Titelia

Holdings of Independence Asset Advisors, LLC

19 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 95.9 % of the equity sleeve

Sector breakdown

  • Funds 6.0 %
  • Unattributed 94.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US19131.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 982,25373.9M $
2Vanguard Total Stock Market ETF 49,27815.8M $
3J P Morgan Exchange Traded Fund Trust 279,39015M $
4iShares Trust 37,2508M $
5Pacer Aristotle Pacific Floati 69,5393.2M $
6Vanguard Real Estate ETF 35,4213.1M $
7Vanguard U.S. Minimum Volatility ETF 18,5412.5M $
8JPMorgan International Research Enhanced Equity ETF 27,6782.1M $
9J.P. MORGAN EXCHANGE-TRADED FUND TRUST 22,7111.6M $
10J P Morgan Exchange Traded Fund Trust 21,4601.2M $
11Natixis Loomis Sayles Focused Growth ETF 26,2501M $
12Vanguard Mid-Cap Growth ETF 3,326856.1K $
13Vanguard Intermediate-Term Corporate Bond ETF 8,943740K $
14JPMorgan Realty Income ETF 14,527698.3K $
15Vanguard Index Funds 2,257682.1K $
16Vanguard Whitehall Funds 4,918463.4K $
17J P Morgan Exchange Traded Fund Trust 7,133396.1K $
18JPMorgan Income ETF 6,160283.8K $
19VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,200258K $