Independence Advisors

Independence Advisors as of Dec. 31, 2016

Portfolio Holdings for Independence Advisors

Independence Advisors holds 70 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Value ETF (VTV) 13.0 $30M 317k 93.01
iShares Russell 1000 Growth Index (IWF) 11.8 $27M 256k 104.90
Vanguard Growth ETF (VUG) 11.8 $27M 240k 111.48
iShares MSCI EAFE Index Fund (EFA) 10.5 $24M 414k 57.73
Vanguard Intermediate-Term Bond ETF (BIV) 8.6 $20M 235k 83.07
iShares Russell 1000 Value Index (IWD) 5.6 $13M 113k 112.03
iShares S&P 500 Growth Index (IVW) 4.7 $11M 87k 121.79
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 3.1 $7.1M 68k 105.07
Vanguard Europe Pacific ETF (VEA) 3.0 $6.9M 190k 36.54
iShares MSCI EAFE Value Index (EFV) 2.4 $5.4M 115k 47.25
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.9 $4.3M 46k 94.02
Vanguard Small-Cap Value ETF (VBR) 1.6 $3.7M 30k 121.01
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.5 $3.5M 69k 50.27
iShares S&P 500 Value Index (IVE) 1.5 $3.4M 34k 101.38
Vanguard Emerging Markets ETF (VWO) 1.4 $3.3M 92k 35.78
PPG Industries (PPG) 1.3 $2.9M 30k 94.76
McDonald's Corporation (MCD) 1.1 $2.6M 21k 121.72
Bryn Mawr Bank 1.1 $2.5M 59k 42.15
Pfizer (PFE) 1.1 $2.4M 75k 32.49
Vanguard Total Stock Market ETF (VTI) 1.1 $2.4M 21k 115.30
iShares MSCI Emerging Markets Indx (EEM) 0.7 $1.5M 43k 35.00
Apple (AAPL) 0.7 $1.5M 13k 115.83
iShares Russell 2000 Value Index (IWN) 0.6 $1.4M 12k 118.98
Aqua America 0.6 $1.4M 47k 30.04
Vanguard Small-Cap Growth ETF (VBK) 0.6 $1.4M 10k 133.12
iShares Russell 2000 Index (IWM) 0.6 $1.3M 9.9k 134.82
Campbell Soup Company (CPB) 0.5 $1.2M 20k 60.49
Vanguard Energy ETF (VDE) 0.5 $1.2M 11k 104.71
Exxon Mobil Corporation (XOM) 0.4 $832k 9.2k 90.25
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $784k 5.6k 139.95
Colgate-Palmolive Company (CL) 0.3 $779k 12k 65.46
Johnson & Johnson (JNJ) 0.3 $709k 6.2k 115.28
Microsoft Corporation (MSFT) 0.3 $664k 11k 62.12
Vanguard Large-Cap ETF (VV) 0.3 $650k 6.4k 102.30
Merck & Co (MRK) 0.3 $624k 11k 58.89
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $617k 5.7k 108.15
General Electric Company 0.2 $559k 18k 31.63
Vanguard REIT ETF (VNQ) 0.2 $572k 6.9k 82.48
Chevron Corporation (CVX) 0.2 $528k 4.5k 117.78
Alphabet Inc Class C cs (GOOG) 0.2 $522k 676.00 772.19
Altria (MO) 0.2 $489k 7.2k 67.57
Amgen (AMGN) 0.2 $494k 3.4k 146.11
Alphabet Inc Class A cs (GOOGL) 0.2 $485k 612.00 792.48
Walt Disney Company (DIS) 0.2 $428k 4.1k 104.14
GlaxoSmithKline 0.2 $436k 11k 38.54
Abbvie (ABBV) 0.2 $418k 6.7k 62.62
Coca-Cola Company (KO) 0.2 $393k 9.5k 41.49
CSX Corporation (CSX) 0.1 $333k 9.3k 35.90
International Business Machines (IBM) 0.1 $321k 1.9k 166.15
iShares S&P 500 Index (IVV) 0.1 $310k 1.4k 225.13
Reynolds American 0.1 $289k 5.2k 56.00
Travelers Companies (TRV) 0.1 $287k 2.3k 122.39
Wells Fargo & Company (WFC) 0.1 $295k 5.4k 55.11
Schlumberger (SLB) 0.1 $270k 3.2k 83.85
Visa (V) 0.1 $283k 3.6k 77.92
Accelr8 Technology 0.1 $270k 13k 20.77
Wal-Mart Stores (WMT) 0.1 $258k 3.7k 69.02
Home Depot (HD) 0.1 $254k 1.9k 134.18
Franklin Resources (BEN) 0.1 $257k 6.5k 39.54
Verizon Communications (VZ) 0.1 $239k 4.5k 53.34
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $249k 5.0k 49.80
3M Company (MMM) 0.1 $224k 1.3k 178.91
RPM International (RPM) 0.1 $223k 4.1k 53.90
Honeywell International (HON) 0.1 $218k 1.9k 115.96
Boeing Company (BA) 0.1 $210k 1.3k 155.90
Republic First Ban (FRBKQ) 0.1 $172k 21k 8.35
Sprott Physical Gold Trust (PHYS) 0.1 $104k 11k 9.43
Sprott Phys Platinum & Palladi (SPPP) 0.1 $110k 16k 6.88
Globalstar (GSAT) 0.0 $27k 17k 1.58
Vanguard Natural Resources 0.0 $8.0k 12k 0.66