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Independence Advisors, LLC

Q3 2020 13F Holdings

  • Location
    wayne, PA
  • Num holdings

    170

  • Value ($000)

    $465,936

  • Date Filed
    11/04/2020
  • Form type
    13F-HR
  • CIK
    0001679118
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$57.3M
12 %

548,263

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$56.07M
12 %

258,527

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$54.95M
12 %

241,418

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$53.51M
12 %

840,660

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$34.17M
7 %

147,850

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$28.34M
6 %

303,165

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$15.13M
3 %

134,559

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$14.65M
3 %

124,033

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$13.57M
3 %

336,310

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$11.14M
2 %

103,005

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