0001398344-16-019470.txt : 20161006 0001398344-16-019470.hdr.sgml : 20161006 20161006162731 ACCESSION NUMBER: 0001398344-16-019470 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161006 DATE AS OF CHANGE: 20161006 EFFECTIVENESS DATE: 20161006 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independence Advisors, LLC CENTRAL INDEX KEY: 0001679118 IRS NUMBER: 272262116 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17479 FILM NUMBER: 161925129 BUSINESS ADDRESS: STREET 1: 620 LEE ROAD, SUITE 100 CITY: WAYNE STATE: PA ZIP: 19087 BUSINESS PHONE: 610-695-8070 MAIL ADDRESS: STREET 1: 620 LEE ROAD, SUITE 100 CITY: WAYNE STATE: PA ZIP: 19087 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001679118 XXXXXXXX 09-30-2016 09-30-2016 false Independence Advisors, LLC

620 Lee Road, Suite 100 Wayne PA 19087

13F HOLDINGS REPORT 028-17479 N Barbara Richardson 4843215433 /s/ Barbara Richardson Wayne PA 10-05-2016 0 74 212734 INFORMATION TABLE 2 fp0021937_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 1440 12736 SH SOLE 12736 0 0 ABBVIE INC COM 00287Y109 422 6685 SH SOLE 6685 0 0 AMGEN INC COM 031162100 566 3393 SH SOLE 3393 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 354 13000 SH SOLE 13000 0 0 FRANKLIN RES INC COM 354613101 231 6500 SH SOLE 6500 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 20389 232592 SH SOLE 232592 0 0 BRYN MAWR BK CORP COM 117665109 1893 59168 SH SOLE 59168 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 276 1909 SH SOLE 1909 0 0 COLGATE PALMOLIVE CO COM 194162103 882 11901 SH SOLE 11901 0 0 CAMPBELL SOUP CO COM 134429109 1356 24798 SH SOLE 24798 0 0 CSX CORP COM 126408103 284 9325 SH SOLE 9325 0 0 CHEVRON CORP NEW COM 166764100 462 4493 SH SOLE 4493 0 0 DISNEY WALT CO COM DISNEY 254687106 382 4110 SH SOLE 4110 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1706 45549 SH SOLE 45549 0 0 ISHARES TR MSCI EAFE ETF 464287465 23139 391325 SH SOLE 391325 0 0 ISHARES TR EAFE VALUE ETF 464288877 4870 105513 SH SOLE 105513 0 0 FRANCO NEVADA CORP COM 351858105 231 3300 SH SOLE 3300 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 68 16597 SH SOLE 16597 0 0 GENERAL ELECTRIC CO COM 369604103 496 16738 SH SOLE 16738 0 0 ALPHABET INC CAP STK CL C 02079K107 521 670 SH SOLE 670 0 0 ALPHABET INC CAP STK CL A 02079K305 497 618 SH SOLE 618 0 0 GLOBALSTAR INC COM 378973408 46 38350 SH SOLE 38350 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 493 11435 SH SOLE 11435 0 0 HOME DEPOT INC COM 437076102 235 1828 SH SOLE 1828 0 0 HONEYWELL INTL INC COM 438516106 225 1929 SH SOLE 1929 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 318 1999 SH SOLE 1999 0 0 ISHARES TR SP SMCP600VL ETF 464287879 699 5602 SH SOLE 5602 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3298 34731 SH SOLE 34731 0 0 ISHARES TR CORE S&P500 ETF 464287200 299 1375 SH SOLE 1375 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 10830 89016 SH SOLE 89016 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12241 115900 SH SOLE 115900 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 26416 253583 SH SOLE 253583 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1196 9632 SH SOLE 9632 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1270 12127 SH SOLE 12127 0 0 JOHNSON & JOHNSON COM 478160104 738 6244 SH SOLE 6244 0 0 KIMBERLY CLARK CORP COM 494368103 209 1656 SH SOLE 1656 0 0 COCA COLA CO COM 191216100 440 10398 SH SOLE 10398 0 0 MCDONALDS CORP COM 580135101 2430 21068 SH SOLE 21068 0 0 MEDTRONIC PLC SHS G5960L103 397 4591 SH SOLE 4591 0 0 3M CO COM 88579Y101 225 1275 SH SOLE 1275 0 0 ALTRIA GROUP INC COM 02209S103 463 7327 SH SOLE 7327 0 0 MERCK & CO INC COM 58933Y105 828 13262 SH SOLE 13262 0 0 MICROSOFT CORP COM 594918104 756 13123 SH SOLE 13123 0 0 PRICELINE GRP INC COM NEW 741503403 278 189 SH SOLE 189 0 0 PFIZER INC COM 717081103 2535 74838 SH SOLE 74838 0 0 PROCTER AND GAMBLE CO COM 742718109 242 2695 SH SOLE 2695 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 121 11027 SH SOLE 11027 0 0 PHILIP MORRIS INTL INC COM 718172109 220 2268 SH SOLE 2268 0 0 PPG INDS INC COM 693506107 3127 30250 SH SOLE 30250 0 0 REYNOLDS AMERICAN INC COM 761713106 251 5314 SH SOLE 5314 0 0 ISHARES TR EAFE SML CP ETF 464288273 262 5000 SH SOLE 5000 0 0 SCHLUMBERGER LTD COM 806857108 256 3252 SH SOLE 3252 0 0 SPROTT PHYSICAL PLAT PALLAD UNIT 85207Q104 192 25000 SH SOLE 25000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 271 2510 SH SOLE 2510 0 0 TRAVELERS COMPANIES INC COM 89417E109 274 2389 SH SOLE 2389 0 0 VISA INC COM CL A 92826C839 305 3693 SH SOLE 3693 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1243 9434 SH SOLE 9434 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3071 27752 SH SOLE 27752 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 965 9877 SH SOLE 9877 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6847 183017 SH SOLE 183017 0 0 VANGUARD INDEX FDS REIT ETF 922908553 584 6733 SH SOLE 6733 0 0 VANGUARD NAT RES LLC COM UNIT 92205F106 9 10159 SH SOLE 10159 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4052 40711 SH SOLE 40711 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 209 3439 SH SOLE 3439 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2509 22540 SH SOLE 22540 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 26568 305374 SH SOLE 305374 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 26658 237405 SH SOLE 237405 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 630 6354 SH SOLE 6354 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3345 88894 SH SOLE 88894 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 258 4970 SH SOLE 4970 0 0 WELLS FARGO & CO NEW COM 949746101 240 5413 SH SOLE 5413 0 0 WAL-MART STORES INC COM 931142103 296 4108 SH SOLE 4108 0 0 AQUA AMERICA INC COM 03836W103 1578 51763 SH SOLE 51763 0 0 EXXON MOBIL CORP COM 30231G102 821 9401 SH SOLE 9401 0 0