Chief Compliance Officer

0001398344-20-002421.txt : 20200207 0001398344-20-002421.hdr.sgml : 20200207 20200207145904 ACCESSION NUMBER: 0001398344-20-002421 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independence Advisors, LLC CENTRAL INDEX KEY: 0001679118 IRS NUMBER: 272262116 STATE OF INCORPORATION: MI FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17479 FILM NUMBER: 20586951 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 12-31-2019 12-31-2019 false Independence Advisors, LLC

620 LEE ROAD, SUITE 100 WAYNE PA 19087

13F HOLDINGS REPORT 028-17479 N Leslie Young Chief Compliance Officer 484-320-7447 /s/ Leslie Young Wayne PA 02-07-2020 0 161 414120 INFORMATION TABLE 2 fp0049831_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 220 2531 SH SOLE 2531 0 0 ABBVIE INC COM 00287Y109 402 4544 SH SOLE 4544 0 0 ACCELERATE DIAGNOSTICS INC COM 00430H102 220 13000 SH SOLE 13000 0 0 AIR PRODS & CHEMS INC COM 009158106 289 1230 SH SOLE 1230 0 0 ALTRIA GROUP INC COM 02209S103 270 5414 SH SOLE 5414 0 0 AMAZON COM INC COM 023135106 318 172 SH SOLE 172 0 0 AMGEN INC COM 031162100 805 3340 SH SOLE 3340 0 0 APPLE INC COM 037833100 4146 14118 SH SOLE 14118 0 0 AQUA AMERICA INC COM 03836W103 1647 35092 SH SOLE 35092 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 251 1475 SH SOLE 1475 0 0 BOOKING HLDGS INC COM 09857L108 310 151 SH SOLE 151 0 0 BOEING CO COM 097023105 457 1403 SH SOLE 1403 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 212 3309 SH SOLE 3309 0 0 BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 4 1200 SH SOLE 1200 0 0 BRYN MAWR BK CORP COM 117665109 2440 59168 SH SOLE 59168 0 0 CHEVRON CORP NEW COM 166764100 507 4209 SH SOLE 4209 0 0 CITIGROUP INC COM NEW 172967424 231 2889 SH SOLE 2889 0 0 COCA COLA CO COM 191216100 413 7465 SH SOLE 7465 0 0 ISHARES TR COHEN STEER REIT 464287564 87 742 SH SOLE 742 0 0 COLGATE PALMOLIVE CO COM 194162103 859 12484 SH SOLE 12484 0 0 COMCAST CORP NEW CL A 20030N101 538 11961 SH SOLE 11961 0 0 COSTCO WHSL CORP NEW COM 22160K105 343 1166 SH SOLE 1166 0 0 CSX CORP COM 126408103 622 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM DISNEY 254687106 724 5006 SH SOLE 5006 0 0 EXXON MOBIL CORP COM 30231G102 604 8651 SH SOLE 8651 0 0 FACEBOOK INC CL A 30303M102 212 1032 SH SOLE 1032 0 0 GLOBAL PMTS INC COM 37940X102 230 1260 SH SOLE 1260 0 0 GLOBALSTAR INC COM 378973408 9 17136 SH SOLE 17136 0 0 ALPHABET INC CAP STK CL A 02079K305 908 678 SH SOLE 678 0 0 ALPHABET INC CAP STK CL C 02079K107 916 685 SH SOLE 685 0 0 HOME DEPOT INC COM 437076102 407 1864 SH SOLE 1864 0 0 HONEYWELL INTL INC COM 438516106 316 1787 SH SOLE 1787 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 273 2037 SH SOLE 2037 0 0 INTUIT COM 461202103 307 1172 SH SOLE 1172 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 342 579 SH SOLE 579 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 95 1126 SH SOLE 1126 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 17 132 SH SOLE 132 0 0 ISHARES TR MBS ETF 464288588 41 380 SH SOLE 380 0 0 ISHARES TR CORE S&P MCP ETF 464287507 99 481 SH SOLE 481 0 0 ISHARES TR CORE S&P TTL STK 464287150 47 650 SH SOLE 650 0 0 ISHARES TR CORE S&P US GWT 464287671 26 382 SH SOLE 382 0 0 ISHARES TR JPMORGAN USD EMG 464288281 7 58 SH SOLE 58 0 0 ISHARES TR NASDAQ BIOTECH 464287556 101 840 SH SOLE 840 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8628 75748 SH SOLE 75748 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3438 26737 SH SOLE 26737 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 16 86 SH SOLE 86 0 0 ISHARES TR S&P MC 400GR ETF 464287606 45 189 SH SOLE 189 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2 14 SH SOLE 14 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 501 9995 SH SOLE 9995 0 0 ISHARES TR SHORT TREAS BD 464288679 7 59 SH SOLE 59 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 13954 130676 SH SOLE 130676 0 0 ISHARES TR 20 YR TR BD ETF 464287432 21 152 SH SOLE 152 0 0 ISHARES TR TIPS BD ETF 464287176 104 890 SH SOLE 890 0 0 ISHARES TR CORE US AGGBD ET 464287226 20 181 SH SOLE 181 0 0 ISHARES TR US AER DEF ETF 464288760 111 501 SH SOLE 501 0 0 ISHARES TR IBOXX INV CP ETF 464287242 71 551 SH SOLE 551 0 0 ISHARES TR IBOXX HI YD ETF 464288513 3 31 SH SOLE 31 0 0 ISHARES TR INTRM TR CRP ETF 464288638 3 53 SH SOLE 53 0 0 ISHARES TR MRNGSTR LG-CP VL 464288109 12 100 SH SOLE 100 0 0 ISHARES TR MSCI EAFE ETF 464287465 47504 684103 SH SOLE 684103 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2363 52661 SH SOLE 52661 0 0 ISHARES TR EAFE SML CP ETF 464288273 4451 71467 SH SOLE 71467 0 0 ISHARES TR EAFE VALUE ETF 464288877 17362 347732 SH SOLE 347732 0 0 ISHARES TR RUS 1000 ETF 464287622 120 674 SH SOLE 674 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 42804 243313 SH SOLE 243313 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 16315 119540 SH SOLE 119540 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2875 17352 SH SOLE 17352 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 136 633 SH SOLE 633 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 101 1065 SH SOLE 1065 0 0 ISHARES TR RUS MID CAP ETF 464287499 48 800 SH SOLE 800 0 0 ISHARES TR CORE S&P500 ETF 464287200 696 2155 SH SOLE 2155 0 0 ISHARES TR S&P SML 600 GWT 464287887 473 2446 SH SOLE 2446 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1677 10430 SH SOLE 10430 0 0 ISHARES TR CORE S&P SCP ETF 464287804 54 645 SH SOLE 645 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 28231 145793 SH SOLE 145793 0 0 ISHARES TR S&P 500 VAL ETF 464287408 12744 97960 SH SOLE 97960 0 0 ISHARES TR SH TR CRPORT ETF 464288646 27 500 SH SOLE 500 0 0 ISHARES TR PFD AND INCM SEC 464288687 7 187 SH SOLE 187 0 0 ISHARES TR U.S. REAL ES ETF 464287739 6 63 SH SOLE 63 0 0 JPMORGAN CHASE & CO COM 46625H100 230 1652 SH SOLE 1652 0 0 JOHNSON & JOHNSON COM 478160104 1129 7743 SH SOLE 7743 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 273 1783 SH SOLE 1783 0 0 KIMBERLY CLARK CORP COM 494368103 219 1595 SH SOLE 1595 0 0 KOPIN CORP COM 500600101 8 20000 SH SOLE 20000 0 0 LILLY ELI & CO COM 532457108 205 1558 SH SOLE 1558 0 0 MASTERCARD INC CL A 57636Q104 645 2160 SH SOLE 2160 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 32 519 SH SOLE 519 0 0 MCDONALDS CORP COM 580135101 4214 21323 SH SOLE 21323 0 0 MERCK & CO INC COM 58933Y105 725 7973 SH SOLE 7973 0 0 MICROSOFT CORP COM 594918104 2113 13398 SH SOLE 13398 0 0 MOVADO GROUP INC COM 624580106 342 15721 SH SOLE 15721 0 0 ISHARES TR U.S. TECH ETF 464287721 110 473 SH SOLE 473 0 0 NIKE INC CL B 654106103 239 2362 SH SOLE 2362 0 0 ORACLE CORP COM 68389X105 216 4084 SH SOLE 4084 0 0 PEPSICO INC COM 713448108 244 1785 SH SOLE 1785 0 0 PFIZER INC COM 717081103 1619 41315 SH SOLE 41315 0 0 PPG INDS INC COM 693506107 4030 30191 SH SOLE 30191 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 8 194 SH SOLE 194 0 0 REPUBLIC FIRST BANCORP INC COM 760416107 111 26597 SH SOLE 26597 0 0 RPM INTL INC COM 749685103 262 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1 22 SH SOLE 22 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 276 3588 SH SOLE 3588 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 23 852 SH SOLE 852 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7 214 SH SOLE 214 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 42 1209 SH SOLE 1209 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 1 47 SH SOLE 47 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17 320 SH SOLE 320 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 27 354 SH SOLE 354 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1 8 SH SOLE 8 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5 90 SH SOLE 90 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 2 34 SH SOLE 34 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 49 652 SH SOLE 652 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 61 1079 SH SOLE 1079 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 77 617 SH SOLE 617 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 94 3061 SH SOLE 3061 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 110 1078 SH SOLE 1078 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 37 452 SH SOLE 452 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 268 2920 SH SOLE 2920 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 81 1285 SH SOLE 1285 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 47 777 SH SOLE 777 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 58 896 SH SOLE 896 0 0 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 957 18930 SH SOLE 18930 0 0 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 2203 44850 SH SOLE 44850 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 134 11027 SH SOLE 11027 0 0 TELEFLEX INC COM 879369106 404 1074 SH SOLE 1074 0 0 TEXAS INSTRS INC COM 882508104 237 1848 SH SOLE 1848 0 0 TJX COS INC NEW COM 872540109 260 4250 SH SOLE 4250 0 0 TRAVELERS COMPANIES INC COM 89417E109 303 2214 SH SOLE 2214 0 0 UNITEDHEALTH GROUP INC COM 91324P102 283 964 SH SOLE 964 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 27648 316997 SH SOLE 316997 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 451 5379 SH SOLE 5379 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 11 85 SH SOLE 85 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2098 35506 SH SOLE 35506 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 42226 231793 SH SOLE 231793 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 266 1674 SH SOLE 1674 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2 17 SH SOLE 17 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4184 21057 SH SOLE 21057 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 43404 362152 SH SOLE 362152 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1406 15151 SH SOLE 15151 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6967 50831 SH SOLE 50831 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 395 2415 SH SOLE 2415 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6077 136647 SH SOLE 136647 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 9291 83627 SH SOLE 83627 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 303 3736 SH SOLE 3736 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 63 1167 SH SOLE 1167 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 880 5954 SH SOLE 5954 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 6 33 SH SOLE 33 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 12 210 SH SOLE 210 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27 92 SH SOLE 92 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 166 2062 SH SOLE 2062 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 85 513 SH SOLE 513 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 7228 134997 SH SOLE 134997 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8068 183122 SH SOLE 183122 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 783 9610 SH SOLE 9610 0 0 VERISIGN INC COM 92343E102 319 1656 SH SOLE 1656 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 246 4003 SH SOLE 4003 0 0 VISA INC COM CL A 92826C839 912 4856 SH SOLE 4856 0 0 WALMART INC COM 931142103 471 3962 SH SOLE 3962 0 0 WELLS FARGO CO NEW COM 949746101 269 5004 SH SOLE 5004 0 0 WSFS FINL CORP COM 929328102 382 8692 SH SOLE 8692 0 0 ZOETIS INC CL A 98978V103 232 1756 SH SOLE 1756 0 0