0001398344-19-018957.txt : 20191101 0001398344-19-018957.hdr.sgml : 20191101 20191101154221 ACCESSION NUMBER: 0001398344-19-018957 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191101 DATE AS OF CHANGE: 20191101 EFFECTIVENESS DATE: 20191101 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: 191186720 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 09-30-2019 09-30-2019 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 11-01-2019 0 106 410692 INFORMATION TABLE 2 fp0046705_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 212 2531 SH SOLE 2531 0 0 ABBVIE INC COM 00287Y109 371 4894 SH SOLE 4894 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 241 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 282 1269 SH SOLE 1269 0 0 ALTRIA GROUP INC COM 02209S103 222 5422 SH SOLE 5422 0 0 AMAZON COM INC COM 023135106 300 173 SH SOLE 173 0 0 AMGEN INC COM 031162100 660 3410 SH SOLE 3410 0 0 APPLE INC COM 037833100 3167 14139 SH SOLE 14139 0 0 AQUA AMERICA INC COM 03836W103 1573 35092 SH SOLE 35092 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 252 1563 SH SOLE 1563 0 0 BANK AMER CORP COM 060505104 227 7778 SH SOLE 7778 0 0 BOOKING HLDGS INC COM 09857L108 283 144 SH SOLE 144 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 465 2237 SH SOLE 2237 0 0 BOEING CO COM 097023105 546 1435 SH SOLE 1435 0 0 BRYN MAWR BK CORP COM 117665109 2160 59168 SH SOLE 59168 0 0 CHEVRON CORP NEW COM 166764100 544 4589 SH SOLE 4589 0 0 CISCO SYS INC COM 17275R102 221 4472 SH SOLE 4472 0 0 CITIGROUP INC COM NEW 172967424 200 2889 SH SOLE 2889 0 0 COCA COLA CO COM 191216100 428 7855 SH SOLE 7855 0 0 COLGATE PALMOLIVE CO COM 194162103 921 12529 SH SOLE 12529 0 0 COMCAST CORP NEW CL A 20030N101 562 12461 SH SOLE 12461 0 0 COSTCO WHSL CORP NEW COM 22160K105 332 1154 SH SOLE 1154 0 0 CSX CORP COM 126408103 595 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 686 5264 SH SOLE 5264 0 0 EXXON MOBIL CORP COM 30231G102 606 8587 SH SOLE 8587 0 0 GLOBAL PMTS INC COM 37940X102 200 1260 SH SOLE 1260 0 0 GLOBALSTAR INC COM 378973408 7 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 834 683 SH SOLE 683 0 0 ALPHABET INC CAP STK CL C 02079K107 844 692 SH SOLE 692 0 0 HOME DEPOT INC COM 437076102 478 2059 SH SOLE 2059 0 0 HONEYWELL INTL INC COM 438516106 333 1966 SH SOLE 1966 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 295 2029 SH SOLE 2029 0 0 INTUIT COM 461202103 312 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 313 580 SH SOLE 580 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8669 75981 SH SOLE 75981 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1348 11287 SH SOLE 11287 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 14057 131941 SH SOLE 131941 0 0 ISHARES TR TIPS BD ETF 464287176 398 3422 SH SOLE 3422 0 0 ISHARES TR MSCI EAFE ETF 464287465 44073 675867 SH SOLE 675867 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1296 31712 SH SOLE 31712 0 0 ISHARES TR EAFE SML CP ETF 464288273 885 15467 SH SOLE 15467 0 0 ISHARES TR EAFE VALUE ETF 464288877 16063 339089 SH SOLE 339089 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 49888 312521 SH SOLE 312521 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15424 120255 SH SOLE 120255 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1605 10608 SH SOLE 10608 0 0 ISHARES TR CORE S&P500 ETF 464287200 644 2158 SH SOLE 2158 0 0 ISHARES TR S&P SML 600 GWT 464287887 694 3889 SH SOLE 3889 0 0 ISHARES TR SP SMCP600VL ETF 464287879 2416 16085 SH SOLE 16085 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 15126 84018 SH SOLE 84018 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3503 29406 SH SOLE 29406 0 0 JPMORGAN CHASE & CO COM 46625H100 215 1824 SH SOLE 1824 0 0 JOHNSON & JOHNSON COM 478160104 2560 19785 SH SOLE 19785 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 237 1783 SH SOLE 1783 0 0 KIMBERLY CLARK CORP COM 494368103 243 1713 SH SOLE 1713 0 0 KOPIN CORP COM 500600101 14 20000 SH SOLE 20000 0 0 MASTERCARD INC CL A 57636Q104 590 2171 SH SOLE 2171 0 0 MCDONALDS CORP COM 580135101 4567 21269 SH SOLE 21269 0 0 MERCK & CO INC COM 58933Y105 1437 17073 SH SOLE 17073 0 0 MICROSOFT CORP COM 594918104 1904 13694 SH SOLE 13694 0 0 MOVADO GROUP INC COM 624580106 391 15721 SH SOLE 15721 0 0 NIKE INC CL B 654106103 222 2362 SH SOLE 2362 0 0 ORACLE CORP COM 68389X105 225 4084 SH SOLE 4084 0 0 PEPSICO INC COM 713448108 272 1985 SH SOLE 1985 0 0 PFIZER INC COM 717081103 1498 41684 SH SOLE 41684 0 0 PPG INDS INC COM 693506107 3578 30191 SH SOLE 30191 0 0 PROCTER & GAMBLE CO COM 742718109 226 1817 SH SOLE 1817 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 112 26597 SH SOLE 26597 0 0 RPM INTL INC COM 749685103 235 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 268 3785 SH SOLE 3785 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 270 3354 SH SOLE 3354 0 0 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 960 18930 SH SOLE 18930 0 0 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 2197 44850 SH SOLE 44850 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 130 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 376 1108 SH SOLE 1108 0 0 TEXAS INSTRS INC COM 882508104 239 1848 SH SOLE 1848 0 0 TJX COS INC NEW COM 872540109 255 4566 SH SOLE 4566 0 0 TRAVELERS COMPANIES INC COM 89417E109 334 2245 SH SOLE 2245 0 0 UNITEDHEALTH GROUP INC COM 91324P102 224 1031 SH SOLE 1031 0 0 US BANCORP DEL COM NEW 902973304 214 3858 SH SOLE 3858 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 27637 314060 SH SOLE 314060 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 454 5379 SH SOLE 5379 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2082 35529 SH SOLE 35529 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 50239 302137 SH SOLE 302137 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 248 1674 SH SOLE 1674 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3954 21723 SH SOLE 21723 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 53604 480238 SH SOLE 480238 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1414 15162 SH SOLE 15162 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 11947 92720 SH SOLE 92720 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 527 3487 SH SOLE 3487 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6098 151477 SH SOLE 151477 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 11109 108962 SH SOLE 108962 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 818 5999 SH SOLE 5999 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 333 3646 SH SOLE 3646 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 239 2962 SH SOLE 2962 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 316 3904 SH SOLE 3904 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 7347 137028 SH SOLE 137028 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8454 205785 SH SOLE 205785 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 866 11103 SH SOLE 11103 0 0 VERISIGN INC COM 92343E102 312 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 263 4353 SH SOLE 4353 0 0 VISA INC COM CL A 92826C839 832 4839 SH SOLE 4839 0 0 WALMART INC COM 931142103 470 3962 SH SOLE 3962 0 0 WELLS FARGO CO NEW COM 949746101 252 5004 SH SOLE 5004 0 0 WSFS FINL CORP COM 929328102 383 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 240 1930 SH SOLE 1930 0 0