change : $200,000
  Securities Held Change : 0
   
All Securities Held : 5
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 3
  Unchanged Positions : 2
  Decreased Positions : 0

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 1 - $79.65 $1,702,000 21,211 40.99% 157,000 2,200 0.002    Closed - End Fund - Debt
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 2 - $77.13 $1,515,000 19,657 36.49% -6,000 0 0.005    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 3 - $228.99 $382,000 1,619 9.2% 27,000 2 0.003    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 4 - $244.60 $309,000 1,238 7.44% 22,000 5 0.001    Closed - End Fund - E...
   (SIHY)1 Year Chart         SIHY Harbor Scientific Alpha Hig... 5 - $0.00 $244,000 5,389 5.88% 0 0 0.206    N/A

      5 Records Found
  1    
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