Independence Advisors

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

Companies in the Independence Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Value ETF (VTV) 13.05 480238 +5% 111.62
Vanguard Growth ETF (VUG) 12.23 302137 +2% 166.28
iShares Russell 1000 Growth Index (IWF) 12.15 312521 159.63
iShares MSCI EAFE Index Fund (EFA) 10.73 675867 +3% 65.21
Vanguard Intermediate-Term Bond ETF (BIV) 6.73 314060 88.00
iShares MSCI EAFE Value Index (EFV) 3.91 339089 +46% 47.37
iShares Russell 1000 Value Index (IWD) 3.76 120255 128.26
iShares S&P; 500 Growth Index (IVW) 3.68 84018 180.03
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 3.42 131941 -3% 106.54
Vanguard Small-Cap Value ETF (VBR) 2.91 92720 +35% 128.85
Vanguard FTSE All Wld Ex USSml Cap (VSS) 2.70 108962 +8% 101.95
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.11 75981 114.09
Vanguard Europe Pacific ETF (VEA) 2.06 205785 +3% 41.08
Vanguard Mun Bd Fd Inc tax-exempt bd 1.79 137028 +3% 53.62
Vanguard Emerging Markets ETF (VWO) 1.48 151477 +15% 40.26
McDonald's Corporation (MCD) 1.11 21269 214.73
Vanguard Small-Cap Growth ETF (VBK) 0.96 21723 +8% 182.02
PPG Industries (PPG) 0.87 30191 118.51
iShares S&P; 500 Value Index (IVE) 0.85 29406 119.13
Apple (AAPL) 0.77 14139 -15% 223.99
Johnson & Johnson (JNJ) 0.62 19785 +216% 129.39
iShares S&P; SmallCap 600 Value Idx (IJS) 0.59 16085 +2% 150.20
Bryn Mawr Bank (BMTC) 0.53 59168 36.51
Nuveen Barclays Shrt Term Muni bdfund 0.53 44850 48.99
Vanguard Intl Equity Index F glb ex us etf 0.51 35529 58.60
Microsoft Corporation (MSFT) 0.46 13694 139.04
iShares Russell 2000 Index (IWM) 0.39 10608 -2% 151.30
Aqua America (WTR) 0.38 35092 44.83
Pfizer (PFE) 0.36 41684 35.94
Merck & Co (MRK) 0.35 17073 +112% 84.17
Vanguard REIT ETF (VNQ) 0.34 15162 93.26
iShares Russell 2000 Value Index (IWN) 0.33 11287 -3% 119.43
iShares MSCI Emerging Markets Indx (EEM) 0.32 31712 40.87
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.23 18930 50.71
Colgate-Palmolive Company (CL) 0.22 12529 -3% 73.51
ISHARES TR MSCI Small Cap msci small cap 0.22 15467 57.22
Vanguard Energy ETF (VDE) 0.21 11103 -5% 78.00
Alphabet Inc Class C cs 0.21 692 -4% 1219.65
Visa (V) 0.20 4839 -2% 171.94
Vanguard Large-Cap ETF (VV) 0.20 5999 136.36
Alphabet Inc Class A cs 0.20 683 -4% 1221.08
Walt Disney Company (DIS) 0.17 5264 +6% 130.32
iShares S&P; SmallCap 600 Growth (IJT) 0.17 3889 -9% 178.45
Amgen (AMGN) 0.16 3410 -4% 193.55
iShares S&P; 500 Index (IVV) 0.16 2158 298.42
Exxon Mobil Corporation (XOM) 0.15 8587 -6% 70.57
Comcast Corporation (CMCSA) 0.14 12461 +4% 45.10
MasterCard Incorporated (MA) 0.14 2171 271.76
CSX Corporation (CSX) 0.14 8592 69.25
Chevron Corporation (CVX) 0.13 4589 -7% 118.54
Boeing Company (BA) 0.13 1435 380.49
Vanguard Total Stock Market ETF (VTI) 0.13 3487 -2% 151.13
Home Depot (HD) 0.12 2059 -4% 232.15
Ishares U S Etf Tr shr mat mu etf 0.12 9995 50.13
Berkshire Hathaway (BRK.B) 0.11 2237 NEW 207.87
Wal-Mart Stores (WMT) 0.11 3962 -3% 118.63
Vanguard Total Bond Market ETF (BND) 0.11 5379 84.40
Coca-Cola Company (KO) 0.10 7855 -4% 54.49
Movado (MOV) 0.10 15721 24.87
iShares Barclays TIPS Bond Fund (TIP) 0.10 3422 NEW 116.31
Teleflex Incorporated (TFX) 0.09 1108 339.35
WSFS Financial Corporation (WSFS) 0.09 8692 44.06
Abbvie 0.09 4894 -7% 75.81
Costco Wholesale Corporation (COST) 0.08 1154 287.69
Travelers Companies (TRV) 0.08 2245 148.78
Verisign (VRSN) 0.08 1656 188.41
Honeywell International (HON) 0.08 1966 +10% 169.38
Intuitive Surgical (ISRG) 0.08 580 539.66
Intuit (INTU) 0.08 1172 266.21
Vanguard Short Term Corporate Bond ETF (VCSH) 0.08 3904 NEW 80.94
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.08 3646 NEW 91.33
Air Products & Chemicals (APD) 0.07 1269 222.22
International Business Machines (IBM) 0.07 2029 145.39
Pepsi (PEP) 0.07 1985 -8% 137.03
Amazon (AMZN) 0.07 173 1734.10
Technology SPDR (XLK) 0.07 3354 +22% 80.50
Schwab Strategic Tr us lrg cap etf 0.07 3785 70.81
Booking Holdings 0.07 144 +9% 1965.28
Bank of America Corporation (BAC) 0.06 7778 -28% 29.18
Kimberly-Clark Corporation (KMB) 0.06 1713 141.86
RPM International (RPM) 0.06 3408 68.96
Wells Fargo & Company (WFC) 0.06 5004 -2% 50.36
Automatic Data Processing (ADP) 0.06 1563 161.23
Verizon Communications (VZ) 0.06 4353 -4% 60.42
Procter & Gamble Company (PG) 0.06 1817 -14% 124.38
Texas Instruments Incorporated (TXN) 0.06 1848 129.33
TJX Companies (TJX) 0.06 4566 +9% 55.85
Vanguard Short-Term Bond ETF (BSV) 0.06 2962 NEW 80.69
Kansas City Southern (KSU) 0.06 1783 132.92
Vanguard Mid-Cap Growth ETF (VOT) 0.06 1674 -5% 148.15
Accelr8 Technology 0.06 13000 18.54
Zoetis Inc Cl A 0.06 1930 124.35
JPMorgan Chase & Co. (JPM) 0.05 1824 -4% 117.87
U.S. Ban (USB) 0.05 3858 NEW 55.47
Abbott Laboratories (ABT) 0.05 2531 -11% 83.76
Cisco Systems (CSCO) 0.05 4472 +9% 49.42
Global Payments (GPN) 0.05 1260 158.73
Altria (MO) 0.05 5422 40.94
NIKE (NKE) 0.05 2362 NEW 93.99
UnitedHealth (UNH) 0.05 1031 217.26
Oracle Corporation (ORCL) 0.05 4084 -19% 55.09
Citigroup Inc 0.05 2889 NEW 69.23
Republic First Ban (FRBK) 0.03 26597 4.21
Sprott Physical Gold Trust (PHYS) 0.03 11027 11.79
Kopin Corporation (KOPN) 0.00 20000 0.70
Globalstar (GSAT) 0.00 17136 0.41

Past 13F-HR SEC Filings by Independence Advisors

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