0001398344-20-009728.txt : 20200508 0001398344-20-009728.hdr.sgml : 20200508 20200508153648 ACCESSION NUMBER: 0001398344-20-009728 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200508 DATE AS OF CHANGE: 20200508 EFFECTIVENESS DATE: 20200508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independence Advisors, LLC CENTRAL INDEX KEY: 0001679118 IRS NUMBER: 272262116 STATE OF INCORPORATION: MI FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17479 FILM NUMBER: 20860308 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 03-31-2020 03-31-2020 false Independence Advisors, LLC

620 LEE ROAD, SUITE 100 WAYNE PA 19087

13F HOLDINGS REPORT 028-17479 N Leslie Young 484-320-7447 /s/ Leslie Young Wayne PA 05-08-2020 0 153 362449 INFORMATION TABLE 2 fp0053803_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 200 2531 SH SOLE 2531 0 0 ABBVIE INC COM 00287Y109 295 3868 SH SOLE 3868 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 108 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 248 1240 SH SOLE 1240 0 0 ALTRIA GROUP INC COM 02209S103 209 5407 SH SOLE 5407 0 0 AMAZON COM INC COM 023135106 462 237 SH SOLE 237 0 0 AMGEN INC COM 031162100 677 3340 SH SOLE 3340 0 0 APPLE INC COM 037833100 3561 14003 SH SOLE 14003 0 0 BLOOM ENERGY CORP COM CL A 093712107 54 10348 SH SOLE 10348 0 0 BOEING CO COM 097023105 209 1405 SH SOLE 1405 0 0 BRYN MAWR BK CORP COM 117665109 1679 59168 SH SOLE 59168 0 0 CHEVRON CORP NEW COM 166764100 269 3712 SH SOLE 3712 0 0 COCA COLA CO COM 191216100 330 7465 SH SOLE 7465 0 0 ISHARES TR COHEN STEER REIT 464287564 68 742 SH SOLE 742 0 0 COLGATE PALMOLIVE CO COM 194162103 825 12429 SH SOLE 12429 0 0 COMCAST CORP NEW CL A 20030N101 346 10052 SH SOLE 10052 0 0 COSTCO WHSL CORP NEW COM 22160K105 341 1197 SH SOLE 1197 0 0 CSX CORP COM 126408103 492 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 387 4007 SH SOLE 4007 0 0 ESSENTIAL UTILS INC COM 29670G102 1428 35092 SH SOLE 35092 0 0 EXXON MOBIL CORP COM 30231G102 315 8306 SH SOLE 8306 0 0 GENERAL ELECTRIC CO COM 369604103 83 10414 SH SOLE 10414 0 0 GLOBALSTAR INC COM 378973408 5 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 788 678 SH SOLE 678 0 0 ALPHABET INC CAP STK CL C 02079K107 797 685 SH SOLE 685 0 0 HOME DEPOT INC COM 437076102 337 1804 SH SOLE 1804 0 0 HONEYWELL INTL INC COM 438516106 234 1751 SH SOLE 1751 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 244 2195 SH SOLE 2195 0 0 INTUIT COM 461202103 270 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 287 579 SH SOLE 579 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 64 740 SH SOLE 740 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 28 211 SH SOLE 211 0 0 ISHARES TR MBS ETF 464288588 44 402 SH SOLE 402 0 0 ISHARES TR CORE S&P MCP ETF 464287507 94 656 SH SOLE 656 0 0 ISHARES TR CORE S&P TTL STK 464287150 44 761 SH SOLE 761 0 0 ISHARES TR CORE S&P US GWT 464287671 22 382 SH SOLE 382 0 0 ISHARES TR JPMORGAN USD EMG 464288281 3 35 SH SOLE 35 0 0 ISHARES TR NASDAQ BIOTECH 464287556 91 840 SH SOLE 840 0 0 ISHARES TR NATIONAL MUN ETF 464288414 7934 70208 SH SOLE 70208 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 2458 29971 SH SOLE 29971 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 13 86 SH SOLE 86 0 0 ISHARES TR S&P MC 400GR ETF 464287606 2 9 SH SOLE 9 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2 14 SH SOLE 14 0 0 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 398 7995 SH SOLE 7995 0 0 ISHARES TR SHORT TREAS BD 464288679 1 10 SH SOLE 10 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 11309 106390 SH SOLE 106390 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8 48 SH SOLE 48 0 0 ISHARES TR TIPS BD ETF 464287176 101 857 SH SOLE 857 0 0 ISHARES TR CORE US AGGBD ET 464287226 244 2118 SH SOLE 2118 0 0 ISHARES TR US AER DEF ETF 464288760 72 501 SH SOLE 501 0 0 ISHARES TR IBOXX INV CP ETF 464287242 44 360 SH SOLE 360 0 0 ISHARES TR IBOXX HI YD ETF 464288513 3 39 SH SOLE 39 0 0 ISHARES TR INTRM TR CRP ETF 464288638 3 53 SH SOLE 53 0 0 ISHARES TR MRNGSTR LG-CP VL 464288109 9 100 SH SOLE 100 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 6 105 SH SOLE 105 0 0 ISHARES TR MSCI EAFE ETF 464287465 40167 751349 SH SOLE 751349 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2187 64071 SH SOLE 64071 0 0 ISHARES TR EAFE SML CP ETF 464288273 3936 87802 SH SOLE 87802 0 0 ISHARES TR EAFE VALUE ETF 464288877 11641 326163 SH SOLE 326163 0 0 ISHARES TR RUS 1000 ETF 464287622 95 674 SH SOLE 674 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 40589 269428 SH SOLE 269428 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 13234 133436 SH SOLE 133436 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1920 16774 SH SOLE 16774 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 148 933 SH SOLE 933 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 48 743 SH SOLE 743 0 0 ISHARES TR RUS MID CAP ETF 464287499 35 800 SH SOLE 800 0 0 ISHARES TR CORE S&P500 ETF 464287200 606 2347 SH SOLE 2347 0 0 ISHARES TR S&P SML 600 GWT 464287887 258 1873 SH SOLE 1873 0 0 ISHARES TR SP SMCP600VL ETF 464287879 4196 41982 SH SOLE 41982 0 0 ISHARES TR CORE S&P SCP ETF 464287804 23 411 SH SOLE 411 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 25308 153333 SH SOLE 153333 0 0 ISHARES TR S&P 500 VAL ETF 464287408 13330 138495 SH SOLE 138495 0 0 ISHARES TR SH TR CRPORT ETF 464288646 31 587 SH SOLE 587 0 0 ISHARES TR U.S. REAL ES ETF 464287739 4 63 SH SOLE 63 0 0 JOHNSON & JOHNSON COM 478160104 954 7277 SH SOLE 7277 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 227 1783 SH SOLE 1783 0 0 KOPIN CORP COM 500600101 7 20000 SH SOLE 20000 0 0 LILLY ELI & CO COM 532457108 216 1558 SH SOLE 1558 0 0 MASTERCARD INC CL A 57636Q104 565 2338 SH SOLE 2338 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 23 519 SH SOLE 519 0 0 MCDONALDS CORP COM 580135101 3500 21167 SH SOLE 21167 0 0 MERCK & CO. INC COM 58933Y105 613 7973 SH SOLE 7973 0 0 MICROSOFT CORP COM 594918104 2159 13688 SH SOLE 13688 0 0 MOVADO GROUP INC COM 624580106 186 15721 SH SOLE 15721 0 0 ISHARES TR U.S. TECH ETF 464287721 97 473 SH SOLE 473 0 0 NIKE INC CL B 654106103 243 2932 SH SOLE 2932 0 0 PEPSICO INC COM 713448108 203 1690 SH SOLE 1690 0 0 PFIZER INC COM 717081103 1353 41438 SH SOLE 41438 0 0 PPG INDS INC COM 693506107 2524 30191 SH SOLE 30191 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 6 194 SH SOLE 194 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 58 26597 SH SOLE 26597 0 0 RPM INTL INC COM 749685103 203 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 8 154 SH SOLE 154 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 220 3588 SH SOLE 3588 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7 336 SH SOLE 336 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8 321 SH SOLE 321 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 29 1209 SH SOLE 1209 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 1 51 SH SOLE 51 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17 309 SH SOLE 309 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 30 493 SH SOLE 493 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1 8 SH SOLE 8 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4 91 SH SOLE 91 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1 34 SH SOLE 34 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 34 652 SH SOLE 652 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 62 1079 SH SOLE 1079 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 64 653 SH SOLE 653 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 78 3744 SH SOLE 3744 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 98 1108 SH SOLE 1108 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 39 662 SH SOLE 662 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 213 2655 SH SOLE 2655 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 42 768 SH SOLE 768 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 27 928 SH SOLE 928 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 32 579 SH SOLE 579 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 1 19 SH SOLE 19 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 947 18930 SH SOLE 18930 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2193 44850 SH SOLE 44850 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 4 125 SH SOLE 125 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 145 11027 SH SOLE 11027 0 0 TELEFLEX INCORPORATED COM 879369106 315 1074 SH SOLE 1074 0 0 TJX COS INC NEW COM 872540109 204 4258 SH SOLE 4258 0 0 TRAVELERS COMPANIES INC COM 89417E109 225 2263 SH SOLE 2263 0 0 UNITEDHEALTH GROUP INC COM 91324P102 238 953 SH SOLE 953 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 27838 311633 SH SOLE 311633 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 416 4879 SH SOLE 4879 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 8 85 SH SOLE 85 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 994 23155 SH SOLE 23155 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 23 138 SH SOLE 138 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 40627 259282 SH SOLE 259282 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 198 1564 SH SOLE 1564 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3540 23551 SH SOLE 23551 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 43699 490672 SH SOLE 490672 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1221 17479 SH SOLE 17479 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4816 54230 SH SOLE 54230 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 275 2134 SH SOLE 2134 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 3 14 SH SOLE 14 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4187 124802 SH SOLE 124802 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3983 50906 SH SOLE 50906 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 156 2478 SH SOLE 2478 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 45 1097 SH SOLE 1097 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 705 5954 SH SOLE 5954 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8 57 SH SOLE 57 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 14 315 SH SOLE 315 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 190 801 SH SOLE 801 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 594 7232 SH SOLE 7232 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 59 513 SH SOLE 513 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 6519 123238 SH SOLE 123238 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5286 158550 SH SOLE 158550 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 369 9663 SH SOLE 9663 0 0 VERISIGN INC COM 92343E102 298 1656 SH SOLE 1656 0 0 VISA INC COM CL A 92826C839 782 4856 SH SOLE 4856 0 0 WALMART INC COM 931142103 450 3962 SH SOLE 3962 0 0 WSFS FINL CORP COM 929328102 217 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 207 1756 SH SOLE 1756 0 0