Independent Advisor Alliance ETFs

Independent Advisor Alliance

$7.25 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJS Ishares S&P Smallcap 600 Value	$0	$1.05 Million 0.01% of portfolio	9,683	Q4 2024 New
SCHR Schwab Intermediate Term Us Tr	$0	$1.04 Million 0.01% of portfolio	42,956	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$999,000 0.01% of portfolio	19,339	Q4 2024 New
QUS Spdr Ser Tr Msci Usa Strategic	$0	$991,000 0.01% of portfolio	6,400	Q4 2024 New
ROBO Robo Global Robotics And Autom	$0	$989,000 0.01% of portfolio	17,590	Q4 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$988,000 0.01% of portfolio	29,158	Q4 2024 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$972,000 0.01% of portfolio	20,140	Q4 2024 New
FSTA Fidelity Covington Tr Msci Con	$0	$966,000 0.01% of portfolio	19,547	Q4 2024 Added 149.93%
FNX First Tr Mid Cap Core Alphadex	$0	$955,000 0.01% of portfolio	8,257	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$950,000 0.01% of portfolio	3,745	Q4 2024 New
VIS Vanguard Industrial ETF	$0	$946,000 0.01% of portfolio	3,719	Q4 2024 New
XNTK Spdr Series Trust Spdr Nyse Te	$0	$939,000 0.01% of portfolio	4,654	Q4 2024 New
SKOR Flexshares Tr Credit Scored Us	$0	$937,000 0.01% of portfolio	19,644	Q4 2024 Added 354.3%
IHAK Ishares Tr Cybersecurity & Tec	$0	$931,000 0.01% of portfolio	19,086	Q4 2024 New
HDV Ishares Core High Dividend ETF	$0	$921,000 0.01% of portfolio	8,206	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$917,000 0.01% of portfolio	5,673	Q4 2024 New
BSJT Invesco Self Indexed Fd Tr Bul	$0	$903,000 0.01% of portfolio	42,225	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$890,000 0.01% of portfolio	37,018	Q4 2024 New
KORP American Centy ETF Tr Diversif	$0	$887,000 0.01% of portfolio	19,331	Q4 2024 Added 69.91%
IAGG Ishares Tr Core Intl Aggregate	$0	$869,000 0.01% of portfolio	17,414	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$865,000 0.01% of portfolio	25,013	Q4 2024 New
IAU Ishares Gold Trust	$47B	$856,000 0.01% of portfolio	17,303	Q4 2024 Added 20.7%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$854,000 0.01% of portfolio	11,096	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$849,000 0.01% of portfolio	2,320	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$845,000 0.01% of portfolio	19,562	Q4 2024 New
IXN Ishares Global Information Tec	$0	$841,000 0.01% of portfolio	9,933	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$839,000 0.01% of portfolio	18,078	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$838,000 0.01% of portfolio	72,744	Q4 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$823,000 0.01% of portfolio	13,638	Q4 2024 New
HYG Ishares Tr	$0	$821,000 0.01% of portfolio	10,443	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$813,000 0.01% of portfolio	3,017	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$786,000 0.01% of portfolio	12,939	Q4 2024 New
TFLO Ishares Treasury Floating Rate	$0	$765,000 0.01% of portfolio	15,163	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$763,000 0.01% of portfolio	9,546	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$762,000 0.01% of portfolio	13,256	Q4 2024 Reduced 8.97%
DGS Wisdomtree Emerging Markets Sm	$0	$760,000 0.01% of portfolio	15,538	Q4 2024 New
IYH Ishares Tr	$0	$758,000 0.01% of portfolio	13,019	Q4 2024 Added 251.58%
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$744,000 0.01% of portfolio	10,062	Q4 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$727,000 0.01% of portfolio	9,567	Q4 2024 New
ARGT Global X Msci Argentina ETF	$0	$726,000 0.01% of portfolio	8,793	Q4 2024 New
VOOV Vanguard S&P 500 Value ETF	$0	$722,000 0.01% of portfolio	3,917	Q4 2024 New
RPHS Two Rds Shared Tr Regents Pk H	$0	$716,000 0.01% of portfolio	70,785	Q4 2024 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$715,000 0.01% of portfolio	29,873	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$710,000 0.01% of portfolio	30,666	Q4 2024 Added 594.59%
RPV Invesco Exchange Traded Fd Tr	$0	$706,000 0.01% of portfolio	7,836	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$706,000 0.01% of portfolio	7,053	Q4 2024 New
XLB Select Sector Spdr Fd Material	$0	$706,000 0.01% of portfolio	8,399	Q4 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$700,000 0.01% of portfolio	27,544	Q4 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$694,000 0.01% of portfolio	12,247	Q4 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$690,000 0.01% of portfolio	8,871	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.