0001398344-17-000615.txt : 20170118 0001398344-17-000615.hdr.sgml : 20170118 20170118155728 ACCESSION NUMBER: 0001398344-17-000615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170118 DATE AS OF CHANGE: 20170118 EFFECTIVENESS DATE: 20170118 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: 17533453 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 12-31-2016 12-31-2016 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 01-18-2017 0 70 227219 INFORMATION TABLE 2 fp0023432_13fhr-table.xml 13F INFORMATION TABLE Abbvie Inc COM 00287Y109 418 6675 SH SOLE 6675 0 0 Accelerate Diagnostics Inc COM 00430H102 270 13000 SH SOLE 13000 0 0 ALPHABET INC CAP STK CL C 02079K107 522 676 SH SOLE 676 0 0 ALPHABET INC CAP STK CL A 02079K305 485 612 SH SOLE 612 0 0 ALTRIA GROUP INC COM 02209S103 489 7237 SH SOLE 7237 0 0 AMGEN INC COM 031162100 494 3381 SH SOLE 3381 0 0 APPLE INC COM 037833100 1489 12855 SH SOLE 12855 0 0 AQUA AMERICA INC COM 03836W103 1411 46972 SH SOLE 46972 0 0 BOEING CO COM 097023105 210 1347 SH SOLE 1347 0 0 BRYN MAWR BK CORP COM 117665109 2494 59168 SH SOLE 59168 0 0 CSX CORP COM 126408103 333 9277 SH SOLE 9277 0 0 CAMPBELL SOUP CO COM 134429109 1232 20367 SH SOLE 20367 0 0 CHEVRON CORP NEW COM 166764100 528 4483 SH SOLE 4483 0 0 COCA COLA CO COM 191216100 393 9473 SH SOLE 9473 0 0 COLGATE PALMOLIVE CO COM 194162103 779 11901 SH SOLE 11901 0 0 DISNEY WALT CO COM DISNEY 254687106 428 4110 SH SOLE 4110 0 0 EXXON MOBIL CORP COM 30231G102 832 9219 SH SOLE 9219 0 0 FRANKLIN RES INC COM 354613101 257 6500 SH SOLE 6500 0 0 GENERAL ELECTRIC CO COM 369604103 559 17675 SH SOLE 17675 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 436 11313 SH SOLE 11313 0 0 GLOBALSTAR INC COM 378973408 27 17136 SH SOLE 17136 0 0 HOME DEPOT INC COM 437076102 254 1893 SH SOLE 1893 0 0 HONEYWELL INTL INC COM 438516106 218 1880 SH SOLE 1880 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 321 1932 SH SOLE 1932 0 0 ISHARES TR CORE S&P500 ETF 464287200 310 1377 SH SOLE 1377 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1518 43367 SH SOLE 43367 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 10570 86789 SH SOLE 86789 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3399 33527 SH SOLE 33527 0 0 ISHARES TR MSCI EAFE ETF 464287465 23921 414365 SH SOLE 414365 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12689 113262 SH SOLE 113262 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 26798 255465 SH SOLE 255465 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1421 11943 SH SOLE 11943 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1332 9880 SH SOLE 9880 0 0 ISHARES TR SP SMCP600VL ETF 464287879 784 5602 SH SOLE 5602 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 7136 67916 SH SOLE 67916 0 0 ISHARES TR EAFE SML CP ETF 464288273 249 5000 SH SOLE 5000 0 0 ISHARES TR NATIONAL MUN ETF 464288414 617 5705 SH SOLE 5705 0 0 ISHARES TR EAFE VALUE ETF 464288877 5414 114589 SH SOLE 114589 0 0 JOHNSON & JOHNSON COM 478160104 709 6150 SH SOLE 6150 0 0 MCDONALDS CORP COM 580135101 2570 21114 SH SOLE 21114 0 0 MERCK & CO INC COM 58933Y105 624 10596 SH SOLE 10596 0 0 MICROSOFT CORP COM 594918104 664 10689 SH SOLE 10689 0 0 PPG INDS INC COM COM 693506107 2859 30170 SH SOLE 30170 0 0 PFIZER INC COM 717081103 2435 74956 SH SOLE 74956 0 0 RPM INTL INC COM 749685103 223 4137 SH SOLE 4137 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 172 20597 SH SOLE 20597 0 0 REYNOLDS AMERICAN INC COM 761713106 289 5161 SH SOLE 5161 0 0 SCHLUMBERGER LTD COM 806857108 270 3220 SH SOLE 3220 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 104 11027 SH SOLE 11027 0 0 SPROTT PHYSICAL PLAT PALLAD UNIT 85207Q104 110 16000 SH SOLE 16000 0 0 3M CO COM 88579Y101 224 1252 SH SOLE 1252 0 0 TRAVELERS COMPANIES INC COM 89417E109 287 2345 SH SOLE 2345 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 19479 234485 SH SOLE 234485 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6941 189957 SH SOLE 189957 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4281 45533 SH SOLE 45533 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3299 92212 SH SOLE 92212 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1198 11441 SH SOLE 11441 0 0 VANGUARD NAT RES LLC COM UNIT 92205F106 8 12159 SH SOLE 12159 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 3467 68973 SH SOLE 68973 0 0 VANGUARD INDEX FDS REIT ETF 922908553 572 6935 SH SOLE 6935 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1386 10412 SH SOLE 10412 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3660 30246 SH SOLE 30246 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 650 6354 SH SOLE 6354 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 26716 239644 SH SOLE 239644 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 29498 317151 SH SOLE 317151 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2412 20919 SH SOLE 20919 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 239 4481 SH SOLE 4481 0 0 VISA INC COM CL A 92826C839 283 3632 SH SOLE 3632 0 0 WAL-MART STORES INC COM 931142103 258 3738 SH SOLE 3738 0 0 WELLS FARGO & CO NEW COM 949746101 295 5353 SH SOLE 5353 0 0