$466 Million is the total value of Independence Advisors, LLC's 170 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 9.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $57,299,000 | +9.7% | 548,263 | +4.5% | 12.30% | +2.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $56,072,000 | +9.4% | 258,527 | -3.2% | 12.03% | +2.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $54,949,000 | +6.5% | 241,418 | -5.5% | 11.79% | -0.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $53,508,000 | +9.8% | 840,660 | +5.0% | 11.48% | +2.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $34,165,000 | +7.5% | 147,850 | -3.4% | 7.33% | +0.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $28,340,000 | +1.2% | 303,165 | +0.9% | 6.08% | -5.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $15,131,000 | +3.0% | 134,559 | -0.9% | 3.25% | -3.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $14,652,000 | +3.9% | 124,033 | -0.9% | 3.14% | -2.6% |
| EFV | Sell | ISHARES TReafe value etf | $13,570,000 | -0.4% | 336,310 | -1.4% | 2.91% | -6.7% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $11,135,000 | -1.3% | 103,005 | -1.5% | 2.39% | -7.4% |
| MUB | Sell | ISHARES TRnational mun etf | $7,847,000 | -3.3% | 67,685 | -3.7% | 1.68% | -9.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $7,042,000 | +8.2% | 172,171 | +2.6% | 1.51% | +1.4% |
| VOO | Sell | VANGUARD INDEX FDS | $6,765,000 | +7.5% | 21,988 | -1.0% | 1.45% | +0.7% |
| AAPL | Buy | APPLE INC | $6,421,000 | +27.4% | 55,445 | +301.4% | 1.38% | +19.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $6,179,000 | -0.4% | 113,507 | -1.0% | 1.33% | -6.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $6,070,000 | -1.6% | 54,867 | -4.9% | 1.30% | -7.8% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $5,808,000 | +1.0% | 47,444 | -0.6% | 1.25% | -5.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,657,000 | +8.0% | 130,833 | -1.1% | 1.21% | +1.2% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $5,367,000 | +9.7% | 90,989 | -0.3% | 1.15% | +2.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $4,944,000 | +6.3% | 23,002 | -1.3% | 1.06% | -0.4% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $4,629,000 | +2.5% | 43,964 | -5.9% | 0.99% | -4.0% |
| MCD | Buy | MCDONALDS CORP | $4,532,000 | +19.3% | 20,649 | +0.2% | 0.97% | +11.8% |
| PPG | PPG INDS INC | $3,686,000 | +15.1% | 30,191 | 0.0% | 0.79% | +7.9% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $3,185,000 | +2.4% | 32,066 | +0.5% | 0.68% | -3.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,771,000 | +8.7% | 62,850 | -1.4% | 0.60% | +1.9% |
| MSFT | MICROSOFT CORP | $2,668,000 | +3.3% | 12,686 | 0.0% | 0.57% | -3.0% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,440,000 | +2.0% | 16,292 | -2.4% | 0.52% | -4.4% |
| SHM | SPDR SER TRnuveen blmbrg sr | $2,237,000 | 0.0% | 44,850 | 0.0% | 0.48% | -6.2% | |
| PFE | PFIZER INC | $1,518,000 | +12.2% | 41,374 | 0.0% | 0.33% | +5.2% | |
| BMTC | BRYN MAWR BK CORP | $1,472,000 | -10.1% | 59,168 | 0.0% | 0.32% | -15.7% | |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,442,000 | +31.4% | 29,668 | +26.1% | 0.31% | +23.1% |
| WTRG | Sell | ESSENTIAL UTILS INC | $1,402,000 | -5.4% | 34,822 | -0.8% | 0.30% | -11.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,240,000 | -1.3% | 15,698 | -1.8% | 0.27% | -7.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,067,000 | +5.1% | 7,170 | -0.6% | 0.23% | -1.3% |
| V | Buy | VISA INC | $1,020,000 | +8.6% | 5,102 | +4.9% | 0.22% | +1.9% |
| CL | COLGATE PALMOLIVE CO | $1,000,000 | +5.3% | 12,963 | 0.0% | 0.22% | -1.4% | |
| TFI | SPDR SER TRnuveen brc munic | $983,000 | +0.5% | 18,930 | 0.0% | 0.21% | -5.8% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $959,000 | -0.4% | 654 | -3.7% | 0.21% | -6.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $957,000 | -10.8% | 651 | -14.2% | 0.20% | -16.7% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $916,000 | +7.6% | 5,854 | -1.7% | 0.20% | +1.0% |
| AMGN | AMGEN INC | $849,000 | +7.7% | 3,340 | 0.0% | 0.18% | +1.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $826,000 | +14.4% | 2,443 | 0.0% | 0.18% | +7.3% | |
| IVV | ISHARES TRcore s&p500 etf | $766,000 | +8.5% | 2,279 | 0.0% | 0.16% | +1.2% | |
| AMZN | Buy | AMAZON COM INC | $765,000 | +35.9% | 243 | +19.1% | 0.16% | +27.1% |
| CSX | CSX CORP | $667,000 | +11.4% | 8,592 | 0.0% | 0.14% | +4.4% | |
| MRK | Sell | MERCK & CO. INC | $628,000 | +4.0% | 7,567 | -3.2% | 0.14% | -2.2% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $601,000 | 0.0% | 7,232 | 0.0% | 0.13% | -6.5% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $567,000 | – | 2,661 | +100.0% | 0.12% | – |
| WMT | Buy | WALMART INC | $560,000 | +17.2% | 3,999 | +0.2% | 0.12% | +10.1% |
| ORCL | Sell | ORACLE CORP | $503,000 | +0.6% | 8,428 | -6.9% | 0.11% | -6.1% |
| HD | HOME DEPOT INC | $497,000 | +10.9% | 1,790 | 0.0% | 0.11% | +3.9% | |
| DIS | Sell | DISNEY WALT CO | $490,000 | +9.6% | 3,953 | -1.4% | 0.10% | +2.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $486,000 | +18.2% | 10,511 | -0.3% | 0.10% | +10.6% |
| COST | COSTCO WHSL CORP NEW | $447,000 | +17.3% | 1,258 | 0.0% | 0.10% | +10.3% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $430,000 | -0.2% | 4,874 | 0.0% | 0.09% | -7.1% | |
| MEAR | ISHARES U S ETF TRsht mat mun etf | $401,000 | 0.0% | 7,995 | 0.0% | 0.09% | -6.5% | |
| ISRG | INTUITIVE SURGICAL INC | $399,000 | +24.7% | 562 | 0.0% | 0.09% | +17.8% | |
| NKE | NIKE INCcl b | $400,000 | +28.2% | 3,186 | 0.0% | 0.09% | +21.1% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $393,000 | -19.5% | 9,744 | +0.4% | 0.08% | -25.0% |
| INTU | INTUIT | $382,000 | +10.1% | 1,172 | 0.0% | 0.08% | +3.8% | |
| ZTS | Buy | ZOETIS INCcl a | $380,000 | +21.0% | 2,299 | +0.3% | 0.08% | +13.9% |
| TFX | TELEFLEX INCORPORATED | $366,000 | -6.4% | 1,074 | 0.0% | 0.08% | -12.2% | |
| ABBV | Buy | ABBVIE INC | $344,000 | -10.4% | 3,929 | +0.4% | 0.07% | -15.9% |
| VRSN | VERISIGN INC | $332,000 | -1.2% | 1,623 | 0.0% | 0.07% | -7.8% | |
| KSU | KANSAS CITY SOUTHERN | $322,000 | +21.1% | 1,783 | 0.0% | 0.07% | +13.1% | |
| KO | Sell | COCA COLA CO | $322,000 | -2.7% | 6,532 | -11.8% | 0.07% | -9.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $310,000 | +12.3% | 1,042 | -8.8% | 0.07% | +6.3% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $313,000 | +4.0% | 3,884 | -3.4% | 0.07% | -2.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $303,000 | +9.0% | 1,777 | +0.1% | 0.06% | +1.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $300,000 | +6.8% | 963 | +1.0% | 0.06% | 0.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $297,000 | +3.5% | 1,587 | -5.0% | 0.06% | -3.0% |
| HON | Buy | HONEYWELL INTL INC | $292,000 | +15.4% | 1,773 | +1.3% | 0.06% | +8.6% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $289,000 | +8.6% | 3,588 | 0.0% | 0.06% | +1.6% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $286,000 | +6.3% | 2,453 | -4.7% | 0.06% | -1.6% |
| IJT | ISHARES TRs&p sml 600 gwt | $274,000 | +3.8% | 1,553 | 0.0% | 0.06% | -1.7% | |
| CVX | Buy | CHEVRON CORP NEW | $275,000 | -15.9% | 3,823 | +4.4% | 0.06% | -21.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $270,000 | -8.8% | 2,217 | -9.7% | 0.06% | -14.7% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $270,000 | – | 2,819 | +100.0% | 0.06% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $265,000 | -3.3% | 155 | -9.9% | 0.06% | -9.5% |
| XOM | Buy | EXXON MOBIL CORP | $267,000 | -21.9% | 7,769 | +1.5% | 0.06% | -26.9% |
| TXN | TEXAS INSTRS INC | $264,000 | +12.3% | 1,848 | 0.0% | 0.06% | +5.6% | |
| ABT | ABBOTT LABS | $263,000 | +19.0% | 2,417 | 0.0% | 0.06% | +9.8% | |
| FB | FACEBOOK INCcl a | $262,000 | +14.9% | 1,002 | 0.0% | 0.06% | +7.7% | |
| PGR | Buy | PROGRESSIVE CORP | $263,000 | +29.6% | 2,773 | +9.7% | 0.06% | +21.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $249,000 | -0.4% | 2,111 | -0.3% | 0.05% | -7.0% |
| TRV | TRAVELERS COMPANIES INC | $246,000 | -5.0% | 2,274 | 0.0% | 0.05% | -10.2% | |
| WSFS | WSFS FINL CORP | $234,000 | -6.0% | 8,692 | 0.0% | 0.05% | -12.3% | |
| TJX | Sell | TJX COS INC NEW | $234,000 | +8.3% | 4,208 | -1.4% | 0.05% | +2.0% |
| LLY | Sell | LILLY ELI & CO | $226,000 | -11.0% | 1,527 | -1.3% | 0.05% | -15.5% |
| GPN | GLOBAL PMTS INC | $224,000 | +4.7% | 1,260 | 0.0% | 0.05% | -2.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $225,000 | +8.2% | 3,781 | 0.0% | 0.05% | 0.0% | |
| PEP | PEPSICO INC | $223,000 | +4.7% | 1,609 | 0.0% | 0.05% | -2.0% | |
| ANVS | New | ANNOVIS BIO INC | $219,000 | – | 45,598 | +100.0% | 0.05% | – |
| CCI | CROWN CASTLE INTL CORP NEW | $219,000 | -0.5% | 1,316 | 0.0% | 0.05% | -6.0% | |
| TSLA | New | TESLA INC | $218,000 | – | 508 | +100.0% | 0.05% | – |
| BA | BOEING CO | $221,000 | -9.8% | 1,338 | 0.0% | 0.05% | -16.1% | |
| NVO | NOVO-NORDISK A Sadr | $216,000 | +5.9% | 3,115 | 0.0% | 0.05% | -2.1% | |
| NFLX | New | NETFLIX INC | $216,000 | – | 431 | +100.0% | 0.05% | – |
| MKC | New | MCCORMICK & CO INC | $211,000 | – | 1,086 | +100.0% | 0.04% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $207,000 | +2.5% | 3,433 | +0.2% | 0.04% | -4.3% |
| IWO | ISHARES TRrus 2000 grw etf | $207,000 | +7.3% | 933 | 0.0% | 0.04% | 0.0% | |
| BE | BLOOM ENERGY CORP | $186,000 | +64.6% | 10,348 | 0.0% | 0.04% | +53.8% | |
| MOV | Buy | MOVADO GROUP INC | $163,000 | +37.0% | 16,444 | +50.4% | 0.04% | +29.6% |
| IXUS | ISHARES TRcore msci total | $156,000 | +6.8% | 2,669 | 0.0% | 0.03% | 0.0% | |
| AXDX | ACCELERATE DIAGNOSTICS INC | $139,000 | -29.4% | 13,000 | 0.0% | 0.03% | -33.3% | |
| IBB | ISHARES TRnasdaq biotech | $114,000 | -0.9% | 840 | 0.0% | 0.02% | -7.7% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $105,000 | +1.9% | 1,000 | -2.8% | 0.02% | -4.2% |
| TIP | Sell | ISHARES TRtips bd etf | $95,000 | 0.0% | 748 | -3.0% | 0.02% | -9.1% |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $93,000 | – | 2,379 | +100.0% | 0.02% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $87,000 | – | 1,564 | +100.0% | 0.02% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $88,000 | +10.0% | 600 | -3.8% | 0.02% | +5.6% |
| VB | VANGUARD INDEX FDSsmall cp etf | $79,000 | +5.3% | 513 | 0.0% | 0.02% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $79,000 | -3.7% | 501 | 0.0% | 0.02% | -10.5% | |
| ICF | Buy | ISHARES TRcohen steer reit | $76,000 | +1.3% | 747 | +0.1% | 0.02% | -5.9% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $75,000 | -25.0% | 3,127 | -27.9% | 0.02% | -30.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $75,000 | -32.4% | 406 | -34.8% | 0.02% | -36.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $72,000 | +33.3% | 1,194 | +26.9% | 0.02% | +25.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $65,000 | +27.5% | 841 | +13.2% | 0.01% | +16.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $58,000 | +241.2% | 1,028 | +243.8% | 0.01% | +200.0% |
| IGIB | ISHARES TR | $55,000 | +1.9% | 901 | 0.0% | 0.01% | 0.0% | |
| FRBK | REPUBLIC FIRST BANCORP INC | $53,000 | -18.5% | 26,597 | 0.0% | 0.01% | -26.7% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $53,000 | +3.9% | 1,055 | -0.8% | 0.01% | -8.3% |
| SHY | ISHARES TR1 3 yr treas bd | $53,000 | 0.0% | 607 | 0.0% | 0.01% | -8.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $49,000 | +8.9% | 650 | 0.0% | 0.01% | +10.0% | |
| MBB | Buy | ISHARES TRmbs etf | $50,000 | +13.6% | 451 | +14.2% | 0.01% | +10.0% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $45,000 | +4.7% | 652 | 0.0% | 0.01% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $46,000 | +7.0% | 800 | 0.0% | 0.01% | 0.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $47,000 | +6.8% | 350 | +6.7% | 0.01% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $42,000 | +16.7% | 528 | +6.2% | 0.01% | +12.5% |
| IWS | ISHARES TRrus mdcp val etf | $37,000 | +5.7% | 455 | 0.0% | 0.01% | 0.0% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $35,000 | -18.6% | 1,157 | +1.7% | 0.01% | -20.0% |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $39,000 | +8.3% | 1,209 | 0.0% | 0.01% | 0.0% | |
| IGSB | Buy | ISHARES TR | $32,000 | 0.0% | 591 | +0.7% | 0.01% | 0.0% |
| IUSG | ISHARES TRcore s&p us gwt | $31,000 | +14.8% | 382 | 0.0% | 0.01% | +16.7% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $33,000 | +13.8% | 519 | 0.0% | 0.01% | 0.0% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $28,000 | +211.1% | 547 | +229.5% | 0.01% | +200.0% |
| IJR | ISHARES TRcore s&p scp etf | $29,000 | +3.6% | 411 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $28,000 | +3.7% | 138 | 0.0% | 0.01% | 0.0% | |
| KOPN | KOPIN CORP | $28,000 | +3.7% | 20,000 | 0.0% | 0.01% | 0.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $25,000 | -24.2% | 385 | -32.5% | 0.01% | -37.5% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $24,000 | – | 292 | +100.0% | 0.01% | – |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $23,000 | +228.6% | 302 | +184.9% | 0.01% | +150.0% |
| RSX | New | VANECK VECTORS ETF TRrussia etf | $22,000 | – | 1,035 | +100.0% | 0.01% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $24,000 | +9.1% | 180 | +8.4% | 0.01% | 0.0% |
| IWV | ISHARES TRrussell 3000 etf | $17,000 | +13.3% | 86 | 0.0% | 0.00% | +33.3% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $15,000 | -44.4% | 49 | -50.5% | 0.00% | -50.0% |
| CLRB | CELLECTAR BIOSCIENCES INC | $12,000 | -7.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $10,000 | -16.7% | 162 | -21.0% | 0.00% | -33.3% |
| ILCV | ISHARES TRmrngstr lg-cp vl | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MXI | ISHARES TRglobal mater etf | $10,000 | +11.1% | 145 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $11,000 | +10.0% | 85 | 0.0% | 0.00% | 0.0% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $9,000 | +12.5% | 54 | +10.2% | 0.00% | 0.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $11,000 | +10.0% | 335 | +3.4% | 0.00% | 0.0% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $7,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| IYT | ISHARES TRtrans avg etf | $7,000 | +16.7% | 37 | 0.0% | 0.00% | +100.0% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $10,000 | +25.0% | 356 | +2.9% | 0.00% | 0.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $6,000 | +20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $3,000 | +50.0% | 14 | 0.0% | 0.00% | – | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $5,000 | +25.0% | 83 | 0.0% | 0.00% | 0.0% | |
| GSAT | GLOBALSTAR INC | $5,000 | -16.7% | 17,136 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $5,000 | -28.6% | 125 | 0.0% | 0.00% | -50.0% | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $3,000 | -25.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| QUS | SPDR SER TRmsci usa strtgic | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $2,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| IJJ | ISHARES TRs&p mc 400vl etf | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| SCHQ | New | SCHWAB STRATEGIC TRlong term us | $2,000 | – | 37 | +100.0% | 0.00% | – |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| IJK | ISHARES TRs&p mc 400gr etf | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,000 | +100.0% | 52 | +40.5% | 0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -10,436 | -100.0% | -0.02% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -11,027 | -100.0% | -0.04% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -2,748 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,611 | -100.0% | -0.05% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,421 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.7% |
| ISHARES TR | 18 | Q3 2020 | 13.6% |
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.5% |
| ISHARES TR | 18 | Q3 2020 | 12.4% |
| VANGUARD BD INDEX FDS | 18 | Q3 2020 | 10.6% |
| ISHARES TR | 18 | Q3 2020 | 7.3% |
| ISHARES TR | 18 | Q3 2020 | 6.5% |
| ISHARES TR | 18 | Q3 2020 | 4.2% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2020 | 3.3% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q3 2020 | 2.8% |
View Independence Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-07 |
| 13F-HR | 2019-11-01 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-03 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-12 |
View Independence Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.