0001398344-17-004607.txt : 20170406 0001398344-17-004607.hdr.sgml : 20170406 20170406123319 ACCESSION NUMBER: 0001398344-17-004607 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170406 DATE AS OF CHANGE: 20170406 EFFECTIVENESS DATE: 20170406 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: 17745082 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 03-31-2017 03-31-2017 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 04-05-2017 0 78 238612 INFORMATION TABLE 2 fp0025092_13fhr-table.xml 13F INFORMATION TABLE BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 242 1452 SH SOLE 1452 0 0 ABBVIE INC COM 00287Y109 435 6675 SH SOLE 6675 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 315 13000 SH SOLE 13000 0 0 ALPHABET INC CAP STK CL C 02079K107 561 676 SH SOLE 676 0 0 ALPHABET INC CAP STK CL A 02079K305 519 612 SH SOLE 612 0 0 ALTRIA GROUP INC COM 02209S103 513 7187 SH SOLE 7187 0 0 AMGEN INC COM 031162100 555 3381 SH SOLE 3381 0 0 APPLE INC COM 037833100 1819 12661 SH SOLE 12661 0 0 AQUA AMERICA INC COM 03836W103 973 30273 SH SOLE 30273 0 0 BOEING CO COM 097023105 238 1347 SH SOLE 1347 0 0 BRYN MAWR BK CORP COM 117665109 2337 59168 SH SOLE 59168 0 0 CSX CORP COM 126408103 432 9277 SH SOLE 9277 0 0 CAMPBELL SOUP CO COM 134429109 1166 20367 SH SOLE 20367 0 0 CELGENE CORP COM 151020104 205 1650 SH SOLE 1650 0 0 CHEVRON CORP NEW COM 166764100 477 4441 SH SOLE 4441 0 0 COCA COLA CO COM 191216100 411 9673 SH SOLE 9673 0 0 COLGATE PALMOLIVE CO COM 194162103 871 11901 SH SOLE 11901 0 0 DISNEY WALT CO COM DISNEY 254687106 466 4110 SH SOLE 4110 0 0 EXXON MOBIL CORP COM 30231G102 765 9324 SH SOLE 9324 0 0 FRANKLIN RES INC COM 354613101 274 6500 SH SOLE 6500 0 0 GENERAL ELECTRIC CO COM 369604103 501 16813 SH SOLE 16813 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 428 10158 SH SOLE 10158 0 0 GLOBALSTAR INC COM 378973408 27 17136 SH SOLE 17136 0 0 HOME DEPOT INC COM 437076102 278 1893 SH SOLE 1893 0 0 HONEYWELL INTL INC COM 438516106 243 1945 SH SOLE 1945 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 337 1937 SH SOLE 1937 0 0 ISHARES TR CORE S&P500 ETF 464287200 332 1401 SH SOLE 1401 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1698 43101 SH SOLE 43101 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 11224 85341 SH SOLE 85341 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3381 32496 SH SOLE 32496 0 0 ISHARES TR MSCI EAFE ETF 464287465 26386 423594 SH SOLE 423594 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12863 111907 SH SOLE 111907 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 28566 251022 SH SOLE 251022 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1393 11789 SH SOLE 11789 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1358 9880 SH SOLE 9880 0 0 ISHARES TR SP SMCP600VL ETF 464287879 777 5602 SH SOLE 5602 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 8181 77476 SH SOLE 77476 0 0 ISHARES TR EAFE SML CP ETF 464288273 271 5000 SH SOLE 5000 0 0 ISHARES TR NATIONAL MUN ETF 464288414 471 4325 SH SOLE 4325 0 0 ISHARES TR EAFE VALUE ETF 464288877 5732 113951 SH SOLE 113951 0 0 JOHNSON & JOHNSON COM 478160104 777 6239 SH SOLE 6239 0 0 KIMBERLY CLARK CORP COM 494368103 202 1536 SH SOLE 1536 0 0 MASTERCARD INCORPORATED CL A 57636Q104 214 1900 SH SOLE 1900 0 0 MCDONALDS CORP COM 580135101 2712 20922 SH SOLE 20922 0 0 MERCK & CO INC COM 58933Y105 663 10434 SH SOLE 10434 0 0 MICROSOFT CORP COM 594918104 671 10189 SH SOLE 10189 0 0 NUTRI SYS INC NEW COM 67069D108 292 5269 SH SOLE 5269 0 0 PPG INDS INC COM 693506107 3176 30223 SH SOLE 30223 0 0 PFIZER INC COM 717081103 1683 49195 SH SOLE 49195 0 0 PHILIP MORRIS INTL INC COM 718172109 244 2162 SH SOLE 2162 0 0 PRICELINE GRP INC COM NEW 741503403 221 124 SH SOLE 124 0 0 RPM INTL INC COM 749685103 223 4044 SH SOLE 4044 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 171 20597 SH SOLE 20597 0 0 REYNOLDS AMERICAN INC COM 761713106 325 5161 SH SOLE 5161 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 113 11027 SH SOLE 11027 0 0 SPROTT PHYSICAL PLAT PALLAD UNIT 85207Q104 116 15000 SH SOLE 15000 0 0 TELEFLEX INC COM 879369106 215 1108 SH SOLE 1108 0 0 3M CO COM 88579Y101 235 1227 SH SOLE 1227 0 0 TRAVELERS COMPANIES INC COM 89417E109 275 2278 SH SOLE 2278 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 20326 243106 SH SOLE 243106 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 7470 190074 SH SOLE 190074 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 273 5121 SH SOLE 5121 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4687 45661 SH SOLE 45661 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 200 3063 SH SOLE 3063 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3627 91306 SH SOLE 91306 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1109 11471 SH SOLE 11471 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 3582 70731 SH SOLE 70731 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 201 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS REIT ETF 922908553 557 6747 SH SOLE 6747 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1423 10117 SH SOLE 10117 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3703 30140 SH SOLE 30140 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 672 6214 SH SOLE 6214 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 28675 235695 SH SOLE 235695 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 30462 319405 SH SOLE 319405 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 218 4481 SH SOLE 4481 0 0 VISA INC COM CL A 92826C839 323 3632 SH SOLE 3632 0 0 WAL-MART STORES INC COM 931142103 260 3610 SH SOLE 3610 0 0 WELLS FARGO & CO NEW COM 949746101 299 5363 SH SOLE 5363 0 0