HoldingsChannel.com
Independence Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 490,672 +128,520 $43,699
     VTV490,672+128,520$43,699
VANGUARD INDEX FDS (VUG) 259,282 +27,489 $40,627
     VUG259,282+27,489$40,627
ISHARES TR (IWF) 269,428 +26,115 $40,589
     IWF269,428+26,115$40,589
ISHARES TR (EFA) 751,349 +67,246 $40,167
     EFA751,349+67,246$40,167
VANGUARD BD INDEX FDS (BIV) 311,633 -5,364 $27,838
     BIV311,633-5,364$27,838
ISHARES TR (IVW) 153,333 +7,540 $25,308
     IVW153,333+7,540$25,308
ISHARES TR (IVE) 138,495 +40,535 $13,330
     IVE138,495+40,535$13,330
ISHARES TR (IWD) 133,436 +13,896 $13,234
     IWD133,436+13,896$13,234
ISHARES TR (EFV) 326,163 -21,569 $11,641
     EFV326,163-21,569$11,641
ISHARES TR (SUB) 106,390 -24,286 $11,309
     SUB106,390-24,286$11,309
ISHARES TR (MUB) 70,208 -5,540 $7,934
     MUB70,208-5,540$7,934
VANGUARD MUN BD FD INC (VTEB) 123,238 -11,759 $6,519
     VTEB123,238-11,759$6,519
VANGUARD TAX MANAGED INTL FD (VEA) 158,550 -24,572 $5,286
     VEA158,550-24,572$5,286
VANGUARD INDEX FDS (VBR) 54,230 +3,399 $4,816
     VBR54,230+3,399$4,816
ISHARES TR (IJS) 41,982 +31,552 $4,196
     IJS41,982+31,552$4,196
VANGUARD INTL EQUITY INDEX F (VWO) 124,802 -11,845 $4,187
     VWO124,802-11,845$4,187
VANGUARD INTL EQUITY INDEX F (VSS) 50,906 -32,721 $3,983
     VSS50,906-32,721$3,983
ISHARES TR (SCZ) 87,802 +16,335 $3,936
     SCZ87,802+16,335$3,936
APPLE INC 14,003 -115 $3,561
     AAPL14,003-115$3,561
VANGUARD INDEX FDS (VBK) 23,551 +2,494 $3,540
     VBK23,551+2,494$3,540
MCDONALDS CORP 21,167 -156 $3,500
     MCD21,167-156$3,500
PPG INDS INC 30,191 UNCH $2,524
     PPG30,191UNCH$2,524
ISHARES TR (IWN) 29,971 +3,234 $2,458
     IWN29,971+3,234$2,458
SPDR SER TR (SHM) 44,850 UNCH $2,193
     SHM44,850UNCH$2,193
ISHARES TR (EEM) 64,071 +11,410 $2,187
     EEM64,071+11,410$2,187
MICROSOFT CORP 13,688 +290 $2,159
     MSFT13,688+290$2,159
ISHARES TR (IWM) 16,774 -578 $1,920
     IWM16,774-578$1,920
BRYN MAWR BK CORP 59,168 UNCH $1,679
     BMTC59,168UNCH$1,679
ESSENTIAL UTILS INC 35,092 +35,092 $1,428
     WTRG35,092+35,092$1,428
PFIZER INC 41,438 +123 $1,353
     PFE41,438+123$1,353
VANGUARD INDEX FDS (VNQ) 17,479 +2,328 $1,221
     VNQ17,479+2,328$1,221
VANGUARD INTL EQUITY INDEX F (VNQI) 23,155 -12,351 $994
     VNQI23,155-12,351$994
JOHNSON & JOHNSON 7,277 -466 $954
     JNJ7,277-466$954
SPDR SER TR (TFI) 18,930 UNCH $947
     TFI18,930UNCH$947
COLGATE PALMOLIVE CO 12,429 -55 $825
     CL12,429-55$825
ALPHABET INC 685 UNCH $797
     GOOG685UNCH$797
ALPHABET INC 678 UNCH $788
     GOOGL678UNCH$788
VISA INC 4,856 UNCH $782
     V4,856UNCH$782
VANGUARD INDEX FDS (VV) 5,954 UNCH $705
     VV5,954UNCH$705
AMGEN INC 3,340 UNCH $677
     AMGN3,340UNCH$677
MERCK & CO. INC 7,973 UNCH $613
     MRK7,973UNCH$613
ISHARES TR (IVV) 2,347 +192 $606
     IVV2,347+192$606
VANGUARD BD INDEX FDS (BSV) 7,232 +5,170 $594
     BSV7,232+5,170$594
MASTERCARD INC 2,338 +178 $565
     MA2,338+178$565
CSX CORP 8,592 UNCH $492
     CSX8,592UNCH$492
AMAZON COM INC 237 +65 $462
     AMZN237+65$462
WALMART INC 3,962 UNCH $450
     WMT3,962UNCH$450
VANGUARD BD INDEX FDS (BND) 4,879 -500 $416
     BND4,879-500$416
ISHARES U S ETF TR (MEAR) 7,995 -2,000 $398
     MEAR7,995-2,000$398
DISNEY WALT CO 4,007 -999 $387
     DIS4,007-999$387

See Full List: All Stocks Held By Independence Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independence Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $362,452
At 12/31/2019: $414,119

Independence Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independence Advisors LLC 13F filings. Link to 13F filings: SEC filings

Independence Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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