0001398344-18-000505.txt : 20180112
0001398344-18-000505.hdr.sgml : 20180112
20180112102333
ACCESSION NUMBER: 0001398344-18-000505
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180112
DATE AS OF CHANGE: 20180112
EFFECTIVENESS DATE: 20180112
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: 18524977
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
12-31-2017
12-31-2017
false
Independence Advisors, LLC
620 Lee Road, Suite 100
Wayne
PA
19087
13F HOLDINGS REPORT
028-17479
N
Barbara Richardson
Chief Compliance Officer
484-321-5433
/s/ Barbara Richardson
Wayne
PA
01-11-2018
0
76
296318
INFORMATION TABLE
2
fp0030124_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2353
13901
SH
SOLE
13901
0
0
Abbvie Inc
COM
00287Y109
529
5474
SH
SOLE
5474
0
0
AMGEN INC
COM
031162100
595
3420
SH
SOLE
3420
0
0
Accelerate Diagnostics Inc
COM
00430H102
341
13000
SH
SOLE
13000
0
0
BOEING CO
COM
097023105
393
1331
SH
SOLE
1331
0
0
FRANKLIN RES INC
COM
354613101
257
5937
SH
SOLE
5937
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
22676
270498
SH
SOLE
270498
0
0
BRYN MAWR BK CORP
COM
117665109
2615
59168
SH
SOLE
59168
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
306
1545
SH
SOLE
1545
0
0
COLGATE PALMOLIVE CO
COM
194162103
898
11901
SH
SOLE
11901
0
0
CAMPBELL SOUP CO
COM
134429109
1468
30511
SH
SOLE
30511
0
0
CSX CORP
COM
126408103
510
9277
SH
SOLE
9277
0
0
CHEVRON CORP NEW
COM
166764100
527
4207
SH
SOLE
4207
0
0
DISNEY WALT CO
COM DISNEY
254687106
445
4142
SH
SOLE
4142
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
1463
31051
SH
SOLE
31051
0
0
ISHARES TR
MSCI EAFE ETF
464287465
33494
476372
SH
SOLE
476372
0
0
ISHARES TR
EAFE VALUE ETF
464288877
6126
110974
SH
SOLE
110974
0
0
REPUBLIC FIRST BANCORP INC
COM
760416107
174
20597
SH
SOLE
20597
0
0
ALPHABET INC
CAP STK CL C
02079K107
719
687
SH
SOLE
687
0
0
ALPHABET INC
CAP STK CL A
02079K305
680
646
SH
SOLE
646
0
0
GLOBALSTAR INC
COM
378973408
22
17136
SH
SOLE
17136
0
0
HOME DEPOT INC
COM
437076102
359
1896
SH
SOLE
1896
0
0
HONEYWELL INTL INC
COM
438516106
258
1680
SH
SOLE
1680
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
300
1955
SH
SOLE
1955
0
0
ISHARES TR
IBONDS SEP20 ETF
46434V571
252
9950
SH
SOLE
9950
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
680
4427
SH
SOLE
4427
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
208
569
SH
SOLE
569
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
3508
30707
SH
SOLE
30707
0
0
ISHARES TR
CORE S&P500 ETF
464287200
373
1389
SH
SOLE
1389
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
12174
79690
SH
SOLE
79690
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
13331
107214
SH
SOLE
107214
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
34018
252581
SH
SOLE
252581
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1551
10174
SH
SOLE
10174
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
1451
11536
SH
SOLE
11536
0
0
JOHNSON & JOHNSON
COM
478160104
780
5585
SH
SOLE
5585
0
0
COCA COLA CO
COM
191216100
410
8940
SH
SOLE
8940
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
288
1900
SH
SOLE
1900
0
0
MCDONALDS CORP
COM
580135101
3617
21017
SH
SOLE
21017
0
0
3M CO
COM
88579Y101
262
1115
SH
SOLE
1115
0
0
ALTRIA GROUP INC
COM
02209S103
451
6321
SH
SOLE
6321
0
0
MERCK & CO INC
COM
58933Y105
436
7757
SH
SOLE
7757
0
0
MICROSOFT CORP
COM
594918104
876
10246
SH
SOLE
10246
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
909
8205
SH
SOLE
8205
0
0
NUTRI SYS INC NEW
COM
67069D108
277
5269
SH
SOLE
5269
0
0
PRICELINE GRP INC
COM NEW
741503403
226
130
SH
SOLE
130
0
0
PFIZER INC
COM
717081103
1546
42688
SH
SOLE
42688
0
0
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
117
11027
SH
SOLE
11027
0
0
PPG INDS INC
COM
693506107
3511
30055
SH
SOLE
30055
0
0
RPM INTL INC
COM
749685103
212
4044
SH
SOLE
4044
0
0
ISHARES TR
EAFE SML CP ETF
464288273
323
5000
SH
SOLE
5000
0
0
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
5243
109425
SH
SOLE
109425
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
19696
187814
SH
SOLE
187814
0
0
TELEFLEX INC
COM
879369106
276
1108
SH
SOLE
1108
0
0
TRAVELERS COMPANIES INC
COM
89417E109
309
2278
SH
SOLE
2278
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
214
969
SH
SOLE
969
0
0
VISA INC
COM CL A
92826C839
427
3742
SH
SOLE
3742
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1346
8365
SH
SOLE
8365
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3732
28106
SH
SOLE
28106
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
1147
11595
SH
SOLE
11595
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
8116
180919
SH
SOLE
180919
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
572
6892
SH
SOLE
6892
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
310
5128
SH
SOLE
5128
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
227
1779
SH
SOLE
1779
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
5151
43205
SH
SOLE
43205
0
0
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
7767
150314
SH
SOLE
150314
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2994
21816
SH
SOLE
21816
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
37967
357100
SH
SOLE
357100
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
33539
238460
SH
SOLE
238460
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
762
6214
SH
SOLE
6214
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3968
86436
SH
SOLE
86436
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
222
4203
SH
SOLE
4203
0
0
WELLS FARGO CO NEW
COM
949746101
287
4724
SH
SOLE
4724
0
0
WAL-MART STORES INC
COM
931142103
356
3610
SH
SOLE
3610
0
0
WSFS FINL CORP
COM
929328102
416
8692
SH
SOLE
8692
0
0
AQUA AMERICA INC
COM
03836W103
1258
32058
SH
SOLE
32058
0
0
EXXON MOBIL CORP
COM
30231G102
719
8600
SH
SOLE
8600
0
0