0001398344-20-021344.txt : 20201104 0001398344-20-021344.hdr.sgml : 20201104 20201104093834 ACCESSION NUMBER: 0001398344-20-021344 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201104 DATE AS OF CHANGE: 20201104 EFFECTIVENESS DATE: 20201104 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: 201285441 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 09-30-2020 09-30-2020 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 11-02-2020 0 170 465933 INFORMATION TABLE 2 fp0058570_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 263 2417 SH SOLE 2417 0 0 ABBVIE INC COM 00287Y109 344 3929 SH SOLE 3929 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 139 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 310 1042 SH SOLE 1042 0 0 AMAZON COM INC COM 023135106 765 243 SH SOLE 243 0 0 AMGEN INC COM 031162100 849 3340 SH SOLE 3340 0 0 ANNOVIS BIO INC COM 03615A108 219 45598 SH SOLE 45598 0 0 APPLE INC COM 037833100 6421 55445 SH SOLE 55445 0 0 BOOKING HOLDINGS INC COM 09857L108 265 155 SH SOLE 155 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 567 2661 SH SOLE 2661 0 0 BLOOM ENERGY CORP COM CL A 093712107 186 10348 SH SOLE 10348 0 0 BOEING CO COM 097023105 221 1338 SH SOLE 1338 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 207 3433 SH SOLE 3433 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 3 1200 SH SOLE 1200 0 0 BRYN MAWR BK CORP COM 117665109 1472 59168 SH SOLE 59168 0 0 CELLECTAR BIOSCIENCES INC COM PAR 15117F500 12 10000 SH SOLE 10000 0 0 CHEVRON CORP NEW COM 166764100 275 3823 SH SOLE 3823 0 0 COCA COLA CO COM 191216100 322 6532 SH SOLE 6532 0 0 ISHARES TR COHEN STEER REIT 464287564 76 747 SH SOLE 747 0 0 COLGATE PALMOLIVE CO COM 194162103 1000 12963 SH SOLE 12963 0 0 COMCAST CORP NEW CL A 20030N101 486 10511 SH SOLE 10511 0 0 COSTCO WHSL CORP NEW COM 22160K105 447 1258 SH SOLE 1258 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 219 1316 SH SOLE 1316 0 0 CSX CORP COM 126408103 667 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 490 3953 SH SOLE 3953 0 0 ESSENTIAL UTILS INC COM 29670G102 1402 34822 SH SOLE 34822 0 0 EXXON MOBIL CORP COM 30231G102 267 7769 SH SOLE 7769 0 0 FACEBOOK INC CL A 30303M102 262 1002 SH SOLE 1002 0 0 GLOBAL PMTS INC COM 37940X102 224 1260 SH SOLE 1260 0 0 GLOBALSTAR INC COM 378973408 5 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 959 654 SH SOLE 654 0 0 ALPHABET INC CAP STK CL C 02079K107 957 651 SH SOLE 651 0 0 HOME DEPOT INC COM 437076102 497 1790 SH SOLE 1790 0 0 HONEYWELL INTL INC COM 438516106 292 1773 SH SOLE 1773 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 270 2217 SH SOLE 2217 0 0 INTUIT COM 461202103 382 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 399 562 SH SOLE 562 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 53 607 SH SOLE 607 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 24 180 SH SOLE 180 0 0 ISHARES TR MBS ETF 464288588 50 451 SH SOLE 451 0 0 ISHARES TR CORE MSCI EAFE 46432F842 72 1194 SH SOLE 1194 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 156 2669 SH SOLE 2669 0 0 ISHARES TR CORE S&P MCP ETF 464287507 75 406 SH SOLE 406 0 0 ISHARES TR CORE S&P TTL STK 464287150 49 650 SH SOLE 650 0 0 ISHARES TR CORE S&P US GWT 464287671 31 382 SH SOLE 382 0 0 ISHARES TR GLOBAL MATER ETF 464288695 10 145 SH SOLE 145 0 0 ISHARES TR NASDAQ BIOTECH 464287556 114 840 SH SOLE 840 0 0 ISHARES TR NATIONAL MUN ETF 464288414 7847 67685 SH SOLE 67685 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3185 32066 SH SOLE 32066 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 17 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 401 7995 SH SOLE 7995 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 11135 103005 SH SOLE 103005 0 0 ISHARES TR 20 YR TR BD ETF 464287432 9 54 SH SOLE 54 0 0 ISHARES TR TIPS BD ETF 464287176 95 748 SH SOLE 748 0 0 ISHARES TR CORE US AGGBD ET 464287226 249 2111 SH SOLE 2111 0 0 ISHARES TR US AER DEF ETF 464288760 79 501 SH SOLE 501 0 0 ISHARES TR IBOXX INV CP ETF 464287242 47 350 SH SOLE 350 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 55 901 SH SOLE 901 0 0 ISHARES TR MRNGSTR LG-CP VL 464288109 10 100 SH SOLE 100 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 23 302 SH SOLE 302 0 0 ISHARES TR MSCI EAFE ETF 464287465 53508 840660 SH SOLE 840660 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2771 62850 SH SOLE 62850 0 0 ISHARES TR EAFE SML CP ETF 464288273 5367 90989 SH SOLE 90989 0 0 ISHARES TR EAFE VALUE ETF 464288877 13570 336310 SH SOLE 336310 0 0 ISHARES TR RUS 1000 ETF 464287622 297 1587 SH SOLE 1587 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 56072 258527 SH SOLE 258527 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 14652 124033 SH SOLE 124033 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2440 16292 SH SOLE 16292 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 207 933 SH SOLE 933 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 37 455 SH SOLE 455 0 0 ISHARES TR RUS MID CAP ETF 464287499 46 800 SH SOLE 800 0 0 ISHARES TR CORE S&P500 ETF 464287200 766 2279 SH SOLE 2279 0 0 ISHARES TR S&P SML 600 GWT 464287887 274 1553 SH SOLE 1553 0 0 ISHARES TR SP SMCP600VL ETF 464287879 5808 47444 SH SOLE 47444 0 0 ISHARES TR CORE S&P SCP ETF 464287804 29 411 SH SOLE 411 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 34165 147850 SH SOLE 147850 0 0 ISHARES TR S&P 500 VAL ETF 464287408 15131 134559 SH SOLE 134559 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 32 591 SH SOLE 591 0 0 ISHARES TR TRANS AVG ETF 464287192 7 37 SH SOLE 37 0 0 ISHARES TR U.S. REAL ES ETF 464287739 5 63 SH SOLE 63 0 0 JOHNSON & JOHNSON COM 478160104 1067 7170 SH SOLE 7170 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 322 1783 SH SOLE 1783 0 0 KOPIN CORP COM 500600101 28 20000 SH SOLE 20000 0 0 LILLY ELI & CO COM 532457108 226 1527 SH SOLE 1527 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 87 1564 SH SOLE 1564 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 93 2379 SH SOLE 2379 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 22 1035 SH SOLE 1035 0 0 MASTERCARD INCORPORATED CL A 57636Q104 826 2443 SH SOLE 2443 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 33 519 SH SOLE 519 0 0 MCCORMICK & CO INC COM NON VTG 579780206 211 1086 SH SOLE 1086 0 0 MCDONALDS CORP COM 580135101 4532 20649 SH SOLE 20649 0 0 MERCK & CO. INC COM 58933Y105 628 7567 SH SOLE 7567 0 0 MICROSOFT CORP COM 594918104 2668 12686 SH SOLE 12686 0 0 MOVADO GROUP INC COM 624580106 163 16444 SH SOLE 16444 0 0 ISHARES TR U.S. TECH ETF 464287721 15 49 SH SOLE 49 0 0 NETFLIX INC COM 64110L106 216 431 SH SOLE 431 0 0 NIKE INC CL B 654106103 400 3186 SH SOLE 3186 0 0 NOVO-NORDISK A S ADR 670100205 216 3115 SH SOLE 3115 0 0 ORACLE CORP COM 68389X105 503 8428 SH SOLE 8428 0 0 PEPSICO INC COM 713448108 223 1609 SH SOLE 1609 0 0 PFIZER INC COM 717081103 1518 41374 SH SOLE 41374 0 0 PPG INDS INC COM 693506107 3686 30191 SH SOLE 30191 0 0 PROGRESSIVE CORP COM 743315103 263 2773 SH SOLE 2773 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 53 26597 SH SOLE 26597 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 28 547 SH SOLE 547 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 289 3588 SH SOLE 3588 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10 356 SH SOLE 356 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11 335 SH SOLE 335 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 39 1209 SH SOLE 1209 0 0 SCHWAB STRATEGIC TR LONG TERM US 808524680 2 37 SH SOLE 37 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 2 53 SH SOLE 53 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 58 1028 SH SOLE 1028 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 42 528 SH SOLE 528 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 5 83 SH SOLE 83 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 2 52 SH SOLE 52 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 45 652 SH SOLE 652 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 88 600 SH SOLE 600 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 75 3127 SH SOLE 3127 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 105 1000 SH SOLE 1000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 65 841 SH SOLE 841 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 286 2453 SH SOLE 2453 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 25 385 SH SOLE 385 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 35 1157 SH SOLE 1157 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10 162 SH SOLE 162 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 2 19 SH SOLE 19 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 983 18930 SH SOLE 18930 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2237 44850 SH SOLE 44850 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 5 125 SH SOLE 125 0 0 TELEFLEX INCORPORATED COM 879369106 366 1074 SH SOLE 1074 0 0 TESLA INC COM 88160R101 218 508 SH SOLE 508 0 0 TEXAS INSTRS INC COM 882508104 264 1848 SH SOLE 1848 0 0 TJX COS INC NEW COM 872540109 234 4208 SH SOLE 4208 0 0 TRAVELERS COMPANIES INC COM 89417E109 246 2274 SH SOLE 2274 0 0 UNITEDHEALTH GROUP INC COM 91324P102 300 963 SH SOLE 963 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 28340 303165 SH SOLE 303165 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 430 4874 SH SOLE 4874 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 11 85 SH SOLE 85 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1442 29668 SH SOLE 29668 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 28 138 SH SOLE 138 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 54949 241418 SH SOLE 241418 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3 14 SH SOLE 14 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4944 23002 SH SOLE 23002 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 57299 548263 SH SOLE 548263 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1240 15698 SH SOLE 15698 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6070 54867 SH SOLE 54867 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 303 1777 SH SOLE 1777 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5657 130833 SH SOLE 130833 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4629 43964 SH SOLE 43964 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 313 3884 SH SOLE 3884 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 53 1055 SH SOLE 1055 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 916 5854 SH SOLE 5854 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 6 33 SH SOLE 33 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7 142 SH SOLE 142 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6765 21988 SH SOLE 21988 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 270 2819 SH SOLE 2819 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 601 7232 SH SOLE 7232 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24 292 SH SOLE 292 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 79 513 SH SOLE 513 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6179 113507 SH SOLE 113507 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7042 172171 SH SOLE 172171 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 393 9744 SH SOLE 9744 0 0 VERISIGN INC COM 92343E102 332 1623 SH SOLE 1623 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 225 3781 SH SOLE 3781 0 0 VISA INC COM CL A 92826C839 1020 5102 SH SOLE 5102 0 0 WALMART INC COM 931142103 560 3999 SH SOLE 3999 0 0 WSFS FINL CORP COM 929328102 234 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 380 2299 SH SOLE 2299 0 0