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 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