0001398344-17-013141.txt : 20171016 0001398344-17-013141.hdr.sgml : 20171016 20171016121710 ACCESSION NUMBER: 0001398344-17-013141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171016 DATE AS OF CHANGE: 20171016 EFFECTIVENESS DATE: 20171016 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: 171138126 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 09-30-2017 09-30-2017 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 10-11-2017 0 71 251019 INFORMATION TABLE 2 fp0028400_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 1958 12702 SH SOLE 12702 0 0 Abbvie Inc COM 00287Y109 496 5577 SH SOLE 5577 0 0 AMGEN INC COM 031162100 630 3381 SH SOLE 3381 0 0 AMAZON COM INC COM 023135106 275 286 SH SOLE 286 0 0 Accelerate Diagnostics Inc COM 00430H102 292 13000 SH SOLE 13000 0 0 BOEING CO COM 097023105 338 1331 SH SOLE 1331 0 0 FRANKLIN RES INC COM 354613101 264 5937 SH SOLE 5937 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 21587 254979 SH SOLE 254979 0 0 BRYN MAWR BK CORP COM 117665109 2592 59168 SH SOLE 59168 0 0 BERKSHIRE HATHAWAY INC CL B - 084670702 287 1567 SH SOLE 1567 0 0 CAMPBELL SOUP CO COM 134429109 2026 43266 SH SOLE 43266 0 0 CSX CORP COM 126408103 512 9439 SH SOLE 9439 0 0 CHEVRON CORP NEW COM 166764100 497 4232 SH SOLE 4232 0 0 DISNEY WALT CO COM DISNEY 254687106 465 4720 SH SOLE 4720 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1818 40571 SH SOLE 40571 0 0 ISHARES TR MSCI EAFE ETF 464287465 31160 455026 SH SOLE 455026 0 0 ISHARES TR EAFE VALUE ETF 464288877 6126 112189 SH SOLE 112189 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 191 20597 SH SOLE 20597 0 0 GENERAL ELECTRIC CO COM 369604103 420 17385 SH SOLE 17385 0 0 GLOBALSTAR INC COM 378973408 28 17136 SH SOLE 17136 0 0 HOME DEPOT INC COM 437076102 310 1896 SH SOLE 1896 0 0 HONEYWELL INTL INC COM 438516106 242 1709 SH SOLE 1709 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 283 1949 SH SOLE 1949 0 0 ISHARES TR SP SMCP600VL ETF 464287879 763 5147 SH SOLE 5147 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3347 31021 SH SOLE 31021 0 0 ISHARES TR CORE S&P500 ETF 464287200 365 1443 SH SOLE 1443 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 11712 81663 SH SOLE 81663 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12759 107663 SH SOLE 107663 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 31451 251488 SH SOLE 251488 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1433 9674 SH SOLE 9674 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1463 11789 SH SOLE 11789 0 0 JOHNSON & JOHNSON COM 478160104 762 5860 SH SOLE 5860 0 0 COCA COLA CO COM 191216100 420 9340 SH SOLE 9340 0 0 MASTERCARD INCORPORATED CL A 57636Q104 268 1900 SH SOLE 1900 0 0 MCDONALDS CORP COM 580135101 3377 21555 SH SOLE 21555 0 0 3M CO COM 88579Y101 234 1115 SH SOLE 1115 0 0 ALTRIA GROUP INC COM 02209S103 440 6940 SH SOLE 6940 0 0 MERCK & CO INC COM 58933Y105 497 7757 SH SOLE 7757 0 0 MICROSOFT CORP COM 594918104 763 10246 SH SOLE 10246 0 0 ISHARES TR NATIONAL MUN ETF 464288414 480 4325 SH SOLE 4325 0 0 NUTRI SYS INC NEW COM 67069D108 295 5269 SH SOLE 5269 0 0 PRICELINE GRP INC COM NEW 741503403 238 130 SH SOLE 130 0 0 PEPSICO INC COM 713448108 218 1959 SH SOLE 1959 0 0 PFIZER INC COM 717081103 1537 43063 SH SOLE 43063 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 115 11027 SH SOLE 11027 0 0 PHILIP MORRIS INTL INC COM 718172109 245 2207 SH SOLE 2207 0 0 PPG INDS INC COM 693506107 3270 30090 SH SOLE 30090 0 0 RPM INTL INC COM 749685103 208 4044 SH SOLE 4044 0 0 ISHARES TR EAFE SML CP ETF 464288273 310 5000 SH SOLE 5000 0 0 VISA INC COM CL A 92826C839 395 3752 SH SOLE 3752 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1476 9668 SH SOLE 9668 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3624 28359 SH SOLE 28359 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1077 11504 SH SOLE 11504 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8188 188631 SH SOLE 188631 0 0 VANGUARD INDEX FDS REIT ETF 922908553 554 6667 SH SOLE 6667 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 304 5122 SH SOLE 5122 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 217 1779 SH SOLE 1779 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5080 44204 SH SOLE 44204 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 205 2893 SH SOLE 2893 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 3946 76379 SH SOLE 76379 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2813 21717 SH SOLE 21717 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 34290 343517 SH SOLE 343517 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 31512 237378 SH SOLE 237378 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 717 6214 SH SOLE 6214 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3863 88658 SH SOLE 88658 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 212 4277 SH SOLE 4277 0 0 WELLS FARGO CO NEW COM 949746101 293 5312 SH SOLE 5312 0 0 WAL-MART STORES INC COM 931142103 282 3610 SH SOLE 3610 0 0 WSFS FINL CORP COM 929328102 424 8692 SH SOLE 8692 0 0 AQUA AMERICA INC COM 03836W103 1064 32057 SH SOLE 32057 0 0 EXXON MOBIL CORP COM 30231G102 717 8749 SH SOLE 8749 0 0