0001398344-19-001536.txt : 20190131 0001398344-19-001536.hdr.sgml : 20190131 20190131110025 ACCESSION NUMBER: 0001398344-19-001536 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190131 DATE AS OF CHANGE: 20190131 EFFECTIVENESS DATE: 20190131 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: 19554147 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 12-31-2018 12-31-2018 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 01-28-2019 0 88 300743
INFORMATION TABLE 2 fp0038821_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 212 1113 SH SOLE 1113 0 0 Abbvie Inc COM 00287Y109 476 5162 SH SOLE 5162 0 0 Accelerate Diagnostics Inc COM 00430H102 150 13000 SH SOLE 13000 0 0 ALTRIA GROUP INC COM 02209S103 272 5503 SH SOLE 5503 0 0 AMAZON COM INC COM 023135106 249 166 SH SOLE 166 0 0 AMGEN INC COM 031162100 689 3537 SH SOLE 3537 0 0 APPLE INC COM 037833100 2104 13337 SH SOLE 13337 0 0 AQUA AMERICA INC COM 03836W103 1096 32062 SH SOLE 32062 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 201 1534 SH SOLE 1534 0 0 BOOKING HLDGS INC COM 09857L108 220 128 SH SOLE 128 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 457 2237 SH SOLE 2237 0 0 BOEING CO COM 097023105 436 1352 SH SOLE 1352 0 0 BRYN MAWR BK CORP COM 117665109 2035 59168 SH SOLE 59168 0 0 CAMPBELL SOUP CO COM 134429109 735 22288 SH SOLE 22288 0 0 CHEVRON CORP NEW COM 166764100 477 4385 SH SOLE 4385 0 0 COCA COLA CO COM 191216100 368 7768 SH SOLE 7768 0 0 COLGATE PALMOLIVE CO COM 194162103 708 11901 SH SOLE 11901 0 0 COMCAST CORP NEW CL A 20030N101 287 8435 SH SOLE 8435 0 0 COSTCO WHSL CORP NEW COM 22160K105 215 1054 SH SOLE 1054 0 0 CSX CORP COM 126408103 541 8708 SH SOLE 8708 0 0 DISNEY WALT CO COM DISNEY 254687106 456 4163 SH SOLE 4163 0 0 EVOFEM BIOSCIENCES INC COM 30048L104 42 10000 SH SOLE 10000 0 0 EXXON MOBIL CORP COM 30231G102 597 8754 SH SOLE 8754 0 0 GLOBALSTAR INC COM 378973408 11 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 676 647 SH SOLE 647 0 0 ALPHABET INC CAP STK CL C 02079K107 637 615 SH SOLE 615 0 0 HOME DEPOT INC COM 437076102 346 2014 SH SOLE 2014 0 0 HONEYWELL INTL INC COM 438516106 222 1680 SH SOLE 1680 0 0 INTEL CORP COM 458140100 201 4288 SH SOLE 4288 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 235 2064 SH SOLE 2064 0 0 INTUIT COM 461202103 231 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 307 640 SH SOLE 640 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8558 78488 SH SOLE 78488 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1432 13320 SH SOLE 13320 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 499 9995 SH SOLE 9995 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 14540 137951 SH SOLE 137951 0 0 ISHARES TR MSCI EAFE ETF 464287465 30183 513489 SH SOLE 513489 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1263 32325 SH SOLE 32325 0 0 ISHARES TR EAFE SML CP ETF 464288273 748 14434 SH SOLE 14434 0 0 ISHARES TR EAFE VALUE ETF 464288877 8872 196188 SH SOLE 196188 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 34325 262202 SH SOLE 262202 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 13294 119715 SH SOLE 119715 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1481 11062 SH SOLE 11062 0 0 ISHARES TR CORE S&P500 ETF 464287200 359 1426 SH SOLE 1426 0 0 ISHARES TR S&P SML 600 GWT 464287887 615 3815 SH SOLE 3815 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1980 15017 SH SOLE 15017 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 13549 89926 SH SOLE 89926 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3049 30146 SH SOLE 30146 0 0 JOHNSON & JOHNSON COM 478160104 708 5483 SH SOLE 5483 0 0 MASTERCARD INCORPORATED CL A 57636Q104 375 1986 SH SOLE 1986 0 0 MCDONALDS CORP COM 580135101 3751 21124 SH SOLE 21124 0 0 MERCK & CO INC COM 58933Y105 584 7637 SH SOLE 7637 0 0 MICROSOFT CORP COM 594918104 1083 10661 SH SOLE 10661 0 0 NUTRI SYS INC NEW COM 67069D108 231 5269 SH SOLE 5269 0 0 ORACLE CORP COM 68389X105 230 5084 SH SOLE 5084 0 0 PEPSICO INC COM 713448108 208 1886 SH SOLE 1886 0 0 PFIZER INC COM 717081103 1783 40852 SH SOLE 40852 0 0 PPG INDS INC COM 693506107 3067 30005 SH SOLE 30005 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 123 20597 SH SOLE 20597 0 0 RPM INTL INC COM 749685103 200 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 226 3785 SH SOLE 3785 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 911 18930 SH SOLE 18930 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2155 44850 SH SOLE 44850 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 114 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 286 1108 SH SOLE 1108 0 0 TRAVELERS COMPANIES INC COM 89417E109 273 2278 SH SOLE 2278 0 0 UNITEDHEALTH GROUP INC COM 91324P102 241 968 SH SOLE 968 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 24958 307027 SH SOLE 307027 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1867 35631 SH SOLE 35631 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 33421 248794 SH SOLE 248794 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 213 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1612 10706 SH SOLE 10706 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 35566 363105 SH SOLE 363105 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1147 15379 SH SOLE 15379 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5426 47572 SH SOLE 47572 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 361 2832 SH SOLE 2832 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4645 121916 SH SOLE 121916 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 7279 76881 SH SOLE 76881 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 689 5999 SH SOLE 5999 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 6955 136244 SH SOLE 136244 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6594 177725 SH SOLE 177725 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 904 11721 SH SOLE 11721 0 0 VERISIGN INC COM 92343E102 246 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 209 3722 SH SOLE 3722 0 0 VISA INC COM CL A 92826C839 511 3873 SH SOLE 3873 0 0 WALMART INC COM 931142103 336 3610 SH SOLE 3610 0 0 WELLS FARGO CO NEW COM 949746101 288 6249 SH SOLE 6249 0 0 WSFS FINL CORP COM 929328102 330 8692 SH SOLE 8692 0 0