0001398344-19-007819.txt : 20190503 0001398344-19-007819.hdr.sgml : 20190503 20190503141252 ACCESSION NUMBER: 0001398344-19-007819 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190503 DATE AS OF CHANGE: 20190503 EFFECTIVENESS DATE: 20190503 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: 19795459 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 03-31-2019 03-31-2019 false Independence Advisors, LLC

620 LEE ROAD, SUITE 100 WAYNE PA 19087

13F HOLDINGS REPORT 028-17479 N Leslie Young 484-320-7447 /s/ Leslie Young Wayne PA 05-03-2019 0 97 355632 INFORMATION TABLE 2 fp0041769_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 231 1113 SH SOLE 1113 0 0 ABBOTT LABS COM 002824100 202 2531 SH SOLE 2531 0 0 Abbvie Inc COM 00287Y109 407 5055 SH SOLE 5055 0 0 Accelerate Diagnostics Inc COM 00430H102 273 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 229 1200 SH SOLE 1200 0 0 ALTRIA GROUP INC COM 02209S103 316 5503 SH SOLE 5503 0 0 AMAZON COM INC COM 023135106 353 198 SH SOLE 198 0 0 AMGEN INC COM 031162100 669 3520 SH SOLE 3520 0 0 APPLE INC COM 037833100 2644 13920 SH SOLE 13920 0 0 AQUA AMERICA INC COM 03836W103 1287 35326 SH SOLE 35326 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 245 1534 SH SOLE 1534 0 0 BANK AMER CORP COM 060505104 279 10100 SH SOLE 10100 0 0 BOOKING HLDGS INC COM 09857L108 223 128 SH SOLE 128 0 0 BOEING CO COM 097023105 516 1352 SH SOLE 1352 0 0 BRYN MAWR BK CORP COM 117665109 2138 59168 SH SOLE 59168 0 0 CAMPBELL SOUP CO COM 134429109 850 22288 SH SOLE 22288 0 0 CELGENE CORP COM 151020104 255 2700 SH SOLE 2700 0 0 CHEVRON CORP NEW COM 166764100 576 4674 SH SOLE 4674 0 0 COCA COLA CO COM 191216100 330 7048 SH SOLE 7048 0 0 COLGATE PALMOLIVE CO COM 194162103 851 12417 SH SOLE 12417 0 0 COMCAST CORP NEW CL A 20030N101 433 10840 SH SOLE 10840 0 0 COSTCO WHSL CORP NEW COM 22160K105 273 1129 SH SOLE 1129 0 0 CSX CORP COM 126408103 643 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 500 4502 SH SOLE 4502 0 0 EVOFEM BIOSCIENCES INC COM 30048L104 35 10000 SH SOLE 10000 0 0 EXXON MOBIL CORP COM 30231G102 721 8924 SH SOLE 8924 0 0 GLOBALSTAR INC COM 378973408 7 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 786 668 SH SOLE 668 0 0 ALPHABET INC CAP STK CL C 02079K107 805 686 SH SOLE 686 0 0 HOME DEPOT INC COM 437076102 386 2014 SH SOLE 2014 0 0 HONEYWELL INTL INC COM 438516106 267 1680 SH SOLE 1680 0 0 INTEL CORP COM 458140100 230 4280 SH SOLE 4280 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 287 2033 SH SOLE 2033 0 0 INTUIT COM 461202103 306 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 331 580 SH SOLE 580 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8689 78143 SH SOLE 78143 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1429 11919 SH SOLE 11919 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 500 9995 SH SOLE 9995 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 14521 136991 SH SOLE 136991 0 0 ISHARES TR MSCI EAFE ETF 464287465 35086 540954 SH SOLE 540954 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1383 32234 SH SOLE 32234 0 0 ISHARES TR EAFE SML CP ETF 464288273 872 15184 SH SOLE 15184 0 0 ISHARES TR EAFE VALUE ETF 464288877 11168 228481 SH SOLE 228481 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 41623 274993 SH SOLE 274993 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15070 122033 SH SOLE 122033 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1713 11190 SH SOLE 11190 0 0 ISHARES TR CORE S&P500 ETF 464287200 966 3394 SH SOLE 3394 0 0 ISHARES TR S&P SML 600 GWT 464287887 770 4314 SH SOLE 4314 0 0 ISHARES TR SP SMCP600VL ETF 464287879 2326 15766 SH SOLE 15766 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 15210 88244 SH SOLE 88244 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3396 30126 SH SOLE 30126 0 0 JOHNSON & JOHNSON COM 478160104 816 5841 SH SOLE 5841 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 207 1783 SH SOLE 1783 0 0 KOPIN CORP COM 500600101 13 10000 SH SOLE 10000 0 0 LILLY ELI & CO COM 532457108 214 1651 SH SOLE 1651 0 0 Mastercard Inc CL A 57636Q104 468 1986 SH SOLE 1986 0 0 MCDONALDS CORP COM 580135101 4022 21177 SH SOLE 21177 0 0 MERCK & CO INC COM 58933Y105 635 7637 SH SOLE 7637 0 0 MICROSOFT CORP COM 594918104 1452 12311 SH SOLE 12311 0 0 ORACLE CORP COM 68389X105 273 5084 SH SOLE 5084 0 0 PEPSICO INC COM 713448108 231 1886 SH SOLE 1886 0 0 PFIZER INC COM 717081103 1735 40852 SH SOLE 40852 0 0 PPG INDS INC COM 693506107 3371 29865 SH SOLE 29865 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 108 20597 SH SOLE 20597 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 256 3785 SH SOLE 3785 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 285 9102 SH SOLE 9102 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 202 2734 SH SOLE 2734 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 933 18930 SH SOLE 18930 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2174 44850 SH SOLE 44850 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 115 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 335 1108 SH SOLE 1108 0 0 TJX COS INC NEW COM 872540109 222 4168 SH SOLE 4168 0 0 TRAVELERS COMPANIES INC COM 89417E109 312 2278 SH SOLE 2278 0 0 UNITEDHEALTH GROUP INC COM 91324P102 239 968 SH SOLE 968 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 25703 306238 SH SOLE 306238 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 437 5379 SH SOLE 5379 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2119 35576 SH SOLE 35576 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 41561 265702 SH SOLE 265702 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 254 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3668 20408 SH SOLE 20408 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 43685 405879 SH SOLE 405879 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1321 15195 SH SOLE 15195 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8816 68481 SH SOLE 68481 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 598 4134 SH SOLE 4134 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5673 133473 SH SOLE 133473 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 9924 95304 SH SOLE 95304 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 779 5999 SH SOLE 5999 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 7121 136545 SH SOLE 136545 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8178 200092 SH SOLE 200092 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1051 11760 SH SOLE 11760 0 0 VERISIGN INC COM 92343E102 301 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 216 3651 SH SOLE 3651 0 0 VISA INC COM CL A 92826C839 752 4816 SH SOLE 4816 0 0 WALMART INC COM 931142103 386 3962 SH SOLE 3962 0 0 WELLS FARGO CO NEW COM 949746101 310 6421 SH SOLE 6421 0 0 WSFS FINL CORP COM 929328102 336 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 217 2160 SH SOLE 2160 0 0