Gemeldete Bestände von
Independence Financial Advisors LLC

Legal Name: INDEPENDENCE FINANCIAL ADVISORS, LLC

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Aug 12, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert
VANGUARD INDEX FDS VALUE ETF (922908744)	456,369	$50,620k
ISHARES TR RUS 1000 GRW ETF (464287614)	307,005	$48,304k
VANGUARD INDEX FDS GROWTH ETF (922908736)	293,703	$47,988k
ISHARES (464287465)	651,629	$42,832k
VANGUARD BD INDEX FD INC (921937819)	312,851	$27,062k
ISHARES TR RUS 1000 VAL ETF (464287598)	120,278	$15,302k
ISHARES TR S&P 500 GRWT ETF (464287309)	85,257	$15,281k
iShares Short Term Nat'l Muni (464288158)	136,743	$14,570k
ISHARES (464288877)	231,582	$11,132k
VANGUARD INTL EQUITY (922042718)	100,362	$10,564k
VANGUARD INDEX FDS SM CP VAL ETF (922908611)	68,420	$8,932k
ISHARES TR NATIONAL MUN ETF (464288414)	76,896	$8,696k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	199,038	$8,302k
VANGUARD MUN BD FD INC (922907746)	131,811	$6,995k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	131,404	$5,589k
MCDONALDS CORP (580135101)	21,311	$4,425k
VANGUARD INDEX FDS SML CP GRW ETF (922908595)	19,983	$3,721k
PPG INDUSTRIES INC (693506107)	30,191	$3,524k
ISHARES TR S&P 500 VAL ETF (464287408)	29,613	$3,452k
Apple Inc (037833100)	16,652	$3,296k
ISHARES (464287879)	15,766	$2,343k
Bryn Mawr Bank Corp (117665109)	59,168	$2,208k
SPDR SER TR (78468R739)	44,850	$2,195k
VANGUARD INTL EQUITY INDEX FD (922042676)	35,561	$2,098k
MICROSOFT CORP (594918104)	13,861	$1,857k
PFIZER INC (717081103)	41,898	$1,815k
ISHARES TR RUSSELL 2000 ETF (464287655)	10,867	$1,690k
AQUA AMERICA INC (03836W103)	35,264	$1,459k
ISHARES (464287630)	11,732	$1,414k
ISHARES (464287234)	31,643	$1,358k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	15,192	$1,328k
VANGUARD WORLD FDS (92204A306)	11,803	$1,003k
SPDR Nuveen Bloomberg Municipa (78468R721)	18,930	$949k
COLGATE PALMOLIVE CO (194162103)	12,917	$926k
ISHARES (464288273)	15,184	$872k
JOHNSON & JOHNSON (478160104)	6,259	$872k
VISA INC COM CL A (92826C839)	4,980	$864k
CAMPBELL SOUP CO (134429109)	21,068	$844k
VANGUARD INDEX FDS (922908637)	5,999	$808k
ISHARES (464287887)	4,314	$787k
Alphabet Inc (02079K107)	721	$779k
ALPHABET INC (02079K305)	712	$771k
Exxon Mobil Corp (30231G102)	9,187	$704k
DISNEY WALT CO (254687106)	4,946	$691k
MERCK & CO INC (58933Y105)	8,018	$672k
CSX CORP (126408103)	8,592	$665k
AMGEN INC (031162100)	3,587	$661k
ISHARES TR CORE S&P500 ETF (464287200)	2,182	$643k
Chevron Corp (166764100)	4,984	$620k
MASTERCARD INC (57636Q104)	2,161	$572k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	3,593	$539k
Boeing Co/The (097023105)	1,460	$531k
COMCAST CORP (20030N101)	11,961	$506k
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (46431W838)	9,995	$501k
WALMART INC COM (931142103)	4,103	$453k
HOME DEPOT INC (437076102)	2,158	$449k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)	5,379	$447k
MOVADO GROUP INC COM (624580106)	15,721	$424k
COCA-COLA CO (191216100)	8,222	$419k
ABBVIE INC (00287Y109)	5,291	$385k
TELEFLEX INC (879369106)	1,108	$367k
WSFS FINL CORP (929328102)	8,692	$359k
VERISIGN INC (92343E102)	1,656	$346k
TRAVELERS CO(THE) (89417E109)	2,280	$341k
Amazon.com Inc (023135106)	173	$328k
Bank of America Corp. (060505104)	10,951	$318k
HONEYWELL INTL INC (438516106)	1,787	$312k
Intuit Inc (461202103)	1,172	$306k
COSTCO WHSL CORP (22160K105)	1,154	$305k
INTUITIVE SURGIC INC (46120E602)	580	$304k
ACCELERATE DIAGNOSTICS INC (00430H102)	13,000	$297k
ORACLE CORP (68389X105)	5,084	$290k
AIR PRODS & CHEMS INC (009158106)	1,269	$287k
PEPSICO INC (713448108)	2,176	$285k
INTL BUSINESS MCHN (459200101)	2,022	$279k
SCHWAB STRATEGIC TR (808524201)	3,785	$266k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)	1,779	$266k
ADP (053015103)	1,588	$263k
VERIZON COMMUNICATIONS (92343V104)	4,538	$259k
ALTRIA GROUP INC (02209S103)	5,412	$256k
UNITEDHEALTH GRP INC (91324P102)	1,031	$252k
INTEL CORP (458140100)	5,193	$249k
Booking Holdings, Inc. (09857L108)	132	$247k
WELLS FARGO CO NEW (949746101)	5,147	$244k
ABBOTT LABS (002824100)	2,864	$241k
PROCTER & GAMBLE CO (742718109)	2,123	$233k
KIMBERLY CLARK CORP (494368103)	1,713	$228k
CISCO SYSTEMS INC (17275R102)	4,072	$223k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	755	$221k
TJX COMPANIES INC (872540109)	4,184	$221k
ZOETIS INC (98978V103)	1,930	$219k
KANSAS CITY SOUTHERN (485170302)	1,783	$217k
JPMORGAN CHASE & CO (46625H100)	1,910	$214k
SELECT SECTOR SPDR (81369Y803)	2,734	$213k
TEXAS INSTRUMENTS (882508104)	1,848	$212k
RPM INTERNATIONAL (749685103)	3,408	$208k
GLOBAL PAYMENTS INC (37940X102)	1,260	$202k
Facebook Inc (30303M102)	1,037	$200k
Republic First Bancorp, Inc. (760416107)	26,597	$131k
SPROTT PHYSICAL GOLD TRUST (85207H104)	11,027	$125k
KOPIN CORP COM (500600101)	20,000	$22k
Globalstar Inc. (GSAT) (378973408)	17,136	$8k

Gemeldete Bestände von Independence Financial Advisors LLC

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Gemeldete Bestände von
Independence Financial Advisors LLC