0001398344-18-015185.txt : 20181023 0001398344-18-015185.hdr.sgml : 20181023 20181023083325 ACCESSION NUMBER: 0001398344-18-015185 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181023 DATE AS OF CHANGE: 20181023 EFFECTIVENESS DATE: 20181023 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: 181133294 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 09-30-2018 09-30-2018 false Independence Advisors, LLC

620 Lee Road, Suite 100 Wayne PA 19087

13F HOLDINGS REPORT 028-17479 N Barbara Richardson 484-321-5433 /s/ Barbara Richardson Wayne PA 10-22-2018 0 93 335851 INFORMATION TABLE 2 fp0036585_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 248 1179 SH SOLE 1179 0 0 Abbvie Inc COM 00287Y109 488 5162 SH SOLE 5162 0 0 Accelerate Diagnostics Inc COM 00430H102 298 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 221 1322 SH SOLE 1322 0 0 ALTRIA GROUP INC COM 02209S103 393 6522 SH SOLE 6522 0 0 AMAZON COM INC COM 023135106 328 164 SH SOLE 164 0 0 AMGEN INC COM 031162100 735 3545 SH SOLE 3545 0 0 APPLE INC COM 037833100 3011 13339 SH SOLE 13339 0 0 AQUA AMERICA INC COM 03836W103 1183 32061 SH SOLE 32061 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 232 1543 SH SOLE 1543 0 0 BOOKING HLDGS INC COM 09857L108 260 131 SH SOLE 131 0 0 BOEING CO COM 097023105 505 1359 SH SOLE 1359 0 0 BRYN MAWR BK CORP COM 117665109 2775 59168 SH SOLE 59168 0 0 CAMPBELL SOUP CO COM 134429109 816 22288 SH SOLE 22288 0 0 CATERPILLAR INC DEL COM 149123101 200 1313 SH SOLE 1313 0 0 CHEVRON CORP NEW COM 166764100 541 4427 SH SOLE 4427 0 0 COCA COLA CO COM 191216100 377 8168 SH SOLE 8168 0 0 COLGATE PALMOLIVE CO COM 194162103 799 11938 SH SOLE 11938 0 0 COMCAST CORP NEW CL A 20030N101 263 7435 SH SOLE 7435 0 0 COSTCO WHSL CORP NEW COM 22160K105 268 1141 SH SOLE 1141 0 0 CSX CORP COM 126408103 696 9393 SH SOLE 9393 0 0 DISNEY WALT CO COM DISNEY 254687106 487 4163 SH SOLE 4163 0 0 EVOFEM BIOSCIENCES INC COM 30048L104 41 10000 SH SOLE 10000 0 0 EXXON MOBIL CORP COM 30231G102 768 9028 SH SOLE 9028 0 0 GLOBALSTAR INC COM 378973408 9 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 788 653 SH SOLE 653 0 0 ALPHABET INC CAP STK CL C 02079K107 741 621 SH SOLE 621 0 0 HOME DEPOT INC COM 437076102 461 2224 SH SOLE 2224 0 0 HONEYWELL INTL INC COM 438516106 280 1680 SH SOLE 1680 0 0 INTEL CORP COM 458140100 207 4387 SH SOLE 4387 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 313 2069 SH SOLE 2069 0 0 INTUIT COM 461202103 267 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 369 642 SH SOLE 642 0 0 ISHARES TR IBONDS SEP2020 46434V571 208 8250 SH SOLE 8250 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4951 45868 SH SOLE 45868 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1513 11374 SH SOLE 11374 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 19113 182496 SH SOLE 182496 0 0 ISHARES TR MSCI EAFE ETF 464287465 35056 515607 SH SOLE 515607 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1404 32721 SH SOLE 32721 0 0 ISHARES TR EAFE SML CP ETF 464288273 311 5000 SH SOLE 5000 0 0 ISHARES TR EAFE VALUE ETF 464288877 7712 148536 SH SOLE 148536 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 42332 271396 SH SOLE 271396 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 14430 113963 SH SOLE 113963 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1719 10198 SH SOLE 10198 0 0 ISHARES TR CORE S&P500 ETF 464287200 422 1440 SH SOLE 1440 0 0 ISHARES TR S&P SML 600 GWT 464287887 435 2155 SH SOLE 2155 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1667 9989 SH SOLE 9989 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 13266 74876 SH SOLE 74876 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3497 30192 SH SOLE 30192 0 0 JOHNSON & JOHNSON COM 478160104 800 5791 SH SOLE 5791 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 202 1783 SH SOLE 1783 0 0 MASTERCARD INCORPORATED CL A 57636Q104 443 1990 SH SOLE 1990 0 0 MCDONALDS CORP COM 580135101 3546 21196 SH SOLE 21196 0 0 MERCK & CO INC COM 58933Y105 550 7751 SH SOLE 7751 0 0 MICROSOFT CORP COM 594918104 1220 10670 SH SOLE 10670 0 0 NIKE INC CL B 654106103 204 2406 SH SOLE 2406 0 0 ORACLE CORP COM 68389X105 262 5084 SH SOLE 5084 0 0 PEPSICO INC COM 713448108 217 1945 SH SOLE 1945 0 0 PFIZER INC COM 717081103 1846 41894 SH SOLE 41894 0 0 PPG INDS INC COM 693506107 3274 30005 SH SOLE 30005 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 147 20597 SH SOLE 20597 0 0 RPM INTL INC COM 749685103 221 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 263 3785 SH SOLE 3785 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 201 2665 SH SOLE 2665 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 5504 115415 SH SOLE 115415 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 105 11027 SH SOLE 11027 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 214 869 SH SOLE 869 0 0 TELEFLEX INC COM 879369106 295 1108 SH SOLE 1108 0 0 TEXAS INSTRS INC COM 882508104 201 1875 SH SOLE 1875 0 0 TJX COS INC NEW COM 872540109 233 2084 SH SOLE 2084 0 0 TRAVELERS COMPANIES INC COM 89417E109 295 2278 SH SOLE 2278 0 0 UNITEDHEALTH GROUP INC COM 91324P102 275 1033 SH SOLE 1033 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 23826 296050 SH SOLE 296050 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 322 5737 SH SOLE 5737 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 41487 257619 SH SOLE 257619 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 254 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1195 6381 SH SOLE 6381 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 44399 401143 SH SOLE 401143 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1093 13544 SH SOLE 13544 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3920 28125 SH SOLE 28125 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3289 21975 SH SOLE 21975 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3836 93565 SH SOLE 93565 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5706 50873 SH SOLE 50873 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 204 2693 SH SOLE 2693 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 801 5999 SH SOLE 5999 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 6783 134283 SH SOLE 134283 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 7925 183144 SH SOLE 183144 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1228 11678 SH SOLE 11678 0 0 VERISIGN INC COM 92343E102 265 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 277 5180 SH SOLE 5180 0 0 WALMART INC COM 931142103 368 3921 SH SOLE 3921 0 0 WELLS FARGO CO NEW COM 949746101 338 6422 SH SOLE 6422 0 0 WSFS FINL CORP COM 929328102 410 8692 SH SOLE 8692 0 0