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JESSICA SEXTON

@Independent Advisor Alliance

Latest period2024 - Q3ReportedManaged Assets$2.748BTotal holdings704
Assets growth rate-5.9%Assets growth rate (2-Q avg)-0.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Advisor Alliance's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Independent Advisor Alliance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.748B in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of -0.25%. The portfolio is managed by JESSICA SEXTON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$54.208M
1.082M shares@ $50.11 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$28.275M
56,535 shares@ $500.14 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Exited
0%
$19.198M
327,390 shares@ $58.65 avg price
VXFVanguard Index Fds
Recent Activity
Exited
0%
$7.855M
46,537 shares@ $168.79 avg price
SCTXXSchwab Charles Family Fd
Recent Activity
Exited
0%
$6.04M
6.04M shares@ $1.0 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$5.672M
78,722 shares@ $72.05 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$4.923M
101,153 shares@ $48.68 avg price
DFUSDimensional Etf Trust
Recent Activity
Exited
0%
$4.781M
81,238 shares@ $58.85 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$4.301M
53,812 shares@ $79.94 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$4.185M
90,414 shares@ $46.29 avg price