0001398344-18-005291.txt : 20180406 0001398344-18-005291.hdr.sgml : 20180406 20180406142154 ACCESSION NUMBER: 0001398344-18-005291 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180406 DATE AS OF CHANGE: 20180406 EFFECTIVENESS DATE: 20180406 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: 18742846 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 03-31-2018 03-31-2018 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 04-06-2018 0 76 303114 INFORMATION TABLE 2 fp0032475_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 253 1152 SH SOLE 1152 0 0 ABBVIE INC COM 00287Y109 471 4975 SH SOLE 4975 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 297 13000 SH SOLE 13000 0 0 ALTRIA GROUP INC COM 02209S103 384 6159 SH SOLE 6159 0 0 AMAZON COM INC COM 023135106 233 161 SH SOLE 161 0 0 AMGEN INC COM 031162100 576 3381 SH SOLE 3381 0 0 APPLE INC COM 037833100 2289 13642 SH SOLE 13642 0 0 AQUA AMERICA INC COM 03836W103 1092 32059 SH SOLE 32059 0 0 BOOKING HLDGS INC COM 09857L108 270 130 SH SOLE 130 0 0 BOEING CO COM 097023105 433 1321 SH SOLE 1321 0 0 BRYN MAWR BK CORP COM 117665109 2600 59168 SH SOLE 59168 0 0 CAMPBELL SOUP CO COM 134429109 1321 30511 SH SOLE 30511 0 0 CHEVRON CORP NEW COM 166764100 480 4207 SH SOLE 4207 0 0 COCA COLA CO COM 191216100 379 8733 SH SOLE 8733 0 0 COLGATE PALMOLIVE CO COM 194162103 853 11901 SH SOLE 11901 0 0 CSX CORP COM 126408103 517 9277 SH SOLE 9277 0 0 DISNEY WALT CO COM DISNEY 254687106 416 4142 SH SOLE 4142 0 0 EXXON MOBIL CORP COM 30231G102 636 8522 SH SOLE 8522 0 0 FRANKLIN RES INC COM 354613101 206 5937 SH SOLE 5937 0 0 ALPHABET INC CAP STK CL A 02079K305 663 639 SH SOLE 639 0 0 ALPHABET INC CAP STK CL C 02079K107 707 685 SH SOLE 685 0 0 HOME DEPOT INC COM 437076102 338 1896 SH SOLE 1896 0 0 HONEYWELL INTL INC COM 438516106 243 1680 SH SOLE 1680 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 315 2053 SH SOLE 2053 0 0 INTUIT COM 461202103 203 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 235 569 SH SOLE 569 0 0 ISHARES TR IBONDS SEP20 ETF 46434V571 209 8250 SH SOLE 8250 0 0 ISHARES TR NATIONAL MUN ETF 464288414 5239 48095 SH SOLE 48095 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1406 11536 SH SOLE 11536 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 19372 184708 SH SOLE 184708 0 0 ISHARES TR MSCI EAFE ETF 464287465 33584 481976 SH SOLE 481976 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1499 31051 SH SOLE 31051 0 0 ISHARES TR EAFE SML CP ETF 464288273 326 5000 SH SOLE 5000 0 0 ISHARES TR EAFE VALUE ETF 464288877 6791 124482 SH SOLE 124482 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 34283 251917 SH SOLE 251917 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 13978 116520 SH SOLE 116520 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1545 10174 SH SOLE 10174 0 0 ISHARES TR CORE S&P500 ETF 464287200 365 1375 SH SOLE 1375 0 0 ISHARES TR S&P SML 600 GWT 464287887 533 3063 SH SOLE 3063 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1706 11308 SH SOLE 11308 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 12624 81409 SH SOLE 81409 0 0 ISHARES TR S&P 500 VAL ETF 464287408 4006 36642 SH SOLE 36642 0 0 JOHNSON & JOHNSON COM 478160104 716 5585 SH SOLE 5585 0 0 MASTERCARD INCORPORATED CL A 57636Q104 333 1900 SH SOLE 1900 0 0 MCDONALDS CORP COM 580135101 3295 21068 SH SOLE 21068 0 0 MERCK & CO INC COM 58933Y105 409 7504 SH SOLE 7504 0 0 MICROSOFT CORP COM 594918104 932 10207 SH SOLE 10207 0 0 PFIZER INC COM 717081103 1480 41688 SH SOLE 41688 0 0 PPG INDS INC COM 693506107 3354 30055 SH SOLE 30055 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 179 20597 SH SOLE 20597 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 239 3785 SH SOLE 3785 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 6245 130590 SH SOLE 130590 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 119 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 283 1108 SH SOLE 1108 0 0 TRAVELERS COMPANIES INC COM 89417E109 316 2278 SH SOLE 2278 0 0 UNITEDHEALTH GROUP INC COM 91324P102 207 969 SH SOLE 969 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 22708 277712 SH SOLE 277712 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 349 5735 SH SOLE 5735 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 33916 239045 SH SOLE 239045 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 231 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1431 8726 SH SOLE 8726 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 37175 360290 SH SOLE 360290 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1056 13993 SH SOLE 13993 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3843 29694 SH SOLE 29694 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2972 21899 SH SOLE 21899 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4215 89714 SH SOLE 89714 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5344 44818 SH SOLE 44818 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 739 6099 SH SOLE 6099 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 6538 128644 SH SOLE 128644 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 7906 178658 SH SOLE 178658 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1074 11627 SH SOLE 11627 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 205 4282 SH SOLE 4282 0 0 VISA INC COM CL A 92826C839 448 3742 SH SOLE 3742 0 0 WALMART INC COM 931142103 321 3610 SH SOLE 3610 0 0 WELLS FARGO CO NEW COM 949746101 248 4724 SH SOLE 4724 0 0 WSFS FINL CORP COM 929328102 416 8692 SH SOLE 8692 0 0