Avoid Fraud, Get The Facts, And Find The Best
Legal Name: INDEPENDENCE FINANCIAL ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
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 |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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