Chief Compliance Officer

0001398344-20-015450.txt : 20200811 0001398344-20-015450.hdr.sgml : 20200811 20200811101553 ACCESSION NUMBER: 0001398344-20-015450 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200811 EFFECTIVENESS DATE: 20200811 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: 201091405 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 06-30-2020 06-30-2020 false Independence Advisors, LLC

620 LEE ROAD, SUITE 100 WAYNE PA 19087

13F HOLDINGS REPORT 028-17479 N Leslie Young Chief Compliance Officer 484-320-7447 /s/ Leslie Young Wayne PA 08-10-2020 0 164 436632 INFORMATION TABLE 2 fp0056514_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 5039 13814 SH SOLE 13814 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 7 106 SH SOLE 106 0 0 Abbvie Inc COM 00287Y109 384 3912 SH SOLE 3912 0 0 ABBOTT LABS COM 002824100 221 2417 SH SOLE 2417 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 212 1421 SH SOLE 1421 0 0 ISHARES TR CORE US AGGBD ET 464287226 250 2118 SH SOLE 2118 0 0 AMGEN INC COM 031162100 788 3340 SH SOLE 3340 0 0 AMAZON COM INC COM 023135106 563 204 SH SOLE 204 0 0 AIR PRODS & CHEMS INC COM 009158106 276 1142 SH SOLE 1142 0 0 Accelerate Diagnostics Inc COM 00430H102 197 13000 SH SOLE 13000 0 0 BOEING CO COM 097023105 245 1338 SH SOLE 1338 0 0 BLOOM ENERGY CORP COM CL A 093712107 113 10348 SH SOLE 10348 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 28001 300470 SH SOLE 300470 0 0 BOOKING HOLDINGS INC COM 09857L108 274 172 SH SOLE 172 0 0 BRYN MAWR BK CORP COM 117665109 1637 59168 SH SOLE 59168 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 202 3427 SH SOLE 3427 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 4 1200 SH SOLE 1200 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 431 4874 SH SOLE 4874 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 601 7232 SH SOLE 7232 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 220 1316 SH SOLE 1316 0 0 COLGATE PALMOLIVE CO COM 194162103 950 12963 SH SOLE 12963 0 0 CELLECTAR BIOSCIENCES INC COM PAR 15117F500 13 10000 SH SOLE 10000 0 0 COMCAST CORP NEW CL A 20030N101 411 10543 SH SOLE 10543 0 0 COSTCO WHSL CORP NEW COM 22160K105 381 1258 SH SOLE 1258 0 0 CISCO SYS INC COM 17275R102 215 4611 SH SOLE 4611 0 0 CSX CORP COM 126408103 599 8592 SH SOLE 8592 0 0 CHEVRON CORP NEW COM 166764100 327 3663 SH SOLE 3663 0 0 DISNEY WALT CO COM DISNEY 254687106 447 4011 SH SOLE 4011 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2550 63771 SH SOLE 63771 0 0 ISHARES TR MSCI EAFE ETF 464287465 48724 800459 SH SOLE 800459 0 0 ISHARES TR EAFE VALUE ETF 464288877 13628 340956 SH SOLE 340956 0 0 FACEBOOK INC CL A 30303M102 228 1002 SH SOLE 1002 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 65 26597 SH SOLE 26597 0 0 GENERAL ELECTRIC CO COM 369604103 71 10436 SH SOLE 10436 0 0 ALPHABET INC CAP STK CL C 02079K107 1073 759 SH SOLE 759 0 0 ALPHABET INC CAP STK CL A 02079K305 963 679 SH SOLE 679 0 0 GLOBAL PMTS INC COM 37940X102 214 1260 SH SOLE 1260 0 0 GLOBALSTAR INC COM 378973408 6 17136 SH SOLE 17136 0 0 HOME DEPOT INC COM 437076102 448 1790 SH SOLE 1790 0 0 HONEYWELL INTL INC COM 438516106 253 1751 SH SOLE 1751 0 0 ISHARES TR NASDAQ BIOTECH 464287556 115 840 SH SOLE 840 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 296 2454 SH SOLE 2454 0 0 ISHARES TR COHEN STEER REIT 464287564 75 746 SH SOLE 746 0 0 ISHARES TR CORE MSCI EAFE 46432F842 54 941 SH SOLE 941 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 22 166 SH SOLE 166 0 0 ISHARES TR INTRM TR CRP ETF 464288638 54 901 SH SOLE 901 0 0 ISHARES TR SH TR CRPORT ETF 464288646 32 587 SH SOLE 587 0 0 ISHARES TR CORE S&P MCP ETF 464287507 111 623 SH SOLE 623 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2 14 SH SOLE 14 0 0 ISHARES TR S&P MC 400GR ETF 464287606 2 9 SH SOLE 9 0 0 ISHARES TR CORE S&P SCP ETF 464287804 28 411 SH SOLE 411 0 0 ISHARES TR SP SMCP600VL ETF 464287879 5748 47750 SH SOLE 47750 0 0 ISHARES TR S&P SML 600 GWT 464287887 264 1553 SH SOLE 1553 0 0 INTUIT COM 461202103 347 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 320 562 SH SOLE 562 0 0 ISHARES TR US AER DEF ETF 464288760 82 501 SH SOLE 501 0 0 ISHARES TR CORE S&P TTL STK 464287150 45 650 SH SOLE 650 0 0 ISHARES TR CORE S&P US GWT 464287671 27 382 SH SOLE 382 0 0 ISHARES TR S&P 500 VAL ETF 464287408 14686 135716 SH SOLE 135716 0 0 ISHARES TR CORE S&P500 ETF 464287200 706 2279 SH SOLE 2279 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 31768 153108 SH SOLE 153108 0 0 ISHARES TR RUS 1000 ETF 464287622 287 1671 SH SOLE 1671 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 14099 125191 SH SOLE 125191 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 51263 267064 SH SOLE 267064 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2391 16696 SH SOLE 16696 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3109 31896 SH SOLE 31896 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 193 933 SH SOLE 933 0 0 ISHARES TR RUS MID CAP ETF 464287499 43 800 SH SOLE 800 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 35 455 SH SOLE 455 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 15 86 SH SOLE 86 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 146 2669 SH SOLE 2669 0 0 ISHARES TR U.S. REAL ES ETF 464287739 5 63 SH SOLE 63 0 0 ISHARES TR TRANS AVG ETF 464287192 6 37 SH SOLE 37 0 0 ISHARES TR U.S. TECH ETF 464287721 27 99 SH SOLE 99 0 0 ISHARES TR MRNGSTR LG-CP VL 464288109 10 100 SH SOLE 100 0 0 JOHNSON & JOHNSON COM 478160104 1015 7215 SH SOLE 7215 0 0 COCA COLA CO COM 191216100 331 7408 SH SOLE 7408 0 0 KOPIN CORP COM 500600101 27 20000 SH SOLE 20000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 266 1783 SH SOLE 1783 0 0 LILLY ELI & CO COM 532457108 254 1547 SH SOLE 1547 0 0 ISHARES TR IBOXX INV CP ETF 464287242 44 328 SH SOLE 328 0 0 MASTERCARD INCORPORATED CL A 57636Q104 722 2443 SH SOLE 2443 0 0 ISHARES TR MBS ETF 464288588 44 395 SH SOLE 395 0 0 MCDONALDS CORP COM 580135101 3800 20601 SH SOLE 20601 0 0 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 401 7995 SH SOLE 7995 0 0 Movado Group Inc COM 624580106 119 10935 SH SOLE 10935 0 0 MERCK & CO. INC COM 58933Y105 604 7815 SH SOLE 7815 0 0 MICROSOFT CORP COM 594918104 2582 12686 SH SOLE 12686 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8115 70321 SH SOLE 70321 0 0 ISHARES TR GLOBAL MATER ETF 464288695 9 145 SH SOLE 145 0 0 NIKE INC CL B 654106103 312 3186 SH SOLE 3186 0 0 NOVO-NORDISK A S ADR 670100205 204 3115 SH SOLE 3115 0 0 ORACLE CORP COM 68389X105 500 9054 SH SOLE 9054 0 0 PEPSICO INC COM 713448108 213 1609 SH SOLE 1609 0 0 PFIZER INC COM 717081103 1353 41374 SH SOLE 41374 0 0 PROGRESSIVE CORP OHIO COM 743315103 203 2528 SH SOLE 2528 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 158 11027 SH SOLE 11027 0 0 PPG INDS INC COM 693506107 3202 30191 SH SOLE 30191 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 2 19 SH SOLE 19 0 0 RPM INTL INC COM 749685103 206 2748 SH SOLE 2748 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 43 652 SH SOLE 652 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 36 497 SH SOLE 497 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 36 1209 SH SOLE 1209 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8 346 SH SOLE 346 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10 324 SH SOLE 324 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1 8 SH SOLE 8 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1 37 SH SOLE 37 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 2 53 SH SOLE 53 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4 83 SH SOLE 83 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9 166 SH SOLE 166 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 266 3588 SH SOLE 3588 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17 299 SH SOLE 299 0 0 ISHARES TR EAFE SML CP ETF 464288273 4892 91240 SH SOLE 91240 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2237 44850 SH SOLE 44850 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 53 607 SH SOLE 607 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 11276 104547 SH SOLE 104547 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 978 18930 SH SOLE 18930 0 0 TELEFLEX INCORPORATED COM 879369106 391 1074 SH SOLE 1074 0 0 ISHARES TR TIPS BD ETF 464287176 95 771 SH SOLE 771 0 0 TJX COS INC NEW COM 872540109 216 4269 SH SOLE 4269 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8 49 SH SOLE 49 0 0 TRAVELERS COMPANIES INC COM 89417E109 259 2274 SH SOLE 2274 0 0 TEXAS INSTRS INC COM 882508104 235 1848 SH SOLE 1848 0 0 UNITEDHEALTH GROUP INC COM 91324P102 281 953 SH SOLE 953 0 0 VISA INC COM CL A 92826C839 939 4862 SH SOLE 4862 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 75 513 SH SOLE 513 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4651 23302 SH SOLE 23302 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6171 57716 SH SOLE 57716 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 488 9705 SH SOLE 9705 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 6508 167763 SH SOLE 167763 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 51 1064 SH SOLE 1064 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7 142 SH SOLE 142 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 27 138 SH SOLE 138 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1256 15989 SH SOLE 15989 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1097 23520 SH SOLE 23520 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 5 33 SH SOLE 33 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6295 22211 SH SOLE 22211 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2 14 SH SOLE 14 0 0 VERISIGN INC COM 92343E102 336 1623 SH SOLE 1623 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4514 46715 SH SOLE 46715 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 301 4022 SH SOLE 4022 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6205 114618 SH SOLE 114618 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 278 1776 SH SOLE 1776 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 52231 524465 SH SOLE 524465 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 51614 255401 SH SOLE 255401 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 851 5954 SH SOLE 5954 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5238 132237 SH SOLE 132237 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 10 85 SH SOLE 85 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 208 3781 SH SOLE 3781 0 0 WALMART INC COM 931142103 478 3992 SH SOLE 3992 0 0 WSFS FINL CORP COM 929328102 249 8692 SH SOLE 8692 0 0 ESSENTIAL UTILS INC COM 29670G102 1482 35092 SH SOLE 35092 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 29 519 SH SOLE 519 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 43 1138 SH SOLE 1138 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 100 4336 SH SOLE 4336 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 51 743 SH SOLE 743 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 269 2573 SH SOLE 2573 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 33 570 SH SOLE 570 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 12 205 SH SOLE 205 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 103 1029 SH SOLE 1029 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 80 624 SH SOLE 624 0 0 EXXON MOBIL CORP COM 30231G102 342 7657 SH SOLE 7657 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 7 125 SH SOLE 125 0 0 ZOETIS INC CL A 98978V103 314 2293 SH SOLE 2293 0 0