Legal Name: INDEPENDENCE FINANCIAL ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 12, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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