0001398344-19-014069.txt : 20190812 0001398344-19-014069.hdr.sgml : 20190812 20190812161926 ACCESSION NUMBER: 0001398344-19-014069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190812 DATE AS OF CHANGE: 20190812 EFFECTIVENESS DATE: 20190812 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: 191016747 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 06-30-2019 06-30-2019 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 08-12-2019 0 102 390071 INFORMATION TABLE 2 fp0044656_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 241 2864 SH SOLE 2864 0 0 ABBVIE INC COM 00287Y109 385 5291 SH SOLE 5291 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 297 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 287 1269 SH SOLE 1269 0 0 ALTRIA GROUP INC COM 02209S103 256 5412 SH SOLE 5412 0 0 AMAZON COM INC COM 023135106 328 173 SH SOLE 173 0 0 AMGEN INC COM 031162100 661 3587 SH SOLE 3587 0 0 APPLE INC COM 037833100 3296 16652 SH SOLE 16652 0 0 AQUA AMERICA INC COM 03836W103 1459 35264 SH SOLE 35264 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 263 1588 SH SOLE 1588 0 0 BANK AMER CORP COM 060505104 318 10951 SH SOLE 10951 0 0 BOOKING HLDGS INC COM 09857L108 247 132 SH SOLE 132 0 0 BOEING CO COM 097023105 531 1460 SH SOLE 1460 0 0 BRYN MAWR BK CORP COM 117665109 2208 59168 SH SOLE 59168 0 0 CAMPBELL SOUP CO COM 134429109 844 21068 SH SOLE 21068 0 0 CHEVRON CORP NEW COM 166764100 620 4984 SH SOLE 4984 0 0 CISCO SYS INC COM 17275R102 223 4072 SH SOLE 4072 0 0 COCA COLA CO COM 191216100 419 8222 SH SOLE 8222 0 0 COLGATE PALMOLIVE CO COM 194162103 926 12917 SH SOLE 12917 0 0 COMCAST CORP NEW CL A 20030N101 506 11961 SH SOLE 11961 0 0 COSTCO WHSL CORP NEW COM 22160K105 305 1154 SH SOLE 1154 0 0 CSX CORP COM 126408103 665 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 691 4946 SH SOLE 4946 0 0 EXXON MOBIL CORP COM 30231G102 704 9187 SH SOLE 9187 0 0 FACEBOOK INC CL A 30303M102 200 1037 SH SOLE 1037 0 0 GLOBAL PMTS INC COM 37940X102 202 1260 SH SOLE 1260 0 0 GLOBALSTAR INC COM 378973408 8 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 771 712 SH SOLE 712 0 0 ALPHABET INC CAP STK CL C 02079K107 779 721 SH SOLE 721 0 0 HOME DEPOT INC COM 437076102 449 2158 SH SOLE 2158 0 0 HONEYWELL INTL INC COM 438516106 312 1787 SH SOLE 1787 0 0 INTEL CORP COM 458140100 249 5193 SH SOLE 5193 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 279 2022 SH SOLE 2022 0 0 INTUIT COM 461202103 306 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 304 580 SH SOLE 580 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8696 76896 SH SOLE 76896 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1414 11732 SH SOLE 11732 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 501 9995 SH SOLE 9995 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 14570 136743 SH SOLE 136743 0 0 ISHARES TR MSCI EAFE ETF 464287465 42832 651629 SH SOLE 651629 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1358 31643 SH SOLE 31643 0 0 ISHARES TR EAFE SML CP ETF 464288273 872 15184 SH SOLE 15184 0 0 ISHARES TR EAFE VALUE ETF 464288877 11132 231582 SH SOLE 231582 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 48304 307005 SH SOLE 307005 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15302 120278 SH SOLE 120278 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1690 10867 SH SOLE 10867 0 0 ISHARES TR CORE S&P500 ETF 464287200 643 2182 SH SOLE 2182 0 0 ISHARES TR S&P SML 600 GWT 464287887 787 4314 SH SOLE 4314 0 0 ISHARES TR SP SMCP600VL ETF 464287879 2343 15766 SH SOLE 15766 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 15281 85257 SH SOLE 85257 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3452 29613 SH SOLE 29613 0 0 JPMORGAN CHASE & CO COM 46625H100 214 1910 SH SOLE 1910 0 0 JOHNSON & JOHNSON COM 478160104 872 6259 SH SOLE 6259 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 217 1783 SH SOLE 1783 0 0 KIMBERLY CLARK CORP COM 494368103 228 1713 SH SOLE 1713 0 0 KOPIN CORP COM 500600101 22 20000 SH SOLE 20000 0 0 MASTERCARD INC CL A 57636Q104 572 2161 SH SOLE 2161 0 0 MCDONALDS CORP COM 580135101 4425 21311 SH SOLE 21311 0 0 MERCK & CO INC COM 58933Y105 672 8018 SH SOLE 8018 0 0 MICROSOFT CORP COM 594918104 1857 13861 SH SOLE 13861 0 0 MOVADO GROUP INC COM 624580106 424 15721 SH SOLE 15721 0 0 ORACLE CORP COM 68389X105 290 5084 SH SOLE 5084 0 0 PEPSICO INC COM 713448108 285 2176 SH SOLE 2176 0 0 PFIZER INC COM 717081103 1815 41898 SH SOLE 41898 0 0 PPG INDS INC COM 693506107 3524 30191 SH SOLE 30191 0 0 PROCTER AND GAMBLE CO COM 742718109 233 2123 SH SOLE 2123 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 131 26597 SH SOLE 26597 0 0 RPM INTL INC COM 749685103 208 3408 SH SOLE 3408 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 221 755 SH SOLE 755 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 266 3785 SH SOLE 3785 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 213 2734 SH SOLE 2734 0 0 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 949 18930 SH SOLE 18930 0 0 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 2195 44850 SH SOLE 44850 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 125 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 367 1108 SH SOLE 1108 0 0 TEXAS INSTRS INC COM 882508104 212 1848 SH SOLE 1848 0 0 TJX COS INC NEW COM 872540109 221 4184 SH SOLE 4184 0 0 TRAVELERS COMPANIES INC COM 89417E109 341 2280 SH SOLE 2280 0 0 UNITEDHEALTH GROUP INC COM 91324P102 252 1031 SH SOLE 1031 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 27062 312851 SH SOLE 312851 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 447 5379 SH SOLE 5379 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2098 35561 SH SOLE 35561 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 47988 293703 SH SOLE 293703 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 266 1779 SH SOLE 1779 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3721 19983 SH SOLE 19983 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 50620 456369 SH SOLE 456369 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1328 15192 SH SOLE 15192 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8932 68420 SH SOLE 68420 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 539 3593 SH SOLE 3593 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5589 131404 SH SOLE 131404 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 10564 100362 SH SOLE 100362 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 808 5999 SH SOLE 5999 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 6995 131811 SH SOLE 131811 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8302 199038 SH SOLE 199038 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1003 11803 SH SOLE 11803 0 0 VERISIGN INC COM 92343E102 346 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 259 4538 SH SOLE 4538 0 0 VISA INC COM CL A 92826C839 864 4980 SH SOLE 4980 0 0 WALMART INC COM 931142103 453 4103 SH SOLE 4103 0 0 WELLS FARGO CO NEW COM 949746101 244 5147 SH SOLE 5147 0 0 WSFS FINL CORP COM 929328102 359 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 219 1930 SH SOLE 1930 0 0