Independence Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Independence Advisors, LLC 13F Holdings
CIK 0001679118 · Wayne, PA
As of Sep 30, 2020, Independence Advisors, LLC reported
170 positions worth $465.9K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD VALUE INDEX FUND | VTV | — | 548,263 | $57.3K | 12.30% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 258,527 | $56.1K | 12.03% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 241,418 | $54.9K | 11.79% |
| ISHARES MSCI EAFE ETF | EFA | — | 840,660 | $53.5K | 11.48% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 147,850 | $34.2K | 7.33% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 303,165 | $28.3K | 6.08% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 134,559 |
|
5.1K3.25% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 124,033 |
4.7K | 3.14% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 336,310 |
3.6K | 2.91% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 103,005 |
1.1K | 2.39% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 67,685 | $7.8K | 1.68% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 172,171 | $7.0K | 1.51% |
| VANGUARD 500 INDEX FUND | VOO | — | 21,988 | $6.8K | 1.45% |
| APPLE INC | AAPL | Technology | 55,445 | $6.4K | 1.38% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 113,507 | $6.2K | 1.33% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 54,867 | $6.1K | 1.30% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 47,444 | $5.8K | 1.25% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 130,833 | $5.7K | 1.21% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 90,989 | $5.4K | 1.15% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 23,002 | $4.9K | 1.06% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 43,964 | $4.6K | 0.99% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 20,649 | $4.5K | 0.97% |
| PPG INDUSTRIES INC | PPG | Basic Materials | 30,191 | $3.7K | 0.79% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 32,066 | $3.2K | 0.68% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 62,850 | $2.8K | 0.59% |