Independence Advisors

Latest statistics and disclosures from Independence Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Independence Advisors

Companies in the Independence Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Value ETF (VTV) 12.06 490.67k +35% 89.06
Vanguard Growth ETF (VUG) 11.21 259.28k +11% 156.69
iShares Russell 1000 Growth Index (IWF) 11.20 269.43k +10% 150.65
iShares MSCI EAFE Index Fund (EFA) 11.08 751.35k +9% 53.46
Vanguard Intermediate-Term Bond ETF (BIV) 7.68 311.63k 89.33
iShares S&P 500 Growth Index (IVW) 6.98 153.33k +5% 165.05
iShares S&P 500 Value Index (IVE) 3.68 138.50k +41% 96.25
iShares Russell 1000 Value Index (IWD) 3.65 133.44k +11% 99.18
iShares MSCI EAFE Value Index (EFV) 3.21 326.16k -6% 35.69
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 3.12 106.39k -18% 106.30
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.19 70.21k -7% 113.01
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.80 123.24k -8% 52.90
Vanguard Europe Pacific ETF (VEA) 1.46 158.55k -13% 33.34
Vanguard Small-Cap Value ETF (VBR) 1.33 54.23k +6% 88.81
iShares S&P SmallCap 600 Value Idx (IJS) 1.16 41.98k +302% 99.95
Vanguard Emerging Markets ETF (VWO) 1.16 124.80k -8% 33.55
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.10 50.91k -39% 78.24
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.09 87.80k +22% 44.83
Apple (AAPL) 0.98 14.00k 254.30
Vanguard Small-Cap Growth ETF (VBK) 0.98 23.55k +11% 150.31
McDonald's Corporation (MCD) 0.97 21.17k 165.35
PPG Industries (PPG) 0.70 30.19k 83.60
iShares Russell 2000 Value Index (IWN) 0.68 29.97k +12% 82.01
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.61 44.85k 48.90
iShares MSCI Emerging Markets Indx (EEM) 0.60 64.07k +21% 34.13
Microsoft Corporation (MSFT) 0.60 13.69k +2% 157.73
iShares Russell 2000 Index (IWM) 0.53 16.77k -3% 114.46
Bryn Mawr Bank (BMTC) 0.46 59.17k 28.38
Essential Utils (WTRG) 0.39 35.09k NEW 40.69
Pfizer (PFE) 0.37 41.44k 32.65
Vanguard REIT ETF (VNQ) 0.34 17.48k +15% 69.86
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.27 23.16k -34% 42.93
Johnson & Johnson (JNJ) 0.26 7.28k -6% 131.10
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.26 18.93k 50.03
Colgate-Palmolive Company (CL) 0.23 12.43k 66.38
Alphabet Inc Class C cs (GOOG) 0.22 685 1163.50
Alphabet Inc Class A cs (GOOGL) 0.22 678 1162.24
Visa (V) 0.22 4.86k 161.04
Vanguard Large-Cap ETF (VV) 0.19 5.95k 118.41
Amgen (AMGN) 0.19 3.34k 202.69
Merck & Co (MRK) 0.17 7.97k 76.88
iShares S&P 500 Index (IVV) 0.17 2.35k +8% 258.20
Vanguard Short-Term Bond ETF (BSV) 0.16 7.23k +250% 82.14
MasterCard Incorporated (MA) 0.16 2.34k +8% 241.66
CSX Corporation (CSX) 0.14 8.59k 57.26
Amazon (AMZN) 0.13 237 +37% 1949.37
Wal-Mart Stores (WMT) 0.12 3.96k 113.58
Vanguard Total Bond Market ETF (BND) 0.11 4.88k -9% 85.26
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.11 8.00k -20% 49.78
Walt Disney Company (DIS) 0.11 4.01k -19% 96.58
Vanguard Energy ETF (VDE) 0.10 9.66k 38.19
Comcast Corporation (CMCSA) 0.10 10.05k -15% 34.42
Costco Wholesale Corporation (COST) 0.09 1.20k +2% 284.88
Home Depot (HD) 0.09 1.80k -3% 186.81
Coca-Cola Company (KO) 0.09 7.46k 44.21
Exxon Mobil Corporation (XOM) 0.09 8.31k -3% 37.92
Teleflex Incorporated (TFX) 0.09 1.07k 293.30
Verisign (VRSN) 0.08 1.66k 179.95
Abbvie (ABBV) 0.08 3.87k -14% 76.27
Intuitive Surgical (ISRG) 0.08 579 495.68
Vanguard Total Stock Market ETF (VTI) 0.08 2.13k -11% 128.87
Intuit (INTU) 0.07 1.17k 230.38
Chevron Corporation (CVX) 0.07 3.71k -11% 72.47
iShares S&P SmallCap 600 Growth (IJT) 0.07 1.87k -23% 137.75
Air Products & Chemicals (APD) 0.07 1.24k 200.00
iShares Lehman Aggregate Bond (AGG) 0.07 2.12k +1070% 115.20
International Business Machines (IBM) 0.07 2.19k +7% 111.16
NIKE (NKE) 0.07 2.93k +24% 82.88
UnitedHealth (UNH) 0.07 953 249.74
Honeywell International (HON) 0.06 1.75k -2% 133.64
Kansas City Southern (KSU) 0.06 1.78k 127.31
Travelers Companies (TRV) 0.06 2.26k +2% 99.43
Schwab Strategic Tr us lrg cap etf (SCHX) 0.06 3.59k 61.32
WSFS Financial Corporation (WSFS) 0.06 8.69k 24.97
Eli Lilly & Co. (LLY) 0.06 1.56k 138.64
Technology SPDR (XLK) 0.06 2.65k -9% 80.23
Altria (MO) 0.06 5.41k 38.65
Boeing Company (BA) 0.06 1.41k 148.75
Zoetis Inc Cl A (ZTS) 0.06 1.76k 117.88
TJX Companies (TJX) 0.06 4.26k 47.91
Pepsi (PEP) 0.06 1.69k -5% 120.12
RPM International (RPM) 0.06 3.41k 59.57
Abbott Laboratories (ABT) 0.06 2.53k 79.02
Vanguard Mid-Cap Growth ETF (VOT) 0.05 1.56k -6% 126.60
Vanguard S&p 500 Etf idx (VOO) 0.05 801 +770% 237.20
Movado (MOV) 0.05 15.72k 11.83
Vanguard Total World Stock Idx (VT) 0.04 2.48k -33% 62.95
iShares Russell 2000 Growth Index (IWO) 0.04 933 +47% 158.63
Sprott Physical Gold Trust (PHYS) 0.04 11.03k 13.15
Accelr8 Technology (AXDX) 0.03 13.00k 8.31
iShares Barclays TIPS Bond Fund (TIP) 0.03 857 -3% 117.85
Health Care SPDR (XLV) 0.03 1.11k +2% 88.45
iShares Dow Jones US Technology (IYW) 0.03 473 205.07
iShares Russell 1000 Index (IWB) 0.03 674 140.95
iShares S&P MidCap 400 Index (IJH) 0.03 656 +36% 143.29
iShares NASDAQ Biotechnology Index (IBB) 0.03 840 108.33
General Electric Company (GE) 0.02 10.41k NEW 7.97
Financial Select Sector SPDR (XLF) 0.02 3.74k +22% 20.83
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.02 501 143.71
iShares Cohen & Steers Realty Maj. (ICF) 0.02 742 91.64
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.02 740 -34% 86.49
Consumer Discretionary SPDR (XLY) 0.02 653 +5% 98.01
Schwab Strategic Tr 0 (SCHP) 0.02 1.08k 57.46
Vanguard Small-Cap ETF (VB) 0.02 513 115.01
Republic First Ban (FRBK) 0.02 26.60k 2.18
Bloom Energy Corp (BE) 0.01 10.35k NEW 5.22
iShares Russell Midcap Value Index (IWS) 0.01 743 -30% 64.60
Vanguard FTSE All-World ex-US ETF (VEU) 0.01 1.10k -5% 41.02
iShares S&P 1500 Index Fund (ITOT) 0.01 761 +17% 57.82
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.01 360 -34% 122.22
iShares Lehman MBS Bond Fund (MBB) 0.01 402 +5% 109.45
Consumer Staples Select Sect. SPDR (XLP) 0.01 768 -40% 54.69
Industrial SPDR (XLI) 0.01 662 +46% 58.91
iShares Russell Midcap Index Fund (IWR) 0.01 800 43.75
Schwab U S Small Cap ETF (SCHA) 0.01 652 52.15
Utilities SPDR (XLU) 0.01 579 -35% 55.27
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.01 587 +17% 52.81
Schwab U S Broad Market ETF (SCHB) 0.01 493 +39% 60.85
Schwab Intl Small Cap Equity ETF (SCHC) 0.01 1.21k 23.99
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.01 211 +59% 132.70
Energy Select Sector SPDR (XLE) 0.01 928 +19% 29.09
iShares S&P SmallCap 600 Index (IJR) 0.01 411 -36% 55.96
Vanguard Health Care ETF (VHT) 0.01 138 NEW 166.67
Materials SPDR (XLB) 0.01 519 44.32
iShares Russell 3000 Growth Index (IUSG) 0.01 382 57.59
Schwab Strategic Tr us aggregate b (SCHZ) 0.00 309 -3% 55.02
Vanguard European ETF (VGK) 0.00 315 +50% 44.44
iShares Russell 3000 Index (IWV) 0.00 86 151.16
iShares Morningstar Large Value (JKF) 0.00 100 90.00
Schwab Strategic Tr sht tm us tres (SCHO) 0.00 154 +600% 51.95
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.00 48 -68% 166.67
Vanguard Mid-Cap ETF (VO) 0.00 57 +72% 140.35
Vanguard Extended Market ETF (VXF) 0.00 85 94.12
Schwab International Equity ETF (SCHF) 0.00 321 +50% 24.92
Kopin Corporation (KOPN) 0.00 20.00k 0.35
Schwab Emerging Markets Equity ETF (SCHE) 0.00 336 -60% 20.83
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.00 105 NEW 57.14
Real Estate Select Sect Spdr (XLRE) 0.00 194 30.93
Globalstar (GSAT) 0.00 17.14k 0.29
iShares Dow Jones US Real Estate (IYR) 0.00 63 63.49
Spdr Ser Tr s&p oilgas exp (XOP) 0.00 125 NEW 32.00
Sch Us Mid-cap Etf etf (SCHM) 0.00 91 43.96
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.00 53 56.60
iShares iBoxx $ High Yid Corp Bond (HYG) 0.00 39 +25% 76.92
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.00 35 -39% 85.71
Vanguard Information Technology ETF (VGT) 0.00 14 NEW 214.29
iShares S&P MidCap 400 Growth (IJK) 0.00 9 -95% 222.22
iShares S&P MidCap 400 Value Index (IJJ) 0.00 14 142.86
Schwab Strategic Tr us reit etf (SCHH) 0.00 34 29.41
Spdr Ser Tr msci usa qual (QUS) 0.00 19 NEW 52.63
iShares Lehman Short Treasury Bond (SHV) 0.00 10 -83% 100.00
Schwab U S Large Cap Growth ETF (SCHG) 0.00 8 125.00
Schwab 1000 Index Etf etf (SCHK) 0.00 51 +8% 19.61

Past Filings by Independence Advisors

View past SEC 13F filings by Independence Advisors

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