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Home > Institutional Investor > Independence Advisors, Llc > Profile

Instuitional Investor - Independence Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Independence Advisors, Llc
Portfolio Value $465,933,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 548,263 $57,299,000 12.29%
2.
Ishares Trust
 IEF 258,527 $56,072,000 12.03%
3.
Vanguard Index Fds
 241,418 $54,949,000 11.79%
4.
Ishares Trust
 IEF 840,660 $53,508,000 11.48%
5.
Ishares Trust
 IEF 147,850 $34,165,000 7.33%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)